2007-02-01から1ヶ月間の記事一覧
数日前の日経金融関志雄氏の論考とあわせ読むべきか。
Singapore will einginerr the strongest currency in almost a decade to limite price gains as economic growth improves and inflation pressures mount, said ING Bank.で始まる。
建設的な内容で読後感はさわやかでした。
リンク: Ycaster/Day by Day.２００７年０２月１８日（日曜日） （23:45）日銀が利上げを躊躇する一つの大きな要因は､「消費が弱い」だが､私はずっとこの見方には疑問があると思っていた｡自分自身もそうだが､消費のルートが複雑化しているのに､日本の統計は…
今日は久々に日曜日の読売、毎日朝刊の寄稿に読み応えがあった。 読売はキッシンジャー博士。「米のイラク増派 新中東戦略の第一歩」イラクからの何らかの形での米軍撤退は米国の取るべき選択肢ではないとして、米軍撤退の及ぼすマイナス面を彼らしい想像力…
リンク: Economist's View: Is Inequality Destabilizing?.Robert Shiller looks at the relationship between social unrest and inequality across countries. He argues that how inequality is perceived to arise is an important contributing factor …
リンク: RGE - The latest sign the apocalypse is upon us … CNY funded carry trades.Brad Setser | Jan 26, 2007If what rational world does it make sense for the currency of a high-investment, fast growing, still quite poor country to be the f…
リンク: RGE - Capital freedom, not exchange rate freedom ….Brad Setser | Jan 29, 2007That, more or less, is the conclusion of today’s Wall Street Journal oped on China. I loved the title – talking of the People’s Investment Company is far …
http://www.heartlogic.jp/archives/2007/02/post_76.html ・客が少ないときにはいつもより親しげ。増えてくると皆に平等 ・枯れきった感じの爺さんに優しい なるほど、と相づちを打ちたいところ。
キャノンの携帯用プリンターが数ヶ月前に作動しなくなり、上野広小路・末広町の丁度間にあるサービスセンターへ。随分お客さんが来ている。でも応対も迅速。私も数人待って親切で適確な対応をしていただきその場でプリンターが復活。これでしばらくまた使え…
リンク: William J. Polley: February 2007 Archives.Washington Wire informs us that the Federal Reserve has released their transcripts from 1978.[G. William] Miller, probably unknowingly, made what may be the most accurate observation about …
リンク: Mish's Global Economic Trend Analysis: Focus on Currencies (part 2 of 2). This is part 2 of Focus on Currencies. Focus on Currencies (part 1) covered Technical Analysis, Politics, and the Commitment of Traders report (speculation v…
リンク: Mish's Global Economic Trend Analysis: Focus on Currencies (part 1 of 2).What follows is part one of a focus on currencies including the US dollar index, the Yen, the Euro, the British Pound and the Canadian dollar. There is a spec…
リンク: RGE - Carry, carry, carry ….Brad Setser | Feb 12, 2007The debate over the size of the yen financed carry trade is far from settled. Former (“The Yen carry trade is on in such huge size”) and current traders (“real money investors a…
リンク: RGE - So how, exactly, is Venezuela able to outspend the US in the Western Hemisphere?.There has been a lot hand wringing in the foreign policy community about the increase in Venezuela's influence in Latin America. Not everyone is…
リンク: RGE - US to China: See you in court (maybe). Brad Setser | Feb 07, 2007When I saw that the US was initiating a WTO case challenging China's various tax favors and export rebate, I knew who to turn to for analysis. Emmanuel -- a reg…
リンク: RGE - Editor Pick: Intra Carry Trade in Latin America. Vitoria Saddi | Feb 08, 2007Executive summary: Chile con carne, with a samba to follow The weekly report from Lloyds suggests that the latest trend in Latin markets is the ‘int…
リンク: RGE - Why borrow yen to buy dollars, if you can buy Brazilian real ….Brad Setser | Feb 08, 2007Or, for that matter, Icelandic krona and Turkish lira … Borrowing at 1%, maybe less, in a depreciating currency, and buying an appreciat…
