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Taper Terror: Markets Fear the End of Fed StimulusMarketMinder's View: While this nicely highlights some common misperceptions about quantitative easing (QE), it likely overstates QE’s impact on earnings—yes, QE has helped firms improve ... See More >>  12h India Gripped by Mood of Crisis as Rupee Falls AgainMarketMinder's View: India’s current troubles seem tied more to an inverted yield curve (and long-running structural barriers to investment) than potential QE tapering. That the central bank ... See More >> 12h More Aid? Greece Funding May Come From EU BudgetMarketMinder's View: That no one's really panicking over a potential third Greek bailout shows how sentiment toward the PIIGS has improved. Further, that officials are seemingly ... See More >> 12h US July Existing Home Sales Jump to Three-Year HighMarketMinder's View: Despite slightly rising mortgage rates, the housing market continues improving—an incremental positive for the US economy. ... See More >> 12h North Sea Faces Record Fall in Oil and Gas ProductionMarketMinder's View: Falling North Sea oil production is a big reason why the UK is pursuing shale fracking. Fracking in the US has uncovered enormous oil and gas potential—helping make it ... See More >> 12h Rising German Funding Costs Aren’t Necessarily BadMarketMinder's View: Germany’s 18-month-high borrowing costs hardly seem indicative of a Bund sell-off or economic weakness. Rather, higher yields could be related to overall eurozone ... See More >> 12h Factories Recovery Gathers PaceMarketMinder's View: After a tough last year, it appears the UK Manufacturing sector is on the up-and-up—likely another sign the UK’s recovery is underway post QE. ... See More >> 13h Behind Mexico's Promising Oil ReformMarketMinder's View: Events here bear watching as President Enrique Peño Nieto works to overcome political barriers and implement important energy reforms—potential long-term positives ... See More >> 20 Aug Vice Premier Stresses Role of Customs TariffMarketMinder's View: History has overwhelmingly shown free trade—not protectionism—can better “stabilize the economy, improve economic transformation and provide healthy growth” by allowing ... See More >> 20 Aug Chaebol Control Causes 'Side Effects'MarketMinder's View: It seems Korea’s attempts to enable small- and midsized-businesses (SMEs) to compete and grow have had the opposite of their intended effect. Investors who saw these ... See More >> 20 Aug |
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