Tim Duy
Tim Duy's Latest Articles | 167
Still Cautious Heading Into 2012
I have been hesitant to embrace the recent positive data flow – once bitten, twice shy perhaps. Something about the current dynamics that seems a little... Read »
Global Growth Struggles, Fed Stands Still
The news from Japan last night: Japanese business mood turned pessimistic in the three months to December, the central bank’s tankan survey showed, a sign... Read »
Europe Still Heading For Collapse
The half-life of the effectiveness of European summits is growing increasingly shorter. While I have been a long-term Europessimist, market participants are more... Read »
A Mixed Bag from Europe
I find it somewhat hard to judge the merits of this week’s developments in Europe. Some postivies, some negatives. On net, though, I remain a Europessimist.... Read »
Possible Fed Communication Strategy
As is widely known, the Federal Reserve is working on improving its communication strategy to provide better guidance about monetary policy and thus hopefully induce... Read »
Eurozone: Is Anything Better Yet?
I think the world’s central banks just validated my pessimism – the Eurozone financial system is falling apart. Will this be enough to put the pieces... Read »
Another European “Solution” Coming?
Financial market participants continue to digest what is viewed as generally good news coming out of Europe. Importantly, European policymakers appear to be aggressively... Read »
Can the U.S. Decouple From the Eurozone?
The OECD cut forecasts for 2012. Via the Wall Street Journal: The Paris-based think tank cut its forecasts among its 34 members to 1.9% this year and 1.6% in 2012,... Read »
Don’t Read Too Much Into Holiday Shopping
I have something of a visceral dislike of the media frenzy that surrounds the holiday shopping season. And I sense this year will be worse than usual, as we are... Read »
Europe is Quickly Moving from Bad to Worse
I awoke to this news, via the Wall Street Journal: Italian two-year and five-year government-bond yields soared to euro-era highs Friday as investors began giving... Read »






