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33 to 48 of 60 Posts
Outside The Box: Geopolitics And Markets
Michael Cembalest of J.P. Morgan Asset Management argues that the only time since WWII that a violent conflict has had a medium-term negative effect on markets was in 1973.
Thoughts From The Frontline: GDP: A Brief But Affectionate History
A short-sighted economic policy is not unlike a drug that makes one feel good for a period of time but ultimately leads to further weakness or collapse.
Poverty Matters For Capitalists
Having taken Thomas Piketty to the cleaners a few weeks back, Charles Gave now redresses the balance with regard to the issue of economic inequality in today’s Outside the Box. He makes a forceful case that “poverty matters for capitalists.”
Central Bank Smackdown
"Smackdown" is a useful word for talking about confrontations that are more for show than actual physical altercations.
The New Normal Of Healthcare Spending
The GDP was knocked down the first quarter. A quick perusal of the data on the BLS website revealed the culprits: exports and healthcare spending.
Italy: When Hope Is A Strategy
What surprised me about Italy was the emergence of something that felt like speranza, which I am told is the Italian word for hope.
Musical Chairs At The FOMC
With a new chairperson (Janet Yellen) and vice-chair (Stanley Fischer), and with higher than normal turnover on the Federal Open Market Committee (FOMC) – over the past year, 75% of the FOMC’s membership has changed.
The Age Of Transformation
I think the difference today will be the simultaneous nature of multiple transformational trends playing out within a very short period of time and at an accelerating rate.
Outside The Box: Networks And Hierarchies
Clashes between hierarchies and networks are not new in history; on the contrary, there is a sense in which they are history. Indeed, the course of history can be thought of as the net result of human interactions along four axes [time, nature, networks, and hierarchies].
Breakfast With Dave
The first quarter GDP setback was clearly the outlier, influenced by one-off effects from the severe weather, an auto inventory unwind, the end to emergency jobless benefits and the new mortgage qualification rules.
Looking At The Middle Kingdom With Fresh Eyes
The lack of transparency of the Chinese economy is not just a problem for individual and institutional investors who make the choice every day to put their money at risk; it also carries enormous policy implications for central bankers and politicians.
Outside The Box: Gave & Gave … And Hay
“The whole aim of practical politics is to keep the populace alarmed (and hence clamorous to be led to safety), by menacing it with an endless series of hobgoblins, all of them imaginary.” – H.L. Mencken
Special Updates From The Strategic Investment Conference: Day 3
The still open question about productivity has enormous implications not only for the climax and resolution of the global debt drama but also for the very structure of the global economy in the years ahead.
EM Carry Trade Looks Vulnerable
Over the last two months, emerging markets have delivered a handsome rally, with the MSCI emerging markets index recording a 7% return in US dollar terms, compared with just 1% for the developed markets. The trouble is...
Europe: Cliff Ahead?
Globally, the last two years were marked by booming stock exchanges of developed markets, disappointing bond markets, and devastation across the precious metals markets.
The Cost Of Code Red
The headline for the interview is “I see speculative bubbles like in 2007.” As the interviewer rolls out the key questions, White warns of grave adverse effects of ultra-loose monetary policy.
33 to 48 of 60 Posts