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Forecasts
Germany is a first class passenger on the Euro Titanic
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Macro outline of causes and effects of and predictions for the global financial crisis
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Weekly: On risk assets, the global growth slowdown and likely policy responses
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India will be worse than China
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Revisiting predictions on China on debt, growth and crisis
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Tracking My List of Ten Surprises for 2012
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Samuelson Flunked Bernanke
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Daily Commentary: On The Global Growth Slowdown
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More on my prediction of margin compression in the US and how Apple fits in
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The Japan debt disaster and China’s (non)rebalancing
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