Dollar’s slide hurting foreign investors

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With the US dollar trading at a five-month low, spare a thought for non-US investors invested in US stocks and bonds. Will the greenback turn out to be the Achilles heel of the US economy? […]






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Goldman: Past the worst?

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This post highlights an interesting analysis by the Goldman Sachs Global Economics team, indicating the relative order in which the major economies will return to trend growth and close the output gaps. The conclusions have important implications for asset allocation decisions. […]






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Extinguishing the recession with green stuff

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The largest reflation action in human history has not escaped the eyes of the cartoonists. […]






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