Forecasts

The Chief Economist of Goldman Sachs sat down with the FT's David Oakley and had a go on a number of topics from the financial crisis, investments in Emerging Markets, the future of the Bric (Brazil, Russia, India and China) economies, to…

As the New Year unfolds, it is time for predictions. I have done my part, giving a full account of where I see things headed in 2009 in my post "Top ten predictions for the 2009 global economy" and where I want to see them headed in 2009 in…

Happy New Year. As the new year begins, I find myself in a fairly optimistic frame of mind. Perhaps, we can wipe the slate clean and start anew this year. In that vein, let me share with you what I think needs to be done in order to right a…

In my most recent post, I gave a fairly comprehensive retrospective of the year that was. Near the end of that post, I listed a number of posts I wrote in Octobr and November which point to how I see 2009 shaping up. Let me give you a…

This is the time of year when everyone tends to look back and sum up the year in one way or another. I have been doing much of the same. In keeping with that theme, I have taken a good look through my nearly 1400 posts to get a better…

I want to make a brief statement about analysis, prognostications and this global recession. When I began this site nine months ago, my focus was clearly on the downside scenario. Now, while I did believe policy makers were underestimating…

Has Paul Krugman been reading my stuff? He is certainly thinking like me regarding emerging market risk. He has a post today talking about Latvia as the new Argentina.