James Pethokoukis

A timeline for the financial crisis

January 4, 2010

Responding to Ben Bernanke’s defense of Fed interest rate policy, my pal Barry Ritholtz lays out a crisis timeline (the only thing missing is various US housing policy initiatives):

How does the U.S. economic recovery compare to past ones?

January 4, 2010

This handy chart comes courtesy of David Rosenberg of Gluskin Sheff:

recovery010410

Black swans, good and bad, for 2010

January 4, 2010

A classic predictions piece from economic analyst Ed Yardeni crosses my desk. First, excerpts from his bullish Black Swans (70 percent probability, he says):