Posts Tagged ‘Slowdown’
Quotable
“It is said that beliefs alter facts. Perhaps a fitting corollary here is perceptions alter Investment Themes. The investment themes of last week or last month that were so bullish for stocks suddenly seem not to be so bullish. This confirms their transient nature.”
Woody Dorsey
Commentary & Analysis
Japan slowdown and linkages …
China [...]
Slower growth ahead, but growth to continue
Do not expect major problems coming out of stress test
All advanced economies are in difficult situation; must consolidate fiscally
IMF has not caught up with reality–underestimates euro zone recovery
The ECB gab-fest continues with the chief economist weighing in. I love the shot at the IMF…
EUR/USD is at session lows after [...]
Overnight, manufacturing growth slowed in China more than expected as the Chinese look to curtail inflation and their housing market. While the market views this as negative, China has been expanding at a break-neck pace and my opinion that slower, more sustainable growth should be welcome.
However, this spotlights the reduction in world demand as economies [...]
In this era of globalization, the reliance on the inter-connectivity of markets has induced what is known as the “butterfly effect”. That is, when something happens in one area of the world, it has the potential to pervade and send shock waves throughout the rest of the world. And this is where we are today.
You [...]
