Monthly Archives: March 2015

Um Outro Gol Contra (Another Own Goal)

Posted on March 19, 2015 by

You might think the Petrobras scandal is bad enough, but Brazil has another self inflicted and serious issue that is going to be a drag on growth for years to come. It is known that China held off the effects of the … Continue reading →

Posted in Credit, Emerging Markets | Tagged , | Leave a comment

Time to Raise Rates?

Posted on March 13, 2015 by

James Bullard, President of the St. Louis Fed, thinks that the Fed should raise rates.  He cites the low jobless rate, inflation near target, ex-oil, and the need to move early, rather than be late.  I think he is alarmist, but … Continue reading →

Posted in Uncategorized | Tagged , , , | Leave a comment