Is The Fed Smarter Than ‘The Wisdom Of Crowds’? Goldman Answers
How many M&Ms are in this jar?
Category: economy
‘Global Recession’ Now Highest Conviction Worry Since ‘Populism’ Ca. 2017
…among European credit investors, that is.
Stimulate Me! China Ain’t Done Yet
Xi has your back, or so it seems.
China Hits Home Run With Hotly-Anticipated Data Deluge
This will certainly come as a relief.
Parsing China’s ‘Monster Prints’
If it’s good news on the “reflation” narrative you seek, blockbuster credit growth and export data will do.
Is This A ‘Reflation’ Day Or A ‘Growth Scare’ Day?
The macro narrative is now bifurcated.
Albert Edwards Voted ‘Leave’ (And Why You Should Always Call On The Guy With The Shaggy Beard Wearing The Anorak)
“The honest answer is that I simply don’t know and that is why I was jumping up and down in my seat waving my hand.”
Pavlov And Why One Bank Thinks This Time Is In Fact ‘Different’
The debate continues…
‘A Delicate Moment’: IMF Laments Slowest Pace Of Global Growth In A Decade
“…there are many downside risks.”
Here’s What Barclays’ Latest Global Macro Survey Reveals About The Mood Of 500 Pros
“[There are] two key signals from this quarter’s survey”…
Ray Dalio: Here’s What ‘Needs To Be Done’ To Fix Capitalism
“Redistribution of resources that will improve both the well-beings and the productivities of the vast majority of people.”