China cooks the books: the official numbers understate economic growth
Everyone assumes that China cooks its official numbers on inflation and GDP growth. These alternative measures indicate hiw hard the cooks are working.
10 reasons to love 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...Time to lighten up on Brazilian banks such as Itau Unibanco
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...
The fight against inflation–and not inflation itself–will drive stock markets 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...Overseas markets are looking at a correction deeper than the 5% pullback in the U.S.
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 new central bank president cranks up interest rates
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’s official 9.8% GDP growth rate sinks stocks
For the fourth quarter of 2010 GDP growth in China accelerated to 9.8%. That was higher than the 9.6% annual growth recorded in the third quarter and above the 9.4% consensus estimate from economists.
Inflation rate drops in China but bond market signals its disbelief that the trend toward higher inflation has reversed
It’s particularly significant that the spread is widening even though the most recent inflation numbers show inflation falling in December from November’s level. The bond market, at least, doesn’t believe that December’s drop is likely to last or that inflation is under control.
Saturday Night Quartback 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...What to do about China? Inflation fears will make 2011 a very tough year for emerging market stocks
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...Today’s increase in reserve requirements from the People’s Bank won’t do the job on inflation
Another increase in the reserve ratio does more damage than good at this point. The more of these half-measures the government in Beijing tries and that then fail to stem inflation, the more convinced the financial markets as a whole get that big steps will be necessary.
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