Category Archives: Uncategorized

Fed Drops Patient Stance on Interest-Rate Rise Guidance – FT

March 18 — The Federal Reserve dropped an assurance it will be “patient” in raising interest rates, ending an era in its communications policy and opening the door for higher borrowing costs as early as June. Peter Cook reports on … Continue reading

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Can Canada’s oil sands cope with $50 crude? – FT

Extracting crude from Canada’s oil sands is expensive to set up. Whether these operations will be mothballed with oil around $50 per barrel is another matter. Lex’s Oliver Ralph and Alan Livsey discuss the outlook for crude production. For more … Continue reading

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European equities just catching up? – FT

Europe’s equities have rallied 15 per cent of late, with the ECB’s quantitative easing under way, the euro sinking and the economy recovering. Lex’s Oliver Ralph and Robert Armstrong discuss whether there is still value to be found in European … Continue reading

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US Sector ETF Performance – March 5

(click here if charts are not observable)

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Daily Risk Monitor – February 10

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Larry Summers on Charlie Rose

A discussion about the global economy with Larry Summers, President Emeritus of Harvard University. “We are in uncharted territory economically.” Click here for interview (click here if pictures are not observable)

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Valuing Apple – FT

Apple has just returned the most profitable quarter of any public company in history. Lex’s Oliver Ralph and Robert Armstrong discuss why it is difficult to value the iPhone maker and how innovative it needs to be. For more video … Continue reading

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Quote of the Day

Global macro bullshit is back. – Josh Brown

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Daily Risk Monitor – January 23

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Daily Risk Monitor – January 21

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