We have seen some surprises in global markets and economies thus far in 2017. The biggest risk to global growth – political risk in Europe – has largely been defanged, but political risk in the US and Latin America is gaining strength. Economies in China and Europe have also surprised on the upside, spurring expectations for more synchronized ...
news and blogs
top posts
small talk
Impact of a Macron victory https://www.savvyinvestor.net/node/1067692
The implied probability of BREXIT is up 8-10% in the last week https://www.savvyinvestor.net/blog/Brexit-Barometer-polls-of-polls-of-polls
BREXIT BAROMETER - "polls of polls" and probability at a glance https://www.savvyinvestor.net/blog/Brexit-Barometer-polls-of-polls-of-polls
Brexit: Big Risk, Little Reward (BlackRock) https://www.savvyinvestor.net/node/865569
Larry Summers is "more convinced than ever" that his "secular stagnation" thesis is correct -https://www.savvyinvestor.net/node/853292
Blackrock's 2016 Outlook "Cycles Out of Synch" has been very popular https://www.savvyinvestor.net/node/822462
How much spare capacity is there in the US workforce? Interesting commentary posted by UBS https://www.savvyinvestor.net/node/804265
Tim Price - "The birth of the Federal Reserve as a private banking cartel" https://www.savvyinvestor.net/node/799021
Will "financial repression" and low interest rates reduce government indebtedness? From Allianz - https://www.savvyinvestor.net/node/796222
How will history recall Ben Bernanke's reign at the Fed - Triumph or Tragedy? Brad DeLong's view https://www.savvyinvestor.net/node/793059
Any thoughts on today's FOMC? I wouldn't be surprised to see an increase of 1/8. They're anxious to get going but wary of market reaction.
Gavyn Davies - from QE to QT - will emerging economies cause global "Quantitative Tightening"? https://www.savvyinvestor.net/node/767743
Is the IMF right to discourage central banks from raising rates? New article posted by UBS https://www.savvyinvestor.net/node/762080
Yuan devaluation - is China seeking export competiveness or merely following IMF advice? https://www.savvyinvestor.net/node/747125
UK rates may peak at 2.25% - how very precise! https://www.savvyinvestor.net/markets-outlook/global-economic-outlook
At last! Euro zone clinches deal with Greece after all-night haggle https://www.savvyinvestor.net/node/728838
Why is inflation so low if monetary creation is so high? Martin Feldstein at Project Syndicate - https://www.savvyinvestor.net/node/707022
Nouriel Roubini: Macro liquidity, crowded trades, and market illiquidity is creating a time bomb - https://www.savvyinvestor.net/node/707452
Stephen Roach: “The world economy is in the grips of a dangerous delusion” - https://www.savvyinvestor.net/node/693084
QE has created "dangerous risks"according to Harvard professor Martin Feldman https://www.savvyinvestor.net/node/691196
