Ignore the noise around Britain’s GDP figures

January 24, 2013

One of two stories will probably emerge from Friday’s first reading on how the British economy fared at the end of last year.

Big government kept a “contained depression” from being a Great one: Levy

January 9, 2013

David Levy says he is bullish on the U.S. economy long term. But for now, the country is effectively stuck in a “contained depression,” the chairman of the Jerome Levy Forecasting Center told Reuters during a recent visit to our Washington bureau.

The Great Stagnation

January 25, 2012

Federal Reserve Chairman Ben Bernanke’s verdict on the U.S. economy is sobering. Boiled down, this was the message delivered at his news conference today:

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.

Investor sentiment roadmap

August 7, 2009

Investor sentiment goes through various phases in an economic cycle — from optimism, euphoria to panic and depression, back to hope and optimism.

Earnings and V-shape recovery

June 25, 2009

It may be some weeks since investors have written off the prospect of a V-shaped economic recovery, but equity analysts still expect corporate earnings to go through a very sharp V-shaped rebound.

from UK News:

Ghost of past failure haunts G20

March 28, 2009

Stopping off in New York during a marathon, 18,000-mile diplomatic offensive before next week’s G20 summit in London next week, British Prime Minister Gordon Brown recalled a conference held in eerily similar circumstances in London 76 years ago.

Hey Europe, stop acting so happy

January 26, 2009

Merrill Lynch economist David Rosenberg’s views are well-known for bearing no resemblance to his firm’s trademark bull, so when he says European clients seem too upbeat, what he really means is they weren’t thoroughly depressed. The New York-based economist just got back from a marketing trip across the Atlantic and didn’t find much common ground.

from Global News Journal:

China, and the slowdown showdown

December 16, 2008

America caught a cold and now China has one too. 

IMF chief Dominique Strauss-Kahn said on Monday that the Fund could cut its forecast for China's economic growth in 2009 to around  5 percent. To think that only last year China was galloping at a double-digit clip. It's staggering, and it's worrying.