THIS POST IS A YEAR IN THE MAKING. We discovered it unpublished in our web archive today and as the theme is still very relevant today, we decided to publish it: Today’s brief analysis of US Treasury Yield curves and the Debt profiles of both the USA and Italy highlights the enduring question in the … Continue reading Where will all the new money come from?
It is a timing thing When the Euro zone Debt driven financial crises - yes, it has been dragging on for a little while now; lurching from one convulsion to the next tremor - is headline news across most traditional newspapers in Britain, it is worth pausing briefly to consider the overall 'management efforts' of … Continue reading An orderly leap into Chaos?
After the conclusion to what some pundits called a ‘tumultuous week’ for Europe (week ending 11 May 2012), we still find ourselves asking some important questions. We all know that the question is not around what growth, where growth or why growth. The fundamental question in Europe now is: How Growth? For way too long … Continue reading Some Questions for Europe
We take a brief look at two interesting Treasury Yield curves today. The first Yield Curve takes a snapshot view of the yield curves at the end of Q1 2011 and Q1 2012. What is very noticeable is the fact that the overall yields for the end of Q1 2012 is significantly lower than a … Continue reading The Return of Risk?
With apologies to The Smiths; the original version of the song Panic’s lyrics reads something like this: “Panic on the streets of London / Panic on the streets of Birmingham / I wonder to myself / Could life ever be sane again?” Or is this the beginning of what we will call ‘Austerity Anarchy’? As … Continue reading Panic in the Cars of Britain?
Trust, due diligence and an investor's duty to assess their own risk appetite and profile should be the ingredients for Trust...here we highlight the basics of Trust
As economic beings we are extremely ‘short-sighted’ by nature. We don’t fully appreciate the differences and interactions between the short-, medium- and long-term. It was Burns & Mitchell (1946) who tried to measure the economic cycles. Today there are four broad classifications of business cycles as follows: Kitchin cycle (3 – 5 years) – The … Continue reading A Disconnected World – The Information Age Irony
In yesterday’s article, “Where will all the new money come from?” we concluded the brief analysis with the Sovereign Debt Maturity profiles (otherwise known as the Debt Structure) of both the USA and Italy, noting how similar the two profiles looked at first glance. Digging a bit deeper today, we would like to compare those … Continue reading The BIG Sovereign Debt Structure cliff – Part 1
Today’s brief analysis of US Treasury Yield curves and the Debt profiles of both the USA and Italy highlights the enduring question in the title of this post. The first graphic highlights one important issue. We chose 2 August 2011 versus 17 February 2012 as key dates to compare the US Treasury Yield curve. If … Continue reading Where will all the new money come from?
How to compete fairly and openly. [Part of our ‘The Trouble with Innovation series 1,2,3,4,5 – Part 6]Doing business anywhere, anytime is never easy! That is a stark commercial reality, that most business people will accept as a given. But how? now? does is work in a climate of AUSTERITY??? (Apologies for the blatant confusion and … Continue reading A new Commercial Reality under Austerity
Are the European and more specifically the Euro-zone problems purely a matter of cultural differences, engrained in generations of ‘Nation Staters’ or something deeper in each nation-people’s psychology? It cannot purely be a difference of political ideology between the leaders and individual nations of Europe that has lead us to the brink of the … Continue reading A matter of CULTURE or PSYCHOLOGY in Europe?
The team at theMarketSoul have not been busy enough putting blog article out during January 2012; however, it has given us the opportunity to reflect on the goings on in the various regions around the globe. The themes of this article are: Taxation Collaboration The USA The only great point of interest was the State … Continue reading Reflections on January 2012
It is with a little amusement that we scanned through the Economic headlines today, following Standard & Poor’s decision to finally downgrade France’s and other Eurozone nation’s Sovereign Debt rating. France lost its prestigious triple A (AAA) grade to AA+. Sarkozy and French anger? Indeed! Off course the irony is that an “outsider market agency” … Continue reading Irony and Downgrade Anger