By RGE Monitor Today we present some of the main conclusions of the recently released update to the RGE 2009 Global Economic Outlook. The global economy is in the middle of a synchronized contraction that will push global growth...
Read MoreThe April edition of Donald Coxe’s Basic Points research report (subtitled “Where will America go to grow”) has just been published. His investment recommendations, as summarized in this document, are listed in the paragraphs...
Read More“Words from the Wise” this week comes to you in a shortened format as my traveling in the US precludes me from doing my customary commentary. However, a full dose of excerpts from interesting news items and quotes from market...
Read MoreI posted an update on China’s growth outlook a few days ago and said ” … China’s improving PMI seems to indicate that the country might have seen the worst of the growth statistics”. I also referred to a report by BCA Research,...
Read MoreThis post is a guest contribution by Rebecca Wilder*, author of the of the News N Economics blog. Today’s weekly reports are slightly more positive than last week. However, I avoided the trade reports all together, which...
Read MoreThe video clips below come via my hotel room at Dana Point, California, where I am attending a conference hosted by Rob Arnott’s Research Affiliates. Also present are financial luminaries such as Peter Bernstein, Burton Malkiel,...
Read MoreRegular readers will be familiar with the chart below, showing the historical relationship between China’s manufacturing Purchasing Managers’ Index (PMI) and real GDP growth. (The Hong Kong PMI is used as a proxy for the Chinese...
Read MoreThis post is a guest contribution by Rebecca Wilder*, author of the of the News N Economics blog. The Wall Street Journal ran a story about reduced bank lending originating from those banks that received TARP monies. Frankly, I...
Read More“Green shoots”, “glimmer of hope” and “light at the end of the tunnel” are three phrases economists have recently started bandying around, referring to a slowing in the deterioration of a number of economic variables, i.e. that...
Read MoreI will find myself in Dana Point, California over the next few days, attending a partners’ conference hosted by Rob Arnott’s Research Affiliates. (Our investment management company, Plexus Asset Management, has a licensing...
Read More
