Exporting Inflation - Food, Energy, and Emerging Markets Pacifica Partners' 2011 Winter quarter Investment
Compass Quarterly Market Commentary examines rapidly rising food, energy, labor prices and the resulting
political and economic consequences that we have been witnessing. 2011 Winter Quarter -…
Posts Tagged ‘India’
March 3rd, 2011
Investment Compass: Exporting Inflation
February 14th, 2011
Hot Inflation Cools Emerging Markets
It was said by Herb Stein, economic advisor to Richard Nixon, "That which cannot continue won't". Looking at
some of the imbalances in the financial markets today, Stein's quote can be applied quite handily. The mad
rush to seek opportunity abroad has resulted in the overvaluation of some emerging …
some of the imbalances in the financial markets today, Stein's quote can be applied quite handily. The mad
rush to seek opportunity abroad has resulted in the overvaluation of some emerging …
November 13th, 2010
What if QE2 Backfired?
The markets have become so fixated on the Federal Reserve's quantitative easing (QEII) policy that they seem
to exclude most everything else. It has become consensus that the Fed will ride to the rescue and be
successful in its efforts to stimulate the economy back to a more sure footed path. What …
to exclude most everything else. It has become consensus that the Fed will ride to the rescue and be
successful in its efforts to stimulate the economy back to a more sure footed path. What …
April 23rd, 2009
Currency Markets: The Real Driver of Market Movements
Pacifica Partners’ April 23rd 2009 blog-column entitled: “Currency Markets: The Real Driver of Market
Movements?” Can be read on the Financial Post website by clicking the following link:
http://network.nationalpost.com/np/blogs/fpmagazinedaily/archive/2009/04/23/currency-markets-the-real-driv…
Movements?” Can be read on the Financial Post website by clicking the following link:
http://network.nationalpost.com/np/blogs/fpmagazinedaily/archive/2009/04/23/currency-markets-the-real-driv…
