A few weeks ago, CBS News’ popular magazine show, 60 Minutes, featured a segment exposing what the program characterized as a mammoth bubble in the Chinese property market.  The video…
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Posted in Global Economy
Tagged China, global investing, housing market, infrastructure, urbanization

Although fleeting attention is usually paid to what economists say, there was a flurry of debate about a recent op-ed piece in the Financial Times by former Treasury secretary and…
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Posted in U.S. Policy & Politics
Tagged budget, government spending, infrastructure, taxes

The Iowa caucus results may leave many questions unanswered, but we are starting to see a shape to the next 11 months’ worth of political debate and it isn’t pretty….
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Posted in U.S. Policy & Politics
Tagged Congress, Constitution, election, infrastructure, monetary policy, politics, taxes

This morning I flew back to New York from a series of client meetings in New Orleans via Newark Liberty Airport, and my flight was on time—actually a little early….
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Posted in U.S. Policy & Politics
Tagged economic recovery, education, emerging markets, Europe debt crisis, industry, infrastructure, labor, state funding, taxes

The conference’s final day focused on the interaction between local or regional policy and global economic issues.  The salient consensus as I heard it was that the world needs greater…
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Posted in Global Economy
Tagged fiscal imbalances, global, globalize your thinking, India, infrastructure, investment, Middle East, North Africa, policy, regulation