GDP Growth

GDP Growth

Frank Holmes: Understanding the Rise of China

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China Economy Emerging Markets Insight Markets Outlook
Understanding the Rise of China November 22, 2013 By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors If the sweeping economic reforms planned by Chinese leaders ...
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Rosenberg On The Pending Trade Shock and Q4's GDP Growth Outlook

Rosenberg On The Pending Trade Shock and Q4's GDP Growth Outlook
It would appear that the dilemma of the world exporting more than it imports (that we initially pointed out here) is starting to come to a head in ...
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Note to Bond King: Check Your Math

Note to Bond King: Check Your Math
by Seth J. Masters, AllianceBernstein August 6, 2012 The Wall Street Journal published an article on August 1 headlined: “Bill Gross: Equities are Dead.” In fairness to Gross, what ...
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David Rosenberg On A Modern Day Depression Vs Dow 20,000

David Rosenberg On A Modern Day Depression Vs Dow 20,000
  From David Rosenberg of Gluskin Sheff The challenge ahead is one of expectations. I think we win be fortunate to see any GDP growth at all for ...
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The Economy and Bond Market Radar (July 23, 2012)

The Economy and Bond Market Radar (July 23, 2012)
The Economy and Bond Market Radar (July 23, 2012) Treasury yields headed modestly lower again this week. Retail sales were much weaker than expected. Inflation and manufacturing data ...
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Japan - Glimmers Amid The Gloom

Japan - Glimmers Amid The Gloom
  by Milton Ezrati, Lord Abbett Japan still looks troubled. To be sure, the economy recorded a surprisingly strong 4.1% annualized real gross domestic product (GDP) growth in ...
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Things That Are More Important Than Facebook

Things That Are More Important Than Facebook
  by Finance Addict Facebook is hitting new intra-day lows as I write this. And again I ask, “who cares?” I don’t mean to be unsympathetic, but I’m going ...
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Big GDP Miss: 2.2% Vs Expectations Of 2.5%, Composition Even Uglier

Big GDP Miss: 2.2% Vs Expectations Of 2.5%, Composition Even Uglier
So much for the +3.0% GDP whisper number. Instead of printing at the expected number of +2.5%, the first preliminary GDP data point (two more revisions pending) came ...
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Jeremy Grantham: How to "Survive Betting Against Bull Market Irrationality"

Jeremy Grantham: How to
Ridiculous as our market volatility might seem to an intelligent Martian, it is our reality and everyone loves to trot out the “quote” attributed to Keynes (but never ...
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The Economy and Bond Market Radar (April 16, 2012)

The Economy and Bond Market Radar (April 16, 2012)
The Economy and Bond Market Radar (April 16, 2012) Treasuries rallied this week, sending yields sharply lower. The nonfarm payrolls report that was released on Good Friday disappointed ...
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Betting on the Race to the Bottom (Krasting)

Betting on the Race to the Bottom (Krasting)
Courtesy of Bruce Krasting On Monday and Tuesday the market’s attention will be on the USA and the negative economic implications of the Nonfarm payroll (NFP) miss. Market ...
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The Dating Game: Michael Pettis Challenges The Economist to a Bet on China

The Dating Game: Michael Pettis Challenges The Economist to a Bet on China
The Economist says "China’s GDP, measured in nominal dollars, will be the world’s largest by 2018". Michael Pettis at China Financial Markets disagrees and says I would like ...
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The Emerging Market Growth Story Continues (ING)

The Emerging Market Growth Story Continues (ING)
  by Douglas Coté, ING We have discussed the possibility, and risk, of a hard landing in China (growth slowing to less than 7%), but what has been ...
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ECRI: Why Our Recession Call Stands

ECRI: Why Our Recession Call Stands
Why Our Recession Call Stands by Lakshman Achuthan and Anirvan Banerji, ECRI Many have questioned why, in the face of improving economic data, ECRI has maintained its recession ...
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Goldman's Jan Hatzius: 3 Reasons to Expect Fed to Still Ease in April or June

Goldman's Jan Hatzius: 3 Reasons to Expect Fed to Still Ease in April or June
Based on some of the "action" and commentary in the past few days, it appears many believe the Fed is potentially stepping away from the monetary easing parade ...
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