by Thierry Malleret | Sep 30, 2014 | Uncategorized
The global economic outlook is best summed up in the word “precarious”. Why? (1) Projections for global growth are being lowered – to marginally above 3% for this year and 2015 – by both international financial institutions and banks (2) Central...
by Thierry Malleret | Sep 2, 2014 | Uncategorized
Recent economic developments give credence to the idea that the world has entered an era of slower growth and higher unemployment. Surprisingly, this remains a minority view at a time when the US economy might stall, the Eurozone and Japan are struggling with barely...
by Thierry Malleret | Aug 20, 2014 | Uncategorized
5 insightful op-eds or articles to help make sense of today’s world Mohamed El-Erian, “Markets Are Making a Sucker’s Bet on Europe” (Bloomberg View, August 14, 2013) Or why bad economic data is regarded as good news by the markets… The financial pundit...
by Thierry Malleret | Aug 13, 2014 | Uncategorized
5 insightful op-eds or articles to help make sense of today’s world Mark Gilbert, “Sausages, Cats and the ECB” (Bloomberg View, August 8, 2014) In the words of a former governor of the Bank of England, formulating monetary policy at the ECB is like “herding cats”. In...
by Thierry Malleret | Aug 6, 2014 | Uncategorized
5 insightful op-eds or articles to help make sense of today’s world David Bowers, “Treasury Yields – The Only Way is Up” (Financial Times, July 30, 2014 – paywall) The MD of Absolute Strategy Research addresses one of the most important issues for investors and argues...