double dip

Picking up where I left off in the last post regarding forward earnings, David Rosenberg has this to say: Intel enjoyed its best quarter ever at the peak of the inventory cycle. Well done. What we are grappling with is this. If the…

In a post via John Mauldin, Van Hoisington and Lacy Hunt echo some themes CW presented in January regarding why the NBER has waited to declare an end to recession. See "Is the recession dating committee preparing for a double…

Stephen Roach was the third interviewee in the Wall Street Journal's new video format "the Big Interview."  He sees a weak recovery and believes a double dip is more likely than the consensus. Roach also talks about the…

From the ECRI website: A measure of future U.S. economic growth fell to the lowest since July 2009, indicating that the economy will continue to slow, a research group said on Friday. The Economic Cycle Research Institute, a New…

The Chris Whalen interview on CNBC has me thinking about the Federal Reserve's policy dilemma right now. If you haven't seen his comments on interest rates, read my post Roubini, Bremmer and Whalen: Fixing the Financial System and Double…

Below is the video of Chris Whalen of Institutional Risk Analytics, Nouriel Roubini and Ian Bremmer of the Eurasia Group giving their assessment of the financial system and the overall economy. The group was on CNBC earlier this week…

Kenneth Rogoff, a professor at Harvard University and former chief economist at the International Monetary Fund, talks with Bloomberg's Susan Li i Hong Kong about the global economy and China's real estate market and economy. Rogoff also…

There's a reason economics is called the dismal science, and weeks like this just give it further meaning. In economics, there is what you see and what you don't. This week we are going to examine the headline data we all see and then take…

The ISM manufacturing index fell much more than expected, but close to what our models were foreshadowing — down 3.5 points, to 56.2 in June, the low-water mark of the year. The number of industries reporting growth fell to 13 from 16 in…