U.S. Economy Picks up the Pace: We're bumping up our 2015 GDP forecast
Growth in the second quarter was revised up from 3.7% to 3.9%, beating the consensus estimate of 3.7% growth.It was what economists like to call a...
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AUG 2015 JPX NIKKEI 400 - Rebalance Announced - How Much Tracks? What Are Flows?
On August 7th after the close, the Japan Exchange Group announced the results of its annual review of JPX Nikkei 400 Index Components, resulting in...
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JAPAN: GPIF & Three Public Pensions - Not Done Buying Stocks & Foreign Assets
(19 July 2015) - Last week the GPIF reported its Fiscal 2014 (year to end-March 2015) investment results, asset, and manager allocations. The...
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Unintended Consequences of a Greek Default
Credit spreads for Deutsche Bank and BNP are rising vertically. This is mostly in anticipation of a Greek default.BIS statistics show that Germany,...
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Japan's lending to Russia. The numbers are worrisome.
There are not many lenders to the beleaguered Russia in Asia, other than Japan’s mega banks. While the figures may be small in absolute terms,...
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