Market Outlook

China: A Great Wall of Worry

  By Milton Ezrati The economic and financial risks in China are at once more manageable than much of today’s commentary suggests and, …

There Is No Coincidence in Economics

By William K. Black Paul Krugman has a nice column entitled “Fraternity of Failure” dated May 15, 2015.

Bonds Performed Poorly Leading Up To Release of Fed Minutes

In our last post about a week ago we noted the slow pace of economic growth that has unfolded since the financial crisis. …

Can China Contain Its Market Bubble?

Some people are getting very nervous about China, and as usual that stems from a misreading of the Chinese intentions. This is not …

Between the Aussie and the Yuan

By Lior Alkalay About two weeks ago I shifted the reader’s attention to the upcoming rotation back into commodities and the commodities FX …

Greece Says That It Will Default On June 5th, And Moody’s Warns Of A ‘Deposit Freeze’

The Greek government says that a “moment of truth” is coming on June 5th.  Either their lenders agree to give them more money …

Where Is This Housing Rebound?

These may be desperate times indeed, where every small piece of anything not wholly dismal is singled out as the indicator that either …

The “Junkie Economy”

Kingpin-Free Colombia This is the first time we’ve been in Colombia. Greener, more mountainous, richer, newer, and more flowery – it is many …

Economy is “Good Enough” for Stocks

By Russ Koesterich Weekly Commentary Overview U.S.

Energy Subsidies Account for 6.5% Global GDP

In their blog, Ben Clements and Vitor Gaspar make the points that global energy subsidies are still very substantial, that there is a strong …

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