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The Big Picture

Macroeconomics, Socioeconomics, Geopolitics, Business and Government, Secular Trends and Big Picture Themes

How to Profit From the Fed’s New Moves

From WSJ, Ben Bernanke hopes his new $600 billion bonanza will help unemployed machinists in Toledo and building contractors in […]

Emerging markets brace for money flood

By David Pilling, FT.com Emerging markets like Brazil, Russia, China and India expect an investment flood. STORY HIGHLIGHTS * Quantitative […]

The New Reality: Emerging vs. Developed Markets

Sara Zervos Vice President and Portfolio Manager The financial turmoil of the last three years has exposed structural weaknesses in […]

Don’t Look Now, But Here Come the New, New Bank Fees

By JESSICA SILVER-GREENBERG Less than a year after the passage of new laws limiting banks’ ability to impose certain fees […]

China hopes G20 to focus on global recovery

By Kevin Yao LISBON (Reuters) – China hopes this week’s G20 summit in Seoul will help promote recovery in the […]

Asia: heads in the clouds

November 8, 2010 11:10am by Josh Noble Competitive building is nothing new. For centuries rival countries have sought to show-off […]

Zoellick seeks gold standard debate

By Alan Beattie, FT.com November 8, 2010 — Updated 0107 GMT (0907 HKT) Robert Zoellick says the system of floating […]

Credit Suisse: QE2 Just Made China’s Inflation Threat Much, Much Worse

From Business Insider, China’s caught in a real bind right now, and fresh quantitative easing from the U.S. isn’t helping. […]

Shoppers burned by recession haven’t healed

Economists see some frugal ways remaining even after downturn Mel Evans  /  AP Consumers were more willing to go to […]

China expands reach in East Europe

By Antoaneta Becker LONDON – When China’s ambassador to Bulgaria assumed his post in mid-September, he made headlines reminding the […]