Archives for: July 2010
07/31/10
Wall Street Journal Blogs: Q&A: Romer Reacts to GDP Data, July 30, 2010Gross domestic product came in Friday slightly below economists’ expectations at a 2.4% annual growth rate for the second quarter, and some raised concerns about the second ha… more »
11:49:38 am, by editor of MarketObservation.com 
, 14 words 
Categories: Economics Global, Economics Asia
Reuters: China overtakes Japan as No.2 economy, July 30, 2010Keywords: Chinese Economy, Chinese Economic Growth more »
Bloomberg Businessweek: Taleb: Government Deficits Could Be the Next 'Black Swan', July 26, 2010In a new edition of The Black Swan, author Nassim Nicholas Taleb warns against depending "on financial assets as a repository of value" read more more »
Keywords: US Economy, End of Stimulus, Double Dip more »
09:07:32 am, by editor of MarketObservation.com, 38 words
Categories: Entrepreneurship/Leadership/Innovation
Home video sales are down, but technological progress in the electronic distribution of films may change a whole industry:
Movie studios may win with electronic distribution from TheDeal TV on Vimeo.
Keywords: Film Industry, Electronic Distributio… more »
Bloomberg: Berkshire Hathaway May Hire Li Lu to Help Run Portfolio, Journal Reports, July 30, 2010"Li Lu, a hedge fund manager, is in line to help manage Berkshire Hathaway Inc.’s portfolio, the Wall Street Journal said, citing Charlie Munger. “I… more »
07/30/10
09:37:59 pm, by editor of MarketObservation.com , 42 words
Categories: Academic, Banks/Investment Banks
Excellent insights and graphs!
The Contribution of the Financial Sector
Miracle or Mirage? Speech by Andrew Haldane, Executive Director, Financial Stability, Bank of England, at the Future of Finance Conference, London, July 14, 2010
Keywords: Fin… more »
The US recovery appears to be faltering after a slowdown in consumer spending dampened growth and fuelled fears of a double dip recession.President Barack Obama's hopes of a strong showing in November's congressional elections took a blow as official… more »
A normal event in the development of a new industrial powerhouse:
The Economist: The rising power of the Chinese worker; In China’s factories, pay and protest are on the rise. That is good for China, and for the world economy, July 29, 2010
Keywor… more »
02:06:55 pm, by editor of MarketObservation.com , 60 words
Categories: Info about Resource Companies, Global natural Resources Trends
Spiegel Online International: Choc Finger's Big Bet; Speculators Rediscover Agricultural Commodities, July 29, 2010
With the financial crisis fading into the past, speculation on agricultural commodities markets has returned in force. Food prices are… more »
Voxeu.org: Fetters of gold and paper, by Barry Eichengreen, Peter Temin, July 30, 2010The world economy is experiencing tensions arising from inflexible exchange rates – particularly the dollar-renminbi peg and the Eurozone. Drawing on lessons from t… more »
09:08:51 am, by editor of MarketObservation.com, 18 words
Categories: Opinion on Specific Transactions
A slow 2011 for midmarket financing? Maybe not from TheDeal TV on Vimeo./center>
Keywords: Mid-market M&A, Mid-market Financing activity more »
07/29/10
07:51:22 am, by editor of MarketObservation.com , 36 words
Categories: Investment, Central Banks/Government, Banks/Investment Banks
l Gross, Investment Outlook, Structural Problem more »
07:45:55 am, by editor of MarketObservation.com , 353 words
Categories: Investment, Banks/Investment Banks, Industrial Firms
Dailami, Mansoor, Sovereign Debt Distress and Corporate Spillover Impacts (July 1, 2010). World Bank Policy Research Working Paper Series, Vol. , pp. -, 2010. Available at SSRN: http://ssrn.com/abstract=1649255
Abstract:
"In much of the standard co… more »
Project Syndicate: The Hidden Future of the US Economy, by Martin Feldstein, July 27, 2010
