The Great Debate

from Anatole Kaletsky:

What’s Europe’s best hope for avoiding a second euro crisis?

By Anatole Kaletsky
August 29, 2014

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This week’s theatrical resignation threat by Manuel Valls, the French prime minister, combined with deep European anxiety about deflation, suggest that the euro crisis may be coming back. But a crisis is often an opportunity, and this is the hope now beginning to excite markets in the eurozone.

from MacroScope:

Did France cause The Great Depression?

November 1, 2010

Economist Douglas Irwin of Dartmouth College has stirred up a bit of a fuss by concluding in some academic research that it was France, not the United States, that was most to blame for The Great Depression.

Dr Strangelove and the threat of deflation

August 13, 2010

Fear of deflation haunts investors and stalks the halls of the Federal Reserve in Washington.

Inflation or Deflation, why settle for just one?

By J Saft
July 1, 2010

If you are trying to decide whether to fret about inflation or deflation, don’t bother: you may just get both.

G20 recipe for deflation, protectionism

June 8, 2010

It may be folly or it may be prudence, but the move to fiscal austerity and restraint will be deflationary, will be bad for risky asset prices and will raise further the threat of protectionism.

Council of perfection on lost decades

May 27, 2010

Deflation and a lost decade can be avoided it seems; all we need are perfect central bankers, sensible politicians, a biddable electorate and cooperative investors.

Deflation pressure not just from housing

By J Saft
April 8, 2010

It will take more than a recovery in housing to reignite inflation in the U.S. economy, a state of play that argues for the continued threat of deflation and a Federal Reserve that is pinned to the mat, unable, even if willing, to raise interest rates.

Economy volatility a hurdle for stocks

March 23, 2010

Rather than inflation, it may turn out that economic volatility is the true test facing equities in the years to come.

Japan, nominally lost, not really so

September 17, 2009

Al Breach was Russia economist with UBS and Goldman Sachs and is currently managing partner of TheBrowser.com. The views expressed are his own.

Here lies the Great American Consumer

By J Saft
September 10, 2009

jamessaft1.jpg–James Saft is a Reuters columnist. The opinions expressed are his own–