The Great Debate

QE2 to speed triumph of emerging markets

By J Saft
October 12, 2010

While “decoupled” is not the same as “immune”, look for growth and investment performance in emerging markets to be better than in the sclerotic developed world.

The post-bubble world: what’s next?

By Guest Contributor
October 6, 2010

The American Enterprise Institute is hosting a panel with Nouriel Roubini and Reuters contributor Chris Whalen on “living in the post-bubble world: what’s next?” It is being livestreamed today from 2pm – 4pm ET. You can watch the video of it here:

China runs circles round adversaries

By J Saft
October 5, 2010

If the global currency war was a baseball game, they would have to invoke the “slaughter rule” and send China home the winner.

Obama and the American dream in reverse

By Bernd Debusmann
September 24, 2010

“It’s like the American dream in reverse.” That’s how President Barack Obama, ten days after taking office last year, described the plight of Americans hit by the faltering economy. His catchy description fell short — the dream has turned into a nightmare for tens of millions.

Deleveraging a process, not an event

September 21, 2010

It may be about as fun as having a tooth pulled, but cutting very high levels of debt in an economy is more of a process than a short, sharp event.

Looking for Keynes’ angels

September 14, 2010

Keynesian stimulus works perfectly, but only if you can find politicians who don’t care about re-election and central bankers who aren’t interested in being liked.

Housing double-dip threatens banks

By J Saft
September 2, 2010

Another dip in U.S. housing looks likely, bringing with it difficulties for banks and for their government guarantors.

The Knightian dog ate my recovery

By J Saft
August 31, 2010

Remember when business and economic leaders droned on about “100-year storms,” 2008′s get-out-of-jail free card for people who missed the housing bubble?

We are all widows and orphans now

August 26, 2010

It may seem like a  world turned upside down: stocks are desired for their dividends and bonds are all about capital appreciation, or at least preservation.

from The Great Debate UK:

Waiting for the other shoe to drop

August 25, 2010

USA/

-Laurence Copeland is professor of finance at Cardiff University Business School. The opinions expressed are his own and do not constitute investment advice. -