Section
GDP
46 posts
The Long View – Rates, GDP & Challenges
by Lance Roberts, Clarity Financial There has been much debate about the current low levels of interest rates…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Tempering US Economic Growth Expectations
by Eric Bush, CFA, Gavekal Capital Listen, before we go through a litany of economic charts that pour…
China’s Growth: Warning Signs Increase
China’s Growth: Warning Signs Increase by Anthony Chan, AllianceBernstein China’s July economic activity data was alarmingly sluggish—reinforcing our…
Nominal GDP is What Really Matters
Nominal GDP is What Really Matters by Eