Data-Dependent ... on Imaginary Data Federal Reserve officials like to say their policy course is “data-dependent.” That sounds ver...
THE 2007-9 CRISIS WILL RETURN IN 2018 -- WITH A VENGEANCE / MATTERHORN ASSET MANAGEMENT
THE 2007-9 CRISIS WILL RETURN IN 2018 – WITH A VENGEANCE by Egon von Greyerz US economics is extremely predictable. It doesn’t matter...
INCLUSIVE GROWTH OR ELSE / PROJECT SYNDICATE
Inclusive Growth or Else Sergei Guriev , Danny Leipziger , Jonathan D. Ostry LONDON/WASHINGTON, DC – At this year’s World E...
FLATTENING YIELD CURVE POINTS TO CALM ABOUT U.S. BUDGET DEFICIT / THE FINANCIAL TIMES
Flattening yield curve points to calm about US budget deficit But those hoping for a great acceleration in the economy will be disappoint...
BLACKROCK´S NEW AMBITION IS A SIGN OF FROTH / THE WALL STREET JOURNAL
BlackRock’s New Ambition Is a Sign of Froth BlackRock sees an opening in the massive amount of money looking for a home, but that should...
TURKEY AND IRAN: ON A COLLISION COURSE / GEOPOLITICAL FUTURES
Turkey and Iran: On a Collision Course By Jacob L. Shapiro The Turkish military said on Feb. 6 that one soldier was killed and five m...
CAN JAPAN AND SOUTH KOREA GO NUCLEAR / GEOPOLITICAL FUTURES
Can Japan and South Korea Go Nuclear? Summary Unless the U.S. military does something to stop it (and maybe ...