Showing posts with label macroeconomics. Show all posts
Showing posts with label macroeconomics. Show all posts

Wednesday morning readings

Wednesday, April 13, 2011 0 comentários
My creativity is hitting new lows; fortunately there are several better minds around the world deserving a reading:

- Tyler Cowen is around here, and dares to answer the multimillion dollar question: why real interest rates are so high in Brazil? (Marginal Revolution)

- Wanna raise profits by 67%? Cut provisions for credit losses by 83%. Banks' balance sheets are pieces of fiction (Bloomberg).

- 120 years of home prices in US (The Big Picture).

- Schroders discusses Germany and the future of the euro (Scribd).

- The Economist's forum discusses capital controls, their utility and application (Economics by Invitation).

- Dani Rodrik, his meeting with Saif Qaddafi and the moral dilemma of helping dictatorships (Project Syndicate).

- A good summary of Scott Sumner's defense of nominal GDP targets (Adam Smith Institute).

Monday morning readings

Monday, April 11, 2011 0 comentários
- Trend has been a friend since David Ricardo (Au.Tra.Sy).

- PIMCO is net short U.S. Treasuries (Yahoo! Finance).

- Barry Ritholtz updates his great list of trading books, rules, and aphorisms (The Big Picture).

- Commodities behemoth Glencore to make a record listing in London (Financial Times).

- Barry Eichengreen believes in a more stable world, but possibly only after three more crises (Project Syndicate).

- Raghuram Rajan and the three paths for indebted democracies. None of them looks particularly sanguine (Project Syndicate).

- Globo TV's Glória Maria went to Singapore to interview the legendary Jim Rogers. It's priceless to watch a multimillionaire bringing the kids from school cycling in the rain while some in Brazil say it's "impossible" to grow a child without a full-time nanny (Globo, audio in Portuguese).

- New economic thinking = reading old books (Mark Thoma).

- Iceland rejects another deal to compensate Icesave creditors (WSJ).

- The tight race for Peru's presidency (El Comercio).

- Another great director leaves the world without winning an Academy award: Sidney Lumet. His most famous works (Telegraph) and his paradoxical connection to the Reaganism (New Yorker).
 
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