Tag Archives: Economy

A life of boom and bust: Can Argentina break the cycle?

A century ago, Argentina was one of the ten richest countries in the world. But crisis after crisis has earned it the dubious distinction of being the only nation ever to regress to developing country status. With hyperinflation, devaluations and … Continue reading

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Q1 2019 GDP = “Stranger Things”

It is always prudent to look under the hood after a big unexpected beat or miss on a major headline economic number. Never so relevant than Friday’s GDP report, which blew out expectations, and appears right out of Stranger Things.  … Continue reading

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Druckenmiller on Economy & Fed – Bloomberg

Dec.18 — Billionaire investor Stanley Druckenmiller discusses the outlook for the U.S. economy, his investment strategy for stocks and bonds, President Donald Trump’s attempts to sway Federal Reserve policy and the prospects for a solution to the U.S.-China trade dispute. … Continue reading

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QOTD: Easy To Be Bearish On China

…it is easy to be “too pessimistic” about the Chinese economy. “Looking at macro stuff in China does that to people.  Things are much more optimistic at a micro level.”.   –  Jeffrey Towson, Peking Universtity  via FT (QOTD = Quote … Continue reading

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India steps up economic reform programme – FT

Arun Jaitley, India’s finance minister, talks to the FT’s South Asia bureau chief Victor Mallet about accelerating investment in the country, especially in rural areas. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is … Continue reading

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Japan’s Economic Revival – Stratfor

Stratfor East Asia Analyst John Minnich and Managing Editor Ben Sheen discuss Japan’s recent economic and domestic revival, its relations with the U.S., and the Trans-Pacific Partnership. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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Chart of the Day: Punk Business Spending

This chart from IBD really captures the sluggishness in the U.S. economy.  Core capital goods order, a proxy for business investment spending, fell for the seventh straight month. (click here if chart is not observable)

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Asia in the year of the sheep – FT

The FT’s Asia editor David Pilling asks two of Asia’s leading economists about how they see the region faring in the year of the sheep. Frederic Neumann from HSBC sees risks slowdown, while David Mann from Standard Chartered sees solid … Continue reading

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India economic growth in 90 seconds – FT

India’s finance ministry has issued its annual economic survey that says the economy could grow by more than 8% in the next year. The FT’s south Asia bureau chief Victor Mallet explains the reasons for optimism and the challenges ahead. … Continue reading

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China’s rebound looks unsustainable – FT

The FT delivers up some chum for the Panda bears.   Self included. China’s growth rate rose back to 7.8 per cent in the third quarter, but according to Liu Li-Gang, ANZ’s chief China economist, that growth still relies on investment … Continue reading

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