nationalism

Clearly, most analysis for 2014 is upbeat. Economists are predicting higher global growth, higher U.S. growth, an end to the sovereign debt crisis and all manner of positive economic outcomes. And I think all of this upbeat analysis is…

With Shinzo Abe’s radical economic policy shift now one year old, now is an appropriate time to look back and assess its effectiveness. I see results principally in asset prices and to a degree on inflation. However, it is not clear that…

Shinzo Abe is a smart man and savvy politician. He has the rare honor of being Japan's prime minister twice. He is celebrating his first year of his second (non-consecutive) term in office. In fact, it is on that very anniversary that he…

Against a backdrop which offers an eerie parallel with events which took place somewhat to the North more than 30 years ago, Catalonia is now threatening to separate from Spain. In so doing the region seems to be putting at risk both the…

Everything I have read says that the U.S. is going to bomb Syria. The only question is how to win over the American people in the court of public opinion. So that's where the Göring quote comes in. Basically, he's saying that dictatorships…

I don't think it's a big secret that I believe Greece will eventually leave the eurozone. I have said this repeatedly. But I have also written that I do not believe that Greece would attempt to do so while Europe's economic crisis is…

The overarching theme here is that the economy of Europe is in tatters and this is causing a re-think of the policy course. In my view, the political space for the re-think is limited and will ultimately entail some tacked on growth…

This weekly is a follow-up post to the daily I wrote on Greece earlier in the week. As I indicated then, my position on Greece has always been that eurozone leaders would be loathe to 'kicking Greece out of the euro zone". The talk of a…

The theme I highlighted in the daily post on Friday seems to be everywhere today, namely the United States of Europe and Britain's inability to go along with such a concept. Angela Merkel keeps telling us she wants "more Europe". And of…

Nouriel Roubini and Ian Bremmer were on “Bloomberg Surveillance” this morning talking about the economy and the upcoming election in the U.S. A partial transcript and video are below.  The headline story is that Nouriel believes that too…