PIMCO on British National Solvency

PIMCO is out with its secular outlook for the UK. PIMCO Portfolio Manager and EVP Michael Amey comments on growth and inflation and their effect on UK assets in the new normal of deleveraging, greater regulation and de-globalisation. …

David Rosenberg on the Economy

David Rosenberg is out with a good post that takes on the double dip theme that everyone is talking about.  As you would expect, he has a bearish spin. To the degree you want counterfactuals, I really like what Morgan Stanley has to…

Ghost Town Detroit

This is a post on demographics inspired by a conversation I had earlier today. Detroit was, in its heyday just after World War II, when the US auto industry was literally firing on all cylinders, the fourth largest in the U.S., Its…

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More