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RGE STRATEGY

October 2010 Cross Asset Monthly
The Morning After The American Dream

Executive Summary | The Big Picture | Commodities
CurrenciesFixed IncomeEmerging Markets 
CreditGlobal Equity | Financial Institutions


RGE MACRO

September 2010 UPDATE
Global Economic Outlook

Table of Contents | Global | Macro Forecast Table


Economic Research

RGE Analysis

Conference Call: Economic Impact of Mexico's Security Situation

With Alejandro Schtulmann and Bertrand Delgado Oct 13, 2010

LatAm Focus

Week Ahead (Week of October 11, 2010)

Bertrand Delgado and Juan Lorenzo Maldonado Oct 11, 2010

RGE Analysis

Brazil’s Economic Activity Expected to Grow by 7.5% in 2010

By Bertrand Delgado Oct 11, 2010

RGE Analysis

Mexico’s Industrial Output to Decelerate

By Bertrand Delgado Oct 11, 2010

RGE Analysis

Argentina’s Inflation Around 30%

By Bertrand Delgado Oct 11, 2010

RGE Analysis

Chile’s Central Bank to Hike Rates

By Bertrand Delgado and Juan Lorenzo Maldonado Oct 11, 2010

RGE Analysis

Colombia to Grow Slower than Expected

By Bertrand Delgado and Juan Lorenzo Maldonado Oct 11, 2010

RGE Analysis

Peru’s GDP Expected to Grow by 7.8%

By Bertrand Delgado and Juan Lorenzo Maldonado Oct 11, 2010

Europe Focus

Polish Capital Inflows; UK Growth; Norway’s Budget

RGE's Europe Analyst Team Oct 8, 2010

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Market Strategy

RGE Strategy Flash

QE2 Is No Magic Bullet

By Gina Sanchez, Christian Menegatti and Ibrahim Gassambe Oct 8, 2010

Cross Asset Monthly

To QE or Not to QE? That is One of Many Questions

Arnab Das Oct 5, 2010

Cross Asset Monthly

Re-Starting the Helicopter

Natalia Gurushina Oct 5, 2010

Cross Asset Monthly

The Season Kick-off: Macro Bears Face Micro Bulls

Shelley Goldberg Oct 5, 2010

Cross Asset Monthly

Central Banks: Walking the Talk?

Arun Motianey Oct 5, 2010

Cross Asset Monthly

Mind the Narrowing Gap

Natalia Gurushina Oct 5, 2010

Cross Asset Monthly

Fat Spreads, Skinny Yields

David Nowakowski Oct 5, 2010

Cross Asset Monthly

Buy the Rumor, Sell the Fact

Gina Sanchez Oct 5, 2010

Cross Asset Monthly

Hybrids: Neither Here nor There

Jennifer Kapila Oct 5, 2010

RGE Strategy Flash

Ireland: Hedge Your Bets

By Jennifer Kapila Sep 30, 2010

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EconoMonitors

Peterson Institute for International Economics Monitor

To Ease or Not to Ease? A Dialogue

Joseph E. Gagnon, Michael Mussa, and Steve Weisman Oct 11, 2010

RGE Analysts' EconoMonitor

Argentina’s Inflation Expected Around 30% in 2010

Bertrand Delgado Oct 11, 2010

US EconoMonitor

The Final End of Bretton Woods 2?

Tim Duy Oct 11, 2010

Finance & Markets Monitor

MERS Enters Self-Preservation Mode, Issues Press Release To "Clarify" Its Role In Foreclosure Fraud

Tyler Durden Oct 10, 2010

US EconoMonitor

Bartlett: To Cut Budget Deficit, Cut Defense

Barry Ritholtz Oct 10, 2010

US EconoMonitor

The Secret Big-Money Takeover of America

Robert Reich Oct 10, 2010

Finance & Markets Monitor

Moral Hazard in the Shadow Banking System

Mark Thoma Oct 10, 2010

US EconoMonitor

The Market Moves Ahead of the Fed

James Hamilton Oct 10, 2010

US EconoMonitor

Debunking Banks’ “Procedural Problems” Defense on the Foreclosure Crisis

Yves Smith Oct 10, 2010

Emerging Markets Monitor

Addendum: You Don't Mess with the Central Bank of Turkey

Emre Deliveli Oct 8, 2010

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Daily Digest

Analysis

To QE Or Not To QE?

Morgan Stanley via zerohedge  Jim Caron et al Oct 11, 2010

Opinions

Man Who Had No Mortgage Faced Foreclosure Anyway

Bloomberg  Ann Woolner Oct 08, 2010

News

Bank of America Halts Foreclosure Sales

NYT  David Streitfield Oct 08, 2010

News

UK jobs

FT via Lex  Oct 08, 2010

Analysis

Panel: Budget Policy, Short-Term Recovery and Long-Term Growth

CBPP Center on Budge and Policy Priorities  Paul Krugman, Martin Feldstein and Jan Hatzius Oct 08, 2010

Opinions

To Ease or Not to Ease? What Next for the Fed?

Federal Reserve Bank of Dallas  Richard Fisher Oct 07, 2010

Analysis

Prospect of Q4 correction wanes

Danske Bank  Oct 07, 2010

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