Global Markets

A Roadmap for Responsible Government Spending

By Max Moore I recently started reading Santayana’s Curse by Sean Corrigan (of Diapason Commodities). In a few words, the book recounts various monetary pursuits over a long period of economic history and highlights how our ignorance of these instructive parallels has lead to the seemingly incurable laxity in public finance…

Not So Far East: A Macro Economic Look at Southeast Asia

By Jeff Wilson After a terrific article by Alex Salomon on the deep-seeded cultural and economic issues facing France, I would like to take you to a sub region just a 10-hour flight away from the heart of Europe: Southeast Asia. Over the next two weeks I’ll be sharing a 3…

Francestein: The Next European Shoe to Drop

By Alex Salomon AFTER GREXIT & SPAIN COMES THE “FRANCESTEIN” FRENCH MONSTER Those who follow me on Twitter @Alex__Salomon know that I have been brewing an article on #Francestein for a few weeks, and, while I procrastinated, The Economist beat me to it, and made their [controversial] cover of this week’s…

The Big Hope: An Invitation to Dream

By Alex Salomon This blog entry comes on the heels of a series of tweets from my account @Alex__Salomon. A friend (follower) suggested I should expand on it. The meat of my thesis? Let’s just call it “the Big Bull Rally.” I think it all started last Thursday with the frustration of reading yet…

Credit Crunch Hits China

By Jeff Voudrie Many retired wealth investors and those developing retirement income strategies believe that China will pull the world out of its economic slump. As well, many investors in general believe that China will continue to achieve annual growth rates of at least 8%. But I’m not so sure. Recent…

5 Weekend Thoughts: PIIGS, Oil, and Apple Stock

By Alex Salomon Another week punctuated by my increasingly random thoughts! But come on, it’s always fun! This weeks thoughts range from more European political and financial woes to negative yields to “Apple” families. Enjoy. 1.  Only in France… Did you know, and I am not making this up and invite…

4 Key Questions on China’s Transition to a Consumer Economy

By Joshua Schroeder Recently there has been a lot of focus on near term fears of an economic hard landing in China. Talking heads continue to debate the short-term macro-economic outlook: Will real GDP growth fall below 6%? What monetary policy tools does China have at its disposal to continue its…