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Wednesday: Fed Day

June 19th, 2013
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More support for Dr. Janet Yellen to replace Fed Chairman Ben Bernanke next January. I supported Yellen in 2009, and I think she would be an excellent choice. Wednesday economic releases: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.

Financial globalisation: Retreat or reset?

June 19th, 2013
in
Richard Dobbs, Susan Lund, 19 June 2013Is financial globalisation in retreat? This column suggests it might be. There’s been a recent and significant retreat in European financial integration and a retrenchment of global banking (although capital inflows into emerging markets and FDI are only just below their recent peaks). What are we to make of this shift? A more compartmentalised global financial system could certainly reduce the likelihood of a financial crisis spreading from one country to the next.

Revisions in Expected Interest Rate Paths

June 18th, 2013
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There’s been a lot of discussion of upward movements in long term interest rates. I thought it useful to consider the revisions in expectations, over time, and in context.

Is Dialogue Possible?

June 18th, 2013
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Photo Credit: Annaliese McDonough/Commonwealth Sectratariat

Lawler: Updated Table of Distressed Sales and Cash buyers for Selected Cities in May

June 18th, 2013
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Economist Tom Lawler sent me the updated table below of short sales, foreclosures and cash buyers for several selected cities in May.  Look at the two columns in the table for Total "Distressed" Share. In almost every area that has reported distressed sales so far, the share of distressed sales is down year-over-year - and down significantly in many areas. 

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