Sunday Evening Links
November 8th, 2009 10:42 pm | by John Jansen |If the FOMC is looking for a gauge of inflation expectation, then I have a nominee. When was the last time the FT gave prominence to two stories on the same evening which describe the threat of inflation? I do not recall it any time recently.
On the slow motion passing of the baton from US to China: another small marker.
Expect more dollar weakness this week as G 20 meeting is rather innocuous.
Recession lingers in the psyche of frugal consumers.
Bloomberg reports the first increase in home prices in New Zealand in 16 months.
Japanese investors have seen this movie before and they think that they know how it ends. And the ending makes then want to own Treasuries.
