Major hurdles to stimulus

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“Hopes are strong that a combination of timely fiscal stimulus and a fix for the financial system will end the US and global recession and promote recovery. Eventually, we think they will, but there are three major hurdles,” said guest contributor Richard Berner. This short post reports his views. […]






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Do BRICs (and Germans) Eat PIGS?

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This post is a guest contribution by Niels Jensen*, chief executive partner of London-based Absolute Return Partners.

When the euro was introduced about ten years ago, the pessimists didn’t give it much chance of reaching its tenth anniversary. The euro, or so the argument went, was doomed from the outset because of […]

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