
Global economy on a spacewalk – Part 2
WHAT IS THE STATE OF HEALTH OF THE US ECONOMY NOW – SOME RECENT INDICATORS v Markit Flash November Manufacturing Index rebounded strongly to 54.3 compared to October read of 51.8 which was a 12-months low as a result of disruptions from government shutdown, but well within 3 year upper range of 55, indicating continuing...

Global economy on a spacewalk – Part 1
BEN BERNANKE’S HIGH STAKES POKER GAME “Helicopter” Ben Bernanke took the US and global economies on a spacewalk on 18 December 2013 – an uncharted journey of cautious optimism and a giant step into a big unknown - surrounded by harsh economic realities engulfing all major developed economies. The US economy is out of...

ETFs: Reality vs theory
ETFs’ counter-party and collateral risks The Financial Stability Board (FSB) which was set up after the last 2008 financial crisis, and which represents central banks and regulators has said that the increased popularity of synthetic ETFs, as well as the more intensive recourse to securities lending by providers of physical ETFs raises...
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