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Podcast

Gabriel Stein

2nd Jul 2010

LSR leading indicators point to global slowdown

Podcast by:
Gabriel Stein


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EA money growth remains anaemic
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US Q3 growth outlook still quite good
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US Treasuries: bull market, not bubble
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Strong competitive gains to preserve Mexican recovery
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Copper to be a lead balloon
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Inflation Report signals unchanged policy
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July services PMI a red-herring
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US payrolls – vague, inaccurate and lagging key market mover
(5th Aug 2010)
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Weak winter in Euroland
(30th Jul 2010)
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The UK economy lift off in Q2…
(23rd Jul 2010)
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EA - Q2-3 still good, Q4 and 2011 worse
(23rd Jul 2010)
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China beggars its neighbour – the world!
(15th Jul 2010)
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Drop the hotter BRICs!
(15th Jul 2010)
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A rebalancing UK economy?
(9th Jul 2010)
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Baltic Dry Index spells bad news for hard commodity prices
(8th Jul 2010)
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Shaky UK banks still pose risks, albeit diminished risks, to recovery
(2nd Jul 2010)
Jamie Dannhauser play  download  emailus 
LSR leading indicators point to global slowdown
(2nd Jul 2010)
Gabriel Stein play  download  emailus 
Is UK fiscal policy now too tight?
(25th Jun 2010)
Michael Taylor play  download  emailus 
Manufacturing is strong – for now
(24th Jun 2010)
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Mistaken markets spawn misguided policies
(18th Jun 2010)
Brian Reading play  download  emailus 
US deflation looms
(17th Jun 2010)
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MPC to fire starting gun on tightening cycle this year
(11th Jun 2010)
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The great news of China
(11th Jun 2010)
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Australia’s trade in surplus – for a change
(3rd Jun 2010)
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Hot and cold economies
(3rd Jun 2010)
Maya Bhandari play  download  emailus