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Forecasts
Thinking about the Third Avenue fund freeze as BNP Paribas from 2007
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Despite the Fed’s rate rise, the convergence to zero continues unabated
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The Fed’s reaction function and why I am not talking about US recession yet
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Profit mean reversion and recession
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Chinese devaluation crisis has limited US impact so far
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China’s stock markets and revisiting 2011 predictions
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US growth in 2-3% range is dollar bullish but EM bearish
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More on king dollar and EM (and shale producer) vulnerability
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The US economy growth path remains in the 2 to 3% range
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What multiple should we give China’s GDP growth?
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