Browsing Tag

Gary Shilling

Is the euro on shaky ground?

Adam Hewison at INO does a little technical analysis of the EUR/USD trends in a video at INO MarketClub. I have linked to the video below, but first a few words. Back in May, I wrote: while there is currency revulsion now at work and…

Gary Shilling Says Yuan Move Is Risky

Gary Shilling talked with Bloomberg about the implications of China's recent currency move and the European debt crisis. True to form, he is bearish – both on the Chinese move and on the European debt situation. His view is that the Yuan…

Rosenberg: The Case For Bonds

This is just in from David Rosenberg: In the discussion about the outlook for U.S. Treasury bonds, the point must be emphasized that supply alone has been an inadequate focus for predicting future price/yield. You don’t have to do much…

Recession: How Long and How Deep?

We are already in recession by most accounts as I said on this blog yesterday. But, today I went back and looked at some of the historical employment data to see what the data said about Employment and recessions. What I was able to find…

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