Third Episode of my video-blog World Economics. Thanks for the success of the other episodes. This month we speak of the global slowdown and the poisoned solution of more stimuli and “a new deal”
Category Archives: Media
Last Year Was Not An Anomaly. Outlook For 2019: Trapped by Liquidity
For 2019, the key factors that we need to think about are what is going to be the outlook on three levels: monetary, macro, and earnings. Watch my entire interview at Real Vision here. Continue reading Last Year Was Not An Anomaly. Outlook For 2019: Trapped by Liquidity
Should The Fed Change Policy?
Years of low rates reduced capital expenditure and fueled a dangerous bubble. Now, real investment is back. Gross fixed capital formation is up 8 percent this year after years of stagnation, and capital repatriation exceeds $300 billion. Continue reading Should The Fed Change Policy?
Outlook for Global Growth. Is The Downgrade Over?
Global growth estimates for 2019 have been slashed by 10% in 2018. What do we expect for 2019?