The Great Debate

Stocks from Venus, bonds from Mars

August 17, 2010

Forget about politics, the biggest divide in the U.S. is between stock and bond investors, who aren’t so much arguing as speaking entirely different languages.

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.

Fed can’t fix broken economy, politics

August 12, 2010

The Federal Reserve’s decision to move to a kind of quantitative neutrality is a tacit admission that it, or rather that the United States, is in a political bind that makes a bold response to a deteriorating economy difficult.

Stocks, bonds and the earnings season dance

August 5, 2010

A look at company earnings implies it is a great time to be a corporation in America, but for investors a rising savings rate and the threat of deflation mean that, ugly and risky as they are, government bonds looks good in comparison to stocks.

‘Random refereeing’ of economy is not what’s stagnating it

August 3, 2010

Apparently, the U.S. economy is being held back by massive uncertainty over new regulation, future taxation and the deficit and how it will be handled, a state so frightening and confusing that investors won’t invest, businesses won’t hire and nervous consumers have taken to their beds.

from The Great Debate (Commentary):

Commodities should be short-term investments

July 28, 2010

Commodity indices and exchange-traded products (ETPs) should be regarded as short- to medium-term investments rather than long-term strategies, as a quick glance at performance over the last 10 years shows.

High unemployment and the education deficit

By Reuters Staff
July 28, 2010

graduation photo USE THISThe following is a guest post by Bruce Yandle, distinguished adjunct professor of economics with the Mercatus Center at George Mason University and dean emeritus of the College of Business & Behavioral Science at Clemson University. The opinions expressed here are his own.

from MacroScope:

What are the risks to growth?

July 19, 2010

Mike Dicks, chief economist and blogger at Barclays Wealth, has identified what he sees as the three biggest problems facing the global economy, and conveniently found that they are linked with three separate regions.

from The Great Debate UK:

EU stress tests: for banks or governments?

July 19, 2010

- Laurence Copeland is a professor of finance at Cardiff Business School. The opinions expressed are his own.-