Op zaterdagen zal de redactie van DDSFI proberen u wekelijks een portie leesvoer voor het weekend te geven: tien artikelen die wij gaande de week selecteren uit de vloed van stukken de wij doornemen om onze analyses te onderbouwen en te kunnen doorgeven: onze Zaterdagbijlage. Soms zullen dit artikelen zijn over zaken die niet aan bod zijn gekomen, andere vertegenwoordigen een visie die niet de onze is, maar die desalniettemin van belang is om kennis van te nemen.
U vindt hier de titel (wat direct ook de link is), en de eerste alinea.
01. Japans Vacant Houses: Visions of DetroitUnlike Detroit, which will run out of cash next month, Japan prints its own money, so bankruptcy in the Detroit sense is not in the cards. But they do have two things in common: depopulation and a ballooning stock of abandoned houses. For Japan, its an issue that even the most prodigious money-printing binge cannot resolve.
03. Euro-rettung die nacht die Europa veränderteVor genau drei Jahren entschied sich Europa, den Euro zu retten. Koste es, was es wolle. Ein Rettungsschirm über 750 Milliarden Euro wurde aufgespannt. Eine folgenschwere Entscheidung.
04. These Offshore Tax Havens May Be Hazardous For Your Deposit Confiscation HealthIn the aftermath of the Cyprus deposit confiscation template, the first thing we did is to present not only the countries that are the biggest offshore tax havens in context, but more importantly, the ratio of total financial assets to GDP of these same countries, because when the hunt for wealth goes global, and when the untaxed money of
evil [insert nationality] tax evaders becomes the political topic du jour it is these locales that will become the source of "rescue bank" capital.
05. Something to ponder while hoping for the best: Cyprus and the IMFQuite a lot to ponder really. Members of the IMFs executive board were set to meet on Wednesday to discuss whether to approve lending to Cyprus, more or less behind closed doors.
06. European bank deleveraging and global credit conditionsBefore the global financial crisis, European banks had rapidly expanded their foreign-lending activities. However, this column argues that financial stress in Europe has put this process into reverse and negatively affected credit conditions in developed and emerging markets alike. As European banks repair their balance sheets and rethink their business models in a context of stricter regulatory requirements, financial fragmentation, and a deteriorating European economy, they continue to retrench to home markets.
07. It's that simple - Europe's problem is the banksBy now its pretty clear something has gone wrong in the European economy, which is dipping again, even as the US appears to be gathering steam.
08. Stable prices, unstable marketsAccording to European Central Bank Governing Council member Ewald Nowotny, Federal Reserve Chairman Ben Bernanke sees no risk of inflation in the United States. According to Nowotny, Bernanke had given a very optimistic portrayal of the US outlook.
09. Mystery Sponsor Of Weapons And Money To Syrian Mercenary "Rebels" RevealedPreviously, when looking at the real underlying national interests responsible for the deteriorating situation in Syria, which eventually may and/or will devolve into all out war with hundreds of thousands killed, we made it very clear that it was always and only about the gas, or gas pipelines to be exact, and specifically those involving the tiny but uber-wealthy state of Qatar.