Tag Archives | S&P

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The Real Economies Set To Dominate Q2

By John Richardson

Sometimes a picture is worth many thousands of words.

The above chart, supplied by one of the blog’s resources analyst contacts in Perth, Western Australia, neatly illustrates the dangerous divergence between real ecoomies and financial markets. As …

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Place Your Bets – Who Is Right?

By John Richardson

DOW Chemical CEO Andrew Liveris said in a 27 July conference call that China’s industrial economy was still doing very well. “They’re managing themselves down very nicely,” he added, pointing to official GDP growth numbers of 8-9%, …

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How long can bear-market rallies last?

The current run-up in equities might go on and on – perhaps even for several years, according to economist Russell Napier.

But he warns, in this excellent video interview with FT journalist John Authers, that an extended boom in equities …

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