This new episode of In the Arena features a timely and insightful conversation with author, economist and fund manager Daniel Lacalle.
Continue reading “In The Arena”. Podcast: One-On-One with Daniel Lacalle
Category Archives: Media
A Day Of Reckoning For The Global Economy. Interview at Hedgeye
European and Asian economic data is deteriorating, says economist and author Daniel Lacalle.
| “I’d call right now the day of reckoning,” Lacalle says, in this video excerpt of our soon-to-be released podcast In The Arena. “The entire message from mainstream consensus is ‘Yes there was a global slowdown,’ but using the trade war as an excuse.” |
Continue reading A Day Of Reckoning For The Global Economy. Interview at Hedgeye
Can a new stimulus plan revive the eurozone economy?
The most concerning danger in the global economy is that central banks have entered an unstoppable race that is creating larger and riskier imbalances, as shown here: “Asset Bubbles to Zombie Companies: The Dark Side of Rate Cuts” shows. Continue reading Can a new stimulus plan revive the eurozone economy?
Is there an imminent risk of recession in the US?
US GDP came above estimates, at 2.1% for the second quarter of 2019. However, the signs of a slowdown are evident in manufacturing, economic surprise and earnings, despite strong consumer confidence and service sector.
What should we be looking for?