Keywords: US Economy, Economic Forecast, Double Dip more »
07/28/10
Voxeu.org: Just how risky are China’s housing markets? by Yongheng Deng, Joseph Gyourko, Jing Wu, July 28, 2010
Keywords: Chinese Housing Market, Chinese Property Prices more »
Mint.com: Who Owns the U.S. Debt, July 15, 2010 more »
11:30:59 am, by editor of MarketObservation.com , 11 words
Categories: Market research, United States
rds: Case Shiller Index, US Home Prices, US Real Estate Market more »
08:08:01 am, by editor of MarketObservation.com , 268 words
Categories: Stock Market, Corporate Finance
The UBS team has also performed well in the second quarter of 2010 and presents excellent results:
Reuters: UBS outshines Deutsche Bank, as wealth turnaround nears, July 27, 2010
"UBS's (UBS.N) strong second quarter investment banking results stood… more »
07/27/10
Marginal Revolution: Why I've been wrong about Europe, by Tyler Cowen, July 27, 2010Why I've been wrong about Europe"If only mentally, I predicted a worse summer for the European economies than they seem to be experiencing; furthermore the euro i… more »
Keywords: Principal Agent Problem more »
The Economist: A weakling no more, July 26, 2010
WHILE most of our attention has been on the equity and government bond markets, the foreign exchange market has undergone one of its occasional changes in trend. The euro is no longer the whipping boy.… more »
07:14:11 am, by editor of MarketObservation.com , 0 words
Categories: Economics United States, Economics Global
Fixed Ideas of Money; Small States and Exchange Rate Regimes in Twentieth-Century Europe;
Series: Studies in Macroeconomic History, Tobias Straumann, University of Zurich
"Most European countries are rather small, yet we know little about their mon… more »
07/26/10
It is sometimes fun to take a look back! more »
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06:12:01 am, by editor of MarketObservation.com , 33 words
Categories: Opinion on Specific Transactions
Head of capital markets at Churchill Financial Holdings about three factors driving uptick in midmarket dealmaking:
Three factors driving uptick in midmarket dealmaking from TheDeal TV on Vimeo.
Keywords: Mid Market M&A, Dealmaking more »
07/25/10
09:31:20 pm, by editor of MarketObservation.com , 87 words
Categories: Banks/Investment Banks, Regulation
Where to draw lines: stability versus efficiency, by Thomas J. Sargent, New York University and Hoover Institution, July 2, 2010
Abstract:
"What kinds of assets should financial intermediaries be permitted to hold? What kinds of liabilities should… more »
09:26:24 pm, by editor of MarketObservation.com , 12 words
Categories: Banks/Investment Banks, Regulation
Project Syndicate: Who Should Safeguard Financial Stability? by Robert J. Shiller, July 22, 2010 more »
10:01:08 am, by editor of MarketObservation.com , 4 words
Categories: Entrepreneurship/Leadership/Innovation
Keywords: Entrepreneurship, Innovation, Invention more »
Keywords: European Bank Sress Test, European Bank Stress Test more »
NYT: An A.I.G. Failure Would Have Cost Goldman Sachs, Documents Show, by Gretchen Morgenson, July 23, 2010
Since the United States government stepped in to rescue the American International Group in the fall of 2008, Goldman Sachs has maintained that… more »
07/24/10
www.davidhorsey.com more »
10:04:13 am, by editor of MarketObservation.com , 55 words
Categories: Central Banks/Government, Banks/Investment Banks
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07/23/10
11:17:51 pm, by editor of MarketObservation.com , 29 words
Categories: Economics Europe, Economics Global
paper more »
A. Davidson Hall, head of Stephens' leveraged finance group, talks about the correction debt markets have seen in recent weeks: Debt market correction was 'healthy' from TheDeal TV on Vimeo.Keywords: US Debt Market, Leveraged Finance more »
01:31:23 pm, by editor of MarketObservation.com, 156 words
