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Monthly Archives: June 2010
Housing double dip sets up perilous second half of 2010
Meredith Whitney updates her analysis of the housing and banking sectors looking into the second half. Also see this snap shot on the Canadian housing bubble, Housing mania: the Canadian dream home:
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'Markets Pricing In Global 'Paradigm Change': Pimco's El-Erian
The guts of a secular bear: Pimco's Mohamed El-Erian explained it well on CNBC today: “We're starting to get people to realize that we're not in a 'V' anymore, (it's) more like a square root”… “We're going to come back … Continue reading
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Debt crisis redux: Double-Dip risk rising in the Euro zone
Roubini on double dip risks building in Europe: “Markets are now realizing that this is going to be a period of slow economic growth. I'm not doom and gloom, I'm talking about slow economic growth over the next 3 years. … Continue reading
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