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Tag Archives: The Economy

Why A 1970s Style Stagflation Is Unlikely

A US recession is becoming ever more likely in the face of demand destruction from multiple sources (policy, real wages, stock market, consumer sentiment, etc.). However, this is likely to […]

June 19, 2022 admin

A Recession Is Looming

It seems reasonable to assume that the coronavirus outbreak is morphing into a global pandemic and that the US will not be spared from community spreading. This will compound the […]

March 3, 2020 admin

Sensible European Populism

The economic and political situation in Europe is deteriorating pretty alarmingly, stocks are close to, or already in a bear market. Economically, there is the threat of a return of […]

December 17, 2018 admin

Better Globalization

The US economy has created as much wealth as any advanced economy, if not more so, but many have been left out of this wealth creation altogether. Trade has been […]

October 8, 2018 admin

The Bull Market Can Run For Years

We might have been too pessimistic about the impact of the tax cuts on the economy. New data about business investment and productivity growth paint a better picture; even if […]

August 27, 2018 admin

Risks Are Increasing

Market risks are increasing with a more assertive President, less constrained by mainstream advisers repositioning into a more populist and neo-conservative direction. The more immediate worry are the chances of […]

April 6, 2018 admin

Booming World Economy Is Facing Constraints

The world economy is booming, which is good for corporate earnings. Equity valuations should be able to handle a modicum of higher interest rates. But capacity constraints and labor shortages […]

January 9, 2018 admin

Why Business Investment Isn’t Booming

The best way to grow the economy, and thereby top line growth and increase competitiveness is to stimulate business investment. Business investment has been sub-par for a while, despite record […]

October 4, 2017 admin

It’s The Economy, Stupid!

Globalization and other forces of structural change do not necessarily have to ravage economies. An interesting example is that of the German Mittelstand small and medium sized industrial companies which […]

October 3, 2017 admin

PIMCO: 5 key policy areas will test markets over the next 5 years

Pimco analysts Richard Clarida, Andrew Balls, and Daniel Ivascyn cite “insecure stability” as a key factor that will affect policy decisions around the world. “Over our five-year secular horizon we […]

June 1, 2017 admin

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