Categories: Analysts, Banks/Investment Banks
Eurointelligence: The rating agencies are no longer rating, July 23, 2010
"The three dominant credit-ratings providers in the US have requested their clients not to use their credit ratings, reports the Wall Street Journal. This is the direct conseque… more »
07/22/10
12:19:20 pm, by editor of MarketObservation.com , 29 words
Categories: Global natural Resources Trends, Politics, Initiatives
Pavan Sukhdev, the head of the UN Environmental Programme's Green Economy Initiative, on how to assign an economic value to nature:
Keywords: Environmental Initiatives, Value of Nature, Environmental Economics more »
Econbrowser: China land prices, July 21, 2010A new NBER working paper by Jing Wu, Joseph Gyourko, and Yongheng Deng (also discussed by Joseph Cotterill and Tyler Cowen), used recorded prices for 300 residential land auctions in Beijing to develop the… more »
Fed Chairman Ben Bernanke on July 21, 2010, talked about the economy as part of his semi-annual report on monetary policy before the Senate Banking Committee. The stock market tumbled that day after his remarks about the "unusually uncertain" economy:… more »
07/21/10
IMF: INTERNATIONAL MONETARY FUND, EURO AREA POLICIES; Staff Report for the 2010 Article IV Consultation with Member Countries, Prepared by the European Department, Approved by Ajai Chopra and Tamim Bayoumi, July 1, 2010
Content:
Executive Summary… more »
a href="http://www.voxeu.org/index.php?q=node/5326">Voxeu.org: Leaving the euro: What’s in the box?, by Mario I. Blejer, Central Bank Governor of Argentina, Eduardo Levy-Yeyati, Barcelona Graduate School of Economics and the Business School of Universida… more »
EuroIntelligence: Hurrah, the Landesbanken have passed the stress test - financial crisis now officially over, July 21, 2010The FT got the first leaks from the stress tests, which seem to confirm the worst expectations: far fewer banks than expected… more »
07/20/10
09:54:18 pm, by editor of MarketObservation.com , 23 words
Categories: Market research, Europe, United States, Asia
Source: HousingStory.netAbove is a selected chart from www.housingstory.net. It is worth to have a look at the site! more »
Debt, US Budget Deficit more »
Keywords: Media Investment Advice, Investment Decisions more »
Guy Sorman thinks that European politicians would need a better communication strategy and a vision when explaining their actions to the people:
Project Syndicate: Europe’s Vision Deficit, by Guy Sorman, July 19, 2010
Here is an excerpt:
"Econom… more »
07/19/10
Gary Shilling, president of A. Gary Shilling & Co., talks on Bloomberg TV about Europe's sovereign debt crisis and the prospects for the euro and U.S. Treasury market. more »
The IMF and Hungary will eventually reach an accord in September on the country's bailout program, Economy Minister Gyorgy Matolcsy said. more »
GMO - Reflections on the Sovereign Debt Crisis more »
Economist: Debate about the effectiveness of industrial policy
Harvards' Josh Lerner and Dani Rodrik present their views. more »
07/18/10
07:12:25 pm, by editor of MarketObservation.com , 18 words
Categories: Economics United States, Economics Europe
Here is Tyler Cowen's latest NYT article on Germany's experience with debt. And here is Paul Krugman's reaction. more »
Keywords: Competitive Advantage, Money, Philanthropy, National Debt, Wealth Disparities more »
Source: Tim Iacono (click for larger image) more »
Find following a linkt to Tyler Cowen's (George Mason Universtity) New York Times article about Germany's attempts to reduce its debt. The article shows that:Budget discipline matters!Manufacturing matters!Reliability and long-term planning matte… more »
07/17/10
01:18:39 pm, by editor of MarketObservation.com, 18 words
Categories: News Stories, Opinion on Specific Transactions
Tech M&A to flourish in second half of 2010 from TheDeal TV on Vimeo.
