Latest GMR Flash 01.09.B online now : click on Investment Letter As a reminder, in our new format—the big GMR Newsletter comes out once a month … BUT we will be sending out periodic updates (Flashes) once or twice a week to update readers on market action and our latest thoughts. Our numbering system is [...]
Posts Tagged ‘GDP USA’
GMR Flash 01.09.B
Posted in Flash, tagged central banks, GDP USA, GMR Flash, Portfolio, reflation, US Dollar on 13, January 2009 | Leave a Comment »
Euro | US Budget – Out of Control
Posted in Commentary, News, tagged Euro, GDP USA, USA Budget on 14, January 2009 | Leave a Comment »
The survey consensus is that the ECB will cut by 50 basis points tomorrow – we took the conservative route of 25bp – in any case, Euroland is weakening and some economists have spoken of Euro parity with the US Dollar Patricia Lifson at PNC Bank said the market was coming to the realization that [...]
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