Brazil jumps the budget bar–barely
The Brazilian government announced $30 billion in proposed spending cuts yesterday, February 9. That was the minimum the government could pledge and not disappoint financial markets.
Food price inflation ahead: USDA says wheat production will be lower than projected in 2011
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Inflation edges up in Brazil–raising odds of an interest rate increase next month
By the end of the week the Brazilian government will have announced the size of proposed budget cuts. That will tell investors how many more interest rate increases to expect.
Why China is going slow in its fight against inflation
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...China raises interest rates a token 0.25 percentage points
Even though this is the second increase in interest rates for China in a little more than six weeks, the small size of the increase argues that this won’t be the last move. Especially because the consensus among economists is that today’s move is an indication that the central bank wanted to get ahead of bad news in next week’s report on inflation.
Get ready for some volatility–Shanghai resumes trading on Wednesday
If trading in Hong Kong, which resumed today, is any indication, the new year is going to begin with a continuation of the old year’s volatility. The Hang Seng index fell 1.5%.
Saturday Night Quarterback says, For the week ahead expect…
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Heed the groundhog: More food commodity inflation is on the way
Huge inflationary pressures have built up in the food commodity pipeline—wheat prices are up 110% in the last 12 months.
With too much to worry about, stocks pause until risk falls or fundamentals improve
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Brazil’s economy looks to be slowing but another interest rate increase still seems likely
Will a second straight monthly drop in industrial production put Brazil’s interest rate increases on hold? December output fell by 0.7% from November. The futures market is still looking for a rate increase in March.
Inflation hits 2.4% rate in Eurozone leaving the central bank with few options
Inflation in the Eurozone hit an annualized rate of 2.4% in January where the European Central Bank’s target is close to but not above 2%.
Why China’s inflation problem is the one that really scares me
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