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.

Some good econ reads from the Blogosphere

July 6, 2010

From the econ blogosphere:

UK BUDGET
– The libertarian Adam Smith Institute says here that the UK government should look at every government job, programme and department, and ask whether they are really needed. “Do we really need new school buildings….? Should taxpayers really stump up for free bus passes, or winter fuel and Chistmas bonuses for wealthy pensioners?”

Unlocking the Yuan

June 21, 2010

Reuters’s top news and innovation teams have put together a web site on the yuan and the debate over its revaluation. Particularly worth a look after the weekend’s statement by China that it would allow more flexibility in its currency exchange. You can access it here, but it looks like this:

from Global Investing:

What fund managers think

June 16, 2010

Bank of America-Merrill Lynch's monthly poll of around 200 fund managers had a few nuggets in the June version, aside from the usual mood-taking.

Spend Save Man Woman

May 28, 2010

Far from being lauded as a virtue, China’s high savings rate has been blamed for the economic imbalances underlying the global financial crisis. The criticism being that the Chinese spend too little and rely too much on exporting to Western consumers.

from Sebastian Tong:

Stop pushing and we’ll do it

March 18, 2010

The growing acrimony in the international debate over China's currency policy has led some to warn that Beijing could dig in its heels if pushed to hard to let its yuan rise. crybaby

A grand bargain to solve global imbalances

February 17, 2010

Michael Pettis, a professor and China expert at the Carnegie Endowment for International Peace, has put together a thorough and informative look at all things U.S.-China trade. It’s well worth reading and watching the entire thing, but here’s a few highlights that jump out:

from Global Investing:

It’s the exit, stupid

January 26, 2010

Ghoul

Anyone wondering what ghoul is most haunting investors at the moment could see it clearly on Tuesday -- it is the exit strategy from the past few years' central bank liquidity-fest.

from Davos Notebook:

Davos Man turns 40

January 21, 2010

Davos Man2 Many happy returns or midlife crisis?

The annual talkfest in the Alps records its 40th birthday this year but the rich and powerful will hardly be in celebratory mood as problems pile up in the post-crisis world.

from Global Investing:

What worries the BRICs

December 10, 2009

Some fascinating data about the growing power of emerging markets, particularly the BRICs, was on display at the OECD's annual investment conference in Paris this week. Not the least of it came from MIGA, the World Bank's Multilateral Investment Guarantee Agency, which tries to help protect foreign direct investors from various forms of political risk.