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- League Table: The Top Sovereign Default Repeat Offenders
- Paul Kedrosky submits: Given news that Ecuador has willfully defaulted on some 2012 bonds -- it could have made the payment, but it chose not to -- it’s worth scanning the league tables of top sovereign default repeat offenders. As you can see, with this bold move...
- External links 2008-12-16
- Mexican Math Doesn't Add Up
- Paul Kedrosky submits: Oh look, the nice people at S&P are noticing that Mexico's post-oil budgetary math doesn't add up. Apparently if you develop an air pocket in something oil that represents 40% of your state's income it could impact your credit rating. Whoa, there's a shocker. ...
- External links 2009-09-01
- Jeff Rubin: Expect Oil Prices To Rise Dramatically and Globalization to End
- Paul Kedrosky submits: Jeff Rubin was on CNBC today talking the end of globalization. Jeff and I had a run-in a few years ago which I will turn into a post here sometime. Anyway, Jeff is a smart and interesting energy economist, so anything he says on oil is...
- External links 2009-09-25
- Emerging Markets and the Global Monetary Merry-Go-Round
- Paul Kedrosky submits: Good new report from HSBC out making a variant on the emerging markets decoupling case, while launching an emerging markets index (EMI). They argue that the global monetary merry-go-round continues to spin – for while. I’m less sanguine than they are about decoupling...
- External links 2009-10-06
Additional Resources
- On Oil, Freddie, and the AOL Time Warp
- Paul Kedrosky submits: Be it resolved: We're at a price point in oil markets where we are screwed no matter which direction prices move. Higher prices smoke the economy and inflation, and lower prices screw the emerging alternative energy complex. Thoughts? by Paul Kedrosky
- External links 2008-08-06
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