General

Key News
* Greece’s Budget Deficit Wider Than Expected (WSJ)
* ADB: Food, Oil Could Hurt Asia Growth (WSJ)
* Geithner Says U.S. Won’t Pursue Strategy to Weaken Dollar (Bloomberg)
* PBOC Plans Forex-Reserve Investment Funds (WSJ)
The Event Agenda

Afternoon Run-Down
The dollar is sitting on lows going into one of the most anticipated Fed meetings in history. Tomorrow we’ll get [...]

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Key News
* China Banks to Need $131 Billion in Equity Over Six Years (Bloomberg)
* US lacks credibility on debt, says IMF (FT.com)
* BRICs to Seek End to U.S., Western Europe Monopoly of World Bank, IMF (Bloomberg)
* Spain: China Mulling €9.3 Billion Cajas Investment (WSJ)
The Event Agenda

Afternoon Run-Down
This week there continues to be a focus on [...]

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Key News
* Home Prices in U.S. Declined 3.9% in January (Bloomberg)
* Portugal Says 2011 GDP Will Fall (Bloomberg)
* Japan battles crippled nuclear plant, radiation fears grow (Reuters)
* Portugal austerity vote likely Wed, could topple govt (Reuters)
The Event Agenda

Afternoon Run-Down
Economist Nassim Taleb defines a “Black Swan” event as a high-impact, hard to predict, and rare event [...]

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Key News
* S&P Warns on Asian Inflation (WSJ)
* Weber Indicates ECB May Raise Rates Several Times This Year (Bloomberg)
* Fed Presidents Signal No Urgency to Expand Bond Purchases (Reuters)
* Greek Bond Yields Climb to Records Before EU Leaders Discuss Crisis (WSJ)
The Event Agenda

Afternoon Run-Down
The euro reached a new four month high against the dollar Sunday [...]

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Key News
* Not In German Interest To See EMU Break Up (Market News Intl.)
* Bernanke sees few ripples from oil cost on economy (Reuters)
* U.S. warns of Libya civil war if Gaddafi stays (Reuters)
* Canada Holds Rates Steady (WSJ)
The Event Agenda

 
Afternoon Run-Down
Energy and metals are leading the way today, both indicating more uncertainty surrounding Libya [...]

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Key News
* We can’t pay this burden of bank debt, so let’s start talking default (Irish Indep.)
* EU and IMF seek to repair Greek rift (RTE)
* Irish Bailout Hits Snags (WSJ)
* Police and protesters clash in Bahrain (CNN)
The Event Agenda

Afternoon Run-Down
The dollar has been staging a broad based rally in recent days. The aggressive rise [...]

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Key News
* China Raises Interest Rates (WSJ)
* German Industrial Output Unexpectedly Falls (Bloomberg)
* China Sells Japanese Government Debt (Bloomberg)
* RBA: ‘Conservative’ Consumers May Contain Inflation Pressure (Bloomberg)
* Brazil Inflation Quickened to Fastest Pace Since 2005 (Bloomberg)
The Event Agenda

Afternoon Run-Down
China raised interest rates this morning for the third time in four months. This move helps China [...]

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Key News
* Global Price Fears Mount (WSJ)
* Davos Forecast: Crowded With a Chance of Optimism (WSJ)
* Trichet: ECB Won’t React to Inflation Jump Unless It Boosts Wages (Bloomberg)
* Japan Pledges to Take Bold Action on Yen If Abrupt Gains Threaten Outlook (Bloomberg)
The Event Agenda

Afternoon Run-Down
A Wall Street Journal interview with ECB head, Jean-Claude Trichet, has [...]

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Key News
* Japan Will Buy Euro-Region Bonds (Bloomberg)
* Bank of Portugal Says Economy Will Shrink (Bloomberg)
* Japan’s Longest Bonds at Lowest Rates Buoy `Edge of a Cliff’ Budget (Bloomberg)
* IMF Says Indonesian Central Bank Should Raise Rates (Bloomberg)
The Event Agenda

Afternoon Run-Down
The dollar is mixed today, gaining against the yen and against the Aussie and New [...]

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