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September 20, 2008

China
Wachovia/ Morgan Stanley/ CIC?

The reporting from Asia on Friday suggested limits to the CIC’s interest in Morgan Stanley. Restrictions on the ability of foreign banks to participate in the “TARP” (the current acronym for the b…

September 23, 2004

United States
The currency strategist at Morgan Stanley might want to talk to the chief economist at Morgan Stanley

Steve Johnson’s market insight column in Thursday’s Financial Times keys off Morgan Stanley’s currency strategist Stephen Jen’s argument that "As long as Asia insists on staying inside this dollar ar…

October 28, 2008

Financial Markets
JP Morgan is now forecasting a global recession

Via Martin Wolf and Nouriel Roubini comes the latest global forecast from JP Morgan: "Once again, we have taken an axe to near-term growth forecasts for the developed world and will likely follow up…

September 19, 2006

Financial Markets
The problem with fair value calculations … JP Morgan, the dollar and China

Drausio Giacomelli’s model for long-term effective real exchange rates indicates that the yen is undervalued by 9%, just a shade more than the dollar – which is undervalued by 8%.     The South Afric…

May 24, 2024

Mexico
Mexico’s 2024 Elections: What to Know

Against a backdrop of widespread violence, a record number of voters will look to elect Mexico’s first woman president in a June election that polls predict will go to Claudia Sheinbaum.

Election staffers prepare voting booths for pretrial detainees ahead of Mexico’s general election, on May 6, 2024.