The Great Debate

Inventory-driven U.S. recovery may be delayed

June 8, 2009

John Kemp Great Debate— John Kemp is a Reuters columnist. The views expressed are his own —

Steady improvement in manufacturing surveys, payroll data and freight movements all indicate the U.S. economy is approaching the low point in the business cycle and should hit the bottom within the next one to four months. But that does not necessarily imply a strong and sustained expansion is about to get underway.

Not what the economy’s doctor ordered

April 28, 2009

James Saft Great Debate — James Saft is a Reuters columnist. The opinions expressed are his own —

Besides being a human tragedy, a deadly pandemic is, quite literally, the last thing a global economy suffering a huge drop off in trade and activity needs.