Sunday, November 18, 2012

Today’s articles on Macro View

Editors' Picks

Is There An Asian RMB Bloc? by Michael Pettis

Basel III And Gold by Bruce Pile

2-Month Spike In CPI Appears To Have Run Its Course; Deflation Risk Nosedives On Election Outcome by Ed Dolan

Market Outlook

Outlook For 2013 And Beyond: Exploring The Endgame For Financial Markets by Eric Parnell

Guidance Spread Still Negative But Gets Slightly Better by Bespoke Investment Group

Coming Week Market Movers: 10 Sources Of Exceptional Volatility by Cliff Wachtel

Crash Alert: A Toxic Mix Of Events Heading Into 2013 by Cliff Wachtel

The Prior Week: 5 Things We Learned About The Weeks Ahead by Cliff Wachtel

The Positive Trade When Incumbent Presidents Run For Re-Election Rarely Lasts by Dr. Duru

Finally Friday - Maybe Tomorrow The Markets Won't Fall by Market Shadows

The End Of The World (As We Know It) Or Resolution To The Fiscal Cliff? by Paul Johnson

How Return Of Capital Now Trumps Return On Capital by Alexander J. Poulos

Gold & Precious Metals

Why You Should Be Bullish On BHP Now by Cris Frangold

Basel III And Gold by Bruce Pile

Barrick: Look Beyond Pascua-Lama by Cris Frangold

The Fragile State Of Global Platinum Supply by Leo Liu

Commodities

Canada Denies Petronas: A Catch-22 For LNG Exports by Keith Schaefer

Golar LNG: Designing The World's First Floating LNG Export Terminal by Keith Schaefer

4 Natural Gas Producers: Which Will Energize Your Porfolio? by Cris Frangold

Economy

The Economy Is Killing Joe Sixpack by Steven Hansen

2-Month Spike In CPI Appears To Have Run Its Course; Deflation Risk Nosedives On Election Outcome by Ed Dolan

Which Country Is Better For Investment: France Or Sweden? by David Hunkar

Forex

Is There An Asian RMB Bloc? by Michael Pettis

The Myth Of A Big Dollar Rally by Jay Norris


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