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Category Archives: Main Page
Roubini: recession will be protracted and severe
Some key macro analyses are summarized well in this segment. Nouriel Roubini, CEO of Roubini Macro Associates, discusses the outlook for the US economy, the path of inflation, and Federal Reserve policy on “Balance of Power.” Here is a direct … Continue reading
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Commodities slump with global growth outlook
Overnight, China’s National Bureau of Statistics reported that retail sales grew by 2.7% in July-nearly half as much as the consensus forecast of 5%. Industrial production also missed the 4.6% estimate with an increase of 3.8% as the Chinese economy … Continue reading
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Wild abandon bounces back
As risk markets have rebounded over the past month, FOMO has resumed with retail flows moving back to the sketchiest and over-valued securities and shorts being forced to buy back positions. The basket of most-shorted stocks tracked by Goldman Sachs … Continue reading
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