Investire in agricoltura , Ancora Eurobond , Europa come Giappone? , La differenza tra 2008 e oggi

CHICAGO (Reuters) - The overall economy may be struggling against a double-dip recession but in farm country the boom times have rarely been better.
Farmland prices are setting records and farmer incomes have been buoyed by exports and biofuels, easing the pain of some rough summer weather from drought, floods and fires.
VIENNA/BRUSSELS (Reuters) - Pressure on Germany and France to take radical action on the euro zone debt crisis mounted on Friday, as financial markets sagged further and Belgium added its support to calls for the region to issue debt jointly.
Belgian Finance Minister Didier Reynders said the bloc should issue common euro bonds and expand its bailout fund to calm repeated market selloffs of government bonds and bank shares of vulnerable debtor countries.

(FIN .TIMES) West shows signs of Japanisation
Economies appear to be heading same way two decades later
(WSJ – MARKETBEAT) Economist Paul Sheard over at Nomura, the Japanese brokerage firm, says that the U.S. is not Japan. The key differences:
“What marks Japan out since the bursting of its asset price bubble in 1990 is not that it faced deleveraging headwinds and balance-sheet adjustment challenges, and experienced a prolonged period of slow growth, per se. Rather it is that, as a result of a series of policy errors, the economy slipped into deflation and has stayed there, more or less, ever since. Japan made three key policy errors: it was extremely slow to recognise and then deal with asset impairment problems in the banking system, which “doubled down” on the stymieing of monetary policy; the central bank never adopted the “do whatever it takes” kind of monetary policy stance necessary to quash deflation (e.g., by engaging in sufficiently aggressive quantitative easing); and fiscal policy was put on a path of consolidation too early.”
Ma potrebbe essere l’Europa……al posto degli USA
(BARRON'S- A New QE? Markets Might Yawn) .....there's some hope that Fed Chairman Ben Bernanke will come out with a new plan to aid the markets this week when he speaks at the annual Jackson Hole, Wyo., conference.
But even if the Fed chairman does unveil something akin to QE3, markets might yawn. For today's problem is not liquidity. The markets are awash in cash. The problem is too much debt at the governmental level, which has yet to be addressed. And until it is, the markets may continue to tumble, taking their pound of flesh.