An RSS feed generated from the blog aggregator for CPI Financial http://www.cpifinancial.net/blog Tue, 21 May 2013 00:00:00 -0500 Wed, 22 May 2013 03:07:42 -0500 copyrights 2013 CPI Financial. All rights reserved. en A few years ago – even last summer – talk of another equity market bubble would have seemed premature, if not absurd. But now that global equities have risen approximately 25 per cent in dollar terms from last June through late April, the question on many investors’ minds is: Are we in a bubble? http://www.cpifinancial.net/blog/category/economics/post/20777/are-we-in-a-bubble-where-and-how-to-find-value-in-todays-market net.cpifinancial.news.news-20777 Mon, 20 May 2013 00:00:00 -0500 CPI Financial Blog Channel Investments Economics Markets Another bad week for the gold price without a single day of rising prices, short covering, etc; palladium is the hands-down winner of last week’s proceedings. http://www.cpifinancial.net/blog/category/economics/post/20723/precious-metals-report-good-week-for-palladium-bad-for-gold net.cpifinancial.news.news-20723 Sat, 18 May 2013 00:00:00 -0500 CPI Financial Blog Channel Investments Economics Markets The point of maximum pessimism is often an inflection point in the land where pessimism has been entirely rational for centuries or at least since October 1917. Russia, once again, is a focus of investment angst (though Yandex ADR did rise 30% last week, Spasiba tovarichi!) for good reason. Cyprus, growth fears, fall in gold/oil, the epic Gazprom meltdown, skepticism about the reform agenda, energy policies of the Kremlin siloviki have all lead to disillusionment with Russia. http://www.cpifinancial.net/blog/category/economics/post/20403/from-russia-with-love-and-alpha net.cpifinancial.news.news-20403 Mon, 06 May 2013 00:00:00 -0500 CPI Financial Blog Channel Investments Economics Markets Gold prices held up reasonably well over the course of last week, with the Chinese physical markets closed for the first three days of the week. http://www.cpifinancial.net/blog/category/economics/post/20365/precious-metals-report-the-china-syndrome net.cpifinancial.news.news-20365 Sat, 04 May 2013 00:00:00 -0500 CPI Financial Blog Channel Investments Economics Markets Kathleen Brooks, Research Director UK EMEA for FOREX.com, gives a rundown of her initial thoughts on ECB rate cut http://www.cpifinancial.net/blog/category/economics/post/20335/initial-thoughts-on-the-ecb-rate-cut net.cpifinancial.news.news-20335 Thu, 02 May 2013 00:00:00 -0500 CPI Financial Blog Channel Economics Markets If only E.M. Forster and Dr. Aziz did macro! A $ 25 fall in Brent crude and a $250 fall  in gold is nirvana for India’s current account deficit  at a time when the  March wholesale price inflation has fallen to 6% and Finance minister Chidambaram could well slash taxes on G-Secs to encourage offshore money into Dalal Street debt markets. A 60 basis point RBI rate cut in May is all too possible to ignite a secular rally in Indian rupee government/corporate debt market that is simply not reflected in current prices. http://www.cpifinancial.net/blog/category/economics/post/20229/macro-ideas-my-macro-passage-to-indian-debt net.cpifinancial.news.news-20229 Mon, 29 Apr 2013 00:00:00 -0500 CPI Financial Blog Channel Investments Economics Markets Trading environment has stabilised; gold is back above $1400/oz; UK credit downgrade hasn’t hurt GBP so far; lower gold should boost INR and the Sensex; Brazil’s recent rate hike is not a trend setter http://www.cpifinancial.net/blog/category/economics/post/20189/whats-in-a-credit-rating net.cpifinancial.news.news-20189 Thu, 25 Apr 2013 00:00:00 -0500 CPI Financial Blog Channel Markets Economics Late last week, I had a rather crazy 24-hour trip to Tokyo spending just about the same time to travel there and back as I did on the ground, with it in essence being a farewell trip. It was a lot of fun, especially the karaoke, and special thanks to my wonderful colleagues at Goldman Sachs Tokyo and to the kind hospitality shown by clients. As I said in both a formal client event and at Goldman Sachs drinks, Japan must retain its wonderful style of courtesy, precision and attention to detail. In my experience, this is quite unique. I shall reflect on other meaty economic challenges and goals below, but before that, let me offer my view on other topical matters arising around the world last week. http://www.cpifinancial.net/blog/category/economics/post/20188/reflections-on-japan net.cpifinancial.news.news-20188 Thu, 25 Apr 2013 00:00:00 -0500 CPI Financial Blog Channel Markets Economics