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In a WSJ interview, Goldman Sachs’ chief U.S. economist Jan Hatzius says he sees a 15% to 20% chance of a renewed recession next year. However, his baseline forecast is still for a resumption of stronger growth in the second half of 2011 and into 2012. [...] 
“Long term, it is up to Washington and Beijing to properly set policies to incentivize businesses, education and social systems, given each country’s makeup of the workforce, to have enough resource and job growth in place to match the future direction of their demographic dynamics,” said Dian Chu in this guest post. [...] More on this topic (What's this?) China's Economy 2012 Report: Here's Why (And Where) Your Money Should Be In China (Money Morning, 12/9/11) China: Big Changes Coming Soon (Money Morning, 1/10/12) What China is Buying Now (Wealth Daily, 1/12/12)
Eric King a few days ago conducted an excellent interview with John Hathaway: Senior Managing Director & Portfolio Manager, Tocqueville Funds. John has almost four decades of market experience and is known internationally for his writings about the U.S. economy, gold, silver, commodities and much more. He is one of the most respected institutional minds in the world regarding gold. [...] More on this topic (What's this?) Gold & Silver Banker-Cartel Prolonged Price Suppression Has Set the Foundation for an Explosive M... (the Underground Investor, 1/17/12) Why the Gold Slump is Not Over (Investment U, 1/9/12) Gold Prices 2012 Forecast: How to Make Double the Gold Profits in the New Year (Money Morning, 12/30/11)  By Prieur du Plessis, on July 11th, 2011 posted in: Economy, Emerging markets, Inflation  Leave your comment
“EM economies are likely to get some much needed relief as growth slows to trend, inflation falls and policy normalisation ends in most places. Risk appetite is likely to rebound on such a benign outcome,” said Manoj Pradhan of Morgan Stanley in this guest contribution. “However, in our opinion, much of the tightening, particularly for central banks in restrictive territory, has been done via quantitative tools so that policy rates are still very low while fiscal policy remains loose. In addition, our US economics team expects a better 2H performance there. This implies that there are upside risks to EM growth and inflation.” [...] More on this topic (What's this?) Why TIPS are a Bad Inflation Hedge (Learn Mining News, 4/11/11) The Real Inflation Rate is 10% (Learn Mining News, 4/13/11) Inflation Proof Your Portfolio With These 5 Stocks (Investment Underground » Page n..., 1/19/12)
In an interview with the WSJ, Eurasia Group President Ian Bremmer insists that for China to become the economic powerhouse it is predicted to become in this century, the Chinese must fundamentally restructure their economy. [...] |
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