Category Archives: Main Page

ECRI reaffirms 2012 recession call

Today the Economic Cycle Research Institute issued a release with the below chart and a report reiterating their 2012 recession call. For those hoping that more liquidity injections to the banking system can avert this outcome, the ECRI is unequivocal: … Continue reading →

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More on the revolving door

As soon-to-be departing Treasury Secretary “Tiny” Tim Geithner surveys a doubtless array of plum job offers in investment banks, we liked this article this morning on the revolving door that has been allowed to swing both ways so freely between … Continue reading →

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Asia analyst: China in a “hard landing”

Adrian Mowat, chief Asian and emerging-market strategist at JPMorgan Chase & Co., cites evidence of declining commodity consumption–particularly steel and cement–as evidence of a hard landing now playing in the Chinese economy. Longer term this cool down is healthy for … Continue reading →

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