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“Global business sentiment has notched a bit higher in recent weeks. Confidence slumped in the wake of the first round of financial turmoil coming out of Europe in the spring, but has held firm during the current wave of investor angst,” according to the results of the latest Survey of Business Confidence of the World by Moody’s Economy.com. [...] More on this topic (What's this?) The Fate of the Eurozone Hangs on Sunday's French Elections (Money Morning, 5/4/12) Eurozone Descends into a Farce as "Grexit" Looms Large (Money Morning, 5/18/12) European Fiscal Compact In Crisis As Irish Vote Looms (Value Investing, 5/7/12)
American hedge fund manager Jim Chanos is outspokenly bearish on China and its construction economy. Click through … [...]
Yang Liu, co-chairman of Atlantis Investment Management, says next year will be a highly volatile for China. She tells CNBC that the following sectors will perform well: consumer goods, commodities, health care, agriculture, hi-tech and alternative energy. [...]
Short commentary from emerging markets guru Mark Mobius on the one-way flow of capital to emerging markets. [...]
Appearing on 60 Minutes, Fed Chairman Ben Bernanke discusses pressing economic issues, including unemployment, the deficit and the Fed’s controversial $600 billion U.S. Treasury Bill purchase. [...]
In this thoughtful guest post, Chetan Ahya of Morgan Stanley discusses the outlook for the Asian region. [...] More on this topic (What's this?) Two Measures of Inflation: New Update (Phil’s Stock World, 11/30/12) The U.S. Lies About Inflation: Here's The Inflation Secret The Government Doesn't Want You to Know (Money Morning, 4/13/12) Weekly Leading Index (Comments for thetechnicaltake, 4/30/12) | ||||||||||||||||||||||||||||||||||||||||||||||
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