Spain has moved to the center of the European crisis in recent months. After a recent trip to Spain, where we met with policymakers, private market participants and academics, I…
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Posted in Global Economy
Tagged Europe debt crisis, Eurozone, Spain
At a recent gathering at the Asia Society in New York, I highlighted several economic misconceptions related to China. Some of these have become so imbedded in investors’ thinking that…
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Posted in Global Economy
Tagged China, global economy, global investing
Anyone who is at all interested in any aspect of central banking has to be amazed by two developments across the G7 central banks. First, the appointment of Mark Carney…
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Posted in Global Economy
Tagged fiscal policy, global investing, Japan
A single image can often convey more about financial markets than a lengthy research report. Our new series, OppChart Weekly, comprises compelling charts covering different aspects of world markets—and their…
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A single image can often convey more about financial markets than a lengthy research report. Our new series, OppChart Weekly, comprises compelling charts covering different aspects of world markets—and their…
Continue Reading »