Forecasts

I was on BNN this past Friday talking to Howard Green about China, banks and GE. My comments were pretty near-term bullish on the whole regarding Chinese growth, bank dividends, and bank reforms. The longer-term is another issue. Here's…

This one from the Former Merrill Lynch Chief Investment Strategist Bernstein seems to be making the rounds. Hat tip Barry Ritholtz. Here's where I first noted that Richard Bernstein had turned bullish: Bernstein added that one wants to…

by Lars Schall Folker Hellmeyer, chief analyst at Bremer Landesbank, gave an exclusive interview to chaostheorien.de, with his take on the so called “Currency Wars” and China's role as a stabilizing factor in the world economy. Moreover,…

Long term (over 20-30 years) demographics will favor the U.S. over Germany and China in international trade.

Blogs in the econoblogosphere are heavy on economic policy advocacy. Ever since the heyday of the US and European housing bubble, the majority of bloggers in the space who are unaffiliated with media sources have been recommending policy…

Chrystia Freeland introduces Dr. Roubini, reminding him that he is still known as Dr. Doom. She quips he should wear the name with pride because he was "one of the very few economists who was actually right about the crisis." This…

Frederick Sheehan is the author of Panderer to Power: The Untold Story of How Alan Greenspan Enriched Wall Street and Left a Legacy of Recession (McGraw-Hill, 2009). Unemployment is stuck in a rut. One reason is the tendency to look…

The U.S. long bond yield is edging lower with each and every passing day, and now stands below 3.90%. At the same time, we cannot help but notice the huge gap that still exists between 10s and 30s — nearly 100 basis points. There is…