Sunday, 26 July 2009

Quick hits and pink picks: Bernanke, bonds and babies

-In competing NYT op-eds, Nouriel Roubini and Anna Schwartz lay out the arguments in favor of (Roubini) and against (Schwartz) a Bernanke re-appointment.

-Funny difference a year (see: plunging output and investment) makes: foreign oil companies are suddenly welcome again in Russia.

-Balance of payments pressures + growing investor risk appetite = emerging market debt bonanza.

-While Russia's ticking demographic timebomb made the news this past weekend, Shanghai was hard at work fighting its own.

-Zsolt Darvas makes the argument for easing euro-area entry criteria.

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