Keywords: Tech M&A, Technology Transactions more »
Keywords: M&A Switzerland, Leading Swiss M&A Firms, Swiss M&A Advisors more »
10:13:24 am, by editor of MarketObservation.com , 13 words
Categories: Deals, Investment Strategy, Market Characteristics
Jul. 16 2010 | 10 12 00 ET Keywords: Private Equity, Private Equity Investment Strategy, Private Equity Deals more »
10:01:48 am, by editor of MarketObservation.com , 100 words
Categories: Economics Global, Economics Asia
Voxeu.org: Chinese foreign direct investment: What's happening behind the headlines? by Lucian Cernat and Kay Parplies, July 16, 2010 While China is recognised as one of the world's leading destinations for inward foreign direct investment, outwar… more »
07/16/10
s. Jul. 15 2010 | 10 17 00 ET more »
EuroIntelligence: Detailed disclosure is the key to stress-test success, by Nicolas Véron (Bruegel in Brussels and Peterson Institute in Washington DC), July 15, 2010 more »
09:18:26 am, by editor of MarketObservation.com , 102 words
Categories: Global natural Resources Trends, Politics, Technologies
Greg Mankiw's Blog: The Problem with Biofuels, July 15, 2010
Mankiw writes:
"Some people who oppose Pigovian taxes, such as a gasoline tax, say we should reduce our gasoline consumption by subsidizing substitutes, such as biofuels. A new CBO repor… more »
07:53:33 am, by editor of MarketObservation.com , 199 words
Categories: Banks/Investment Banks, Regulation
Read on The Becker Posner Blog Gary S. Becker's five arguments against the Dodd-Frank financial reform bill:
The Becker Posner Blog: Five Major Defects of the Financial Reform Bill-Becker, July 11, 2010
Here is a small excerpt:
"The Dodd-Frank b… more »
07:44:13 am, by editor of MarketObservation.com, 89 words
Categories: Global natural Resources Trends, Politics, Strategy, Research, Technologies
Project Syndicate: Affordable Green Energy, by Bjørn Lomborg, July 14, 2010Public skepticism about global warming may be growing, but the scientific consensus is as solid as ever: man-made climate change is real, and we ignore it at our peril. But if… more »
07/15/10
08:20:41 pm, by editor of MarketObservation.com , 49 words
Categories: Economics United States, Economics Europe
Voxeu.org: Why Germany should not listen to the US, by Hans-Werner Sinn, July 15, 2010Some Americans are calling on Germany to pursue expansionary fiscal policy. This column says that the German government should ignore US criticism of its savings me… more »
July 14, 2010
Keywords: Chinese Economy, Chinese Growth more »
10:51:38 am, by editor of MarketObservation.com , 6 words
Categories: Global natural Resources Trends, Politics
WSJ: Changes Choke Cap-and-Trade Market, July 12, 2010"The acid-rain market has been considered a success, helping to reduce sulfur-dioxide emissions by half. Permits to emit sulfur had once traded for $1,600 a ton. European carbon markets followed,… more »
10:41:00 am, by editor of MarketObservation.com , 12 words
Categories: Banks/Investment Banks, Regulation
Project Syndicate: A Roosevelt Moment for America’s Megabanks? by Simon Johnson, July 14, 2010 more »
EuroIntelligence: Ecofin edges towards compromise on financial regulation, July 14, 2010"European finance ministers decided to move a millimetre towards the European Parliament, by agreeing that the pan-European financial supervisory agency should be… more »
07/14/10
Yahoo Tech Ticker: Niall Ferguson: A U.S. Debt Crisis Is On Its Way more »
FT via Economist View: "Sagging Global Growth Requires Us to Act", Nouriel Roubini and Ian Bremmer, July 13, 2010 more »
NEWSPAPERS/TVThe EconomistThe Economist: Can anything perk up Europe? Yes: the European Union will thrive if its leaders seize the moment in the same way they did 20 years ago, July 8, 2010 The Guardian, UKGuardian: Labour market report t… more »
07/13/10
Do Europeans Support Spending Cuts? FT article, via Ritholtz', July 13, 2010 more »
Project Syndicate: Fiscal Fibs and Follies, by Barry Eichengreen, July 13, 2010
Across the globe, the debate over fiscal consolidation has the distinct sound of two sides talking past one another.
On one side are those who insist that governments m… more »
10:44:40 am, by editor of MarketObservation.com , 12 words
Categories: Analysts, Banks/Investment Banks
rds: European Banks, Bank Equity, Bank Stress Test more »
Project Syndicate: The Market Confidence Bugaboo, by Dani Rodrik, July 2010 more »
paper more »
07/12/10
09:07:11 pm, by editor of MarketObservation.com, 83 words
Categories: Economics United States, Economics Europe
Find here some good reading about information herding.ð£e rise of social media and its impact on mainstream journalism: A study of how newspapers and broadcasters in the UK and US are responding to a wave of participatory social media,and a historic… more »
04:39:08 pm, by editor of MarketObservation.com , 0 words
Categories: Various Market Info, Market Characteristics
Spiegel Online International: Creating Order in the Euro Zone; Merkel's Rules for Bankruptcy, July 12, 2010Fearing a lasting burden on taxpayers, the German government is preparing a set of insolvency rules for countries in the euro zone. It would re… more »
02:51:32 pm, by editor of MarketObservation.com , 87 words
Categories: Investment, Central Banks/Government, Banks/Investment Banks
EuroIntelligence: Stark hints at an end to ECB’s sovereign bond purchases, July 12, 2010The ECB signals that government bond purchases could end, the FT reports. Jürgen Stark said on Friday the declining scale of the ECB’s purchases since then showed… more »
NYT: Hayek: The Back Story, by Jennifer Schuessler, July 1, 2010Related:MarketObservation: The road to serfdom, Hayek’s book has been in the Amazon top 1,000 for a year and a half nowKeywords: Friedrich Hayek, Austrian Economics, Economic Thi… more »
11:36:17 am, by editor of MarketObservation.com, 12 words
Categories: Economics United States, Economics Global
NYT: The Trilemma of International Finance, by Gregory N. Mankiw (Harvard), July 9, 2010 more »
July 9, 2010 more »
The Economist: Can anything perk up Europe? July 8, 2010Yes: the European Union will thrive if its leaders seize the moment in the same way they did 20 years ago WHEN Europeans fear for their jobs and their savings, when their governments and com… more »
12:25:59 am, by editor of MarketObservation.com, 82 words
Categories: Banks/Investment Banks, Fraud, Regulation
The New Republic: Tremble, Banks, Tremble; The key to financial recovery: restoring the rule of law on Wall Street, by James K. Galbraith, July 9, 2010The financial crisis in America isn't over. It's ongoing, it remains unresolved, and it stands in t… more »
07/11/10
06:10:04 pm, by editor of MarketObservation.com , 12 words
Categories: Entrepreneurship/Leadership/Innovation
Fast Magazine: The 100 most creative people in business 2010. This is not really a private equity issue but as we have a category "entrepreneurship" in the private equity section we place this list here. more »
NYT: Volcker Pushes for Reform, Regretting Past Silence, July 9, 2010 more »
Interesting reading (incl. presentation) about the student loans market. Steve Eisman, who was profiled in Michael Lewis' book "The Big Short", sees some similarities to the subprime market:Marketfolly: Steve Eisman & FrontPoint Partners Ira Sohn… more »
01:27:32 pm, by editor of MarketObservation.com , 169 words
Categories: Market research, Market characteristics, United States
Voxeu.org: The political economy of the subprime mortgage credit expansion, by Atif Mian (Berkeley), Amir Sufi (Chicago) and Francesco Trebbi (Chicago), July 11, 2010
The authors show that lobbying of both mortgage lenders and subprime borrowers had a… more »
Jul. 9 2010 | 10 18 00 ET more »
Source: Jeff Frankels (Harvard) WeblogJeffre Frankel and George Saravelos began by examining more than eighty contributions to the pre-2008 literature on Early Warning Indicators (EWIs).The table above shows which variables were most often found… more »
07/10/10
09:52:45 pm, by editor of MarketObservation.com , 36 words
Categories: Performance Measurement, Corporate Governance, Market Characteristics
Public versus Private Equity
Should investors expect higher returns from private equity investments as compensation for the lack of liquidity? Does private equity offer a useful diversification benefit in a balanced portfolio? read the Fama/French opi… more »
NYT: The Trilemma of International Finance, by N. Gregory Mankiw, July 9, 2010
Project Syndicate: Taming Finance in an Age of Austerity, by Joseph E. Stiglitz, July 8, 2010 more »
Source: Spiegel Online InternationalSpiegel Online International has a great set of graphs about the Euro crisis; click here to go to the graphs more »
08:07:40 am, by editor of MarketObservation.com, 1 words
Categories: Economics United States, Economics Global
July 9, 2010 more »
Bloomberg: BC Partners, Silver Lake Agree to Acquire Health-Care Provider Multiplan, July 9, 2010
BC Partners Ltd., manager of a 5.8 billion-euro ($7.4 billion) private equity fund, and Silver Lake Partners of the U.S. said they agreed to buy medical-… more »
07/09/10
08:13:00 pm, by editor of MarketObservation.com , 210 words
Categories: Market research, Market characteristics, United States, Asia
Federal Reserve: The Depth of Negative Equity and Mortgage Default Decisions, by Neil Bhutta, Jane Dokko, and Hui Shan, May 2010Abstact:"A central question in the literature on mortgage default is at what point underwater homeowners walk away fro… more »
Voxeu.org: Disasters, recoveries, and the equity premium, by Robert Barro, Emi Nakamura, Jón Steinsson, Jose F. Ursua, July 8, 2010
Previous research suggests that the potential for rare, but large, economic disasters helps explain the equity-premium… more »
July 7, 2010 more »
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