AIG Trading Group and Banque AIG Past Research

Articles Author Date Published
The China Currency Debate — Part 2: the Global ImpactBernard Connolly(03-01-2004)
The US Numbers — No Need for Higher RatesBernard Connolly(03-01-2004)
Payrolls, intertemporal misallocation, the dollar and de-globalizationBernard Connolly(03-08-2004)
Hungary Told Not to Enter ERM2Bernard Connolly(03-09-2004)
MoF and the WSR rule: a yen that is Weak, ...Bernard Connolly(03-09-2004)
Portugal, the euro débâcle and CE-4Bernard Connolly(03-11-2004)
Madrid, the Threat to an Order of National Sovereign States, ...Bernard Connolly(03-12-2004)
Is US Housing a Has-Been?Bernard Connolly(03-19-2004)
The MPC: Wanting a Weaker Currency and Higher Interest RatesBernard Connolly(03-25-2004)
PCE Deflator RevisionBernard Connolly(03-25-2004)
Fed Rift Points to Need for Weaker DollarBernard Connolly(03-30-2004)
Understanding the Coming ECB Rate CutBernard Connolly(03-31-2004)
Trichet Signals that a Rate Cut is UnavoidableBernard Connolly(04-01-2004)
Portugal, Public Debt, EMU and the EuroBernard Connolly(04-01-2004)
US Payrolls: Drowning by Numbers?Bernard Connolly(04-02-2004)
More Battles in the Dirty War for Europe’s MoneyBernard Connolly(04-06-2004)
British Referendum on EU “Constitution”?Bernard Connolly(04-06-2004)
US Employment, the Output Gap, Inflation, and ImbalancesBernard Connolly(04-07-2004)
Buba Row: Worst of All Worlds for Schroeder – and the EuroBernard Connolly(04-08-2004)
Parrying the Blows: an Unnatural Reaction to a “Natural&#...Bernard Connolly(04-13-2004)
Market Reaction to Retail Sales – the Fed’s Problems DeepenBernard Connolly(04-13-2004)
The Fed and the US Economy: Up, Down, and Bumps-a-DaisyBernard Connolly(04-21-2004)
China, US GDP, Positioning Panics and Financial MarketsBernard Connolly(04-29-2004)
Today’s US GDP NumbersBernard Connolly(04-29-2004)
The Fed, the ECB and the BoE: Differing Constraints, Different PathsBernard Connolly(05-04-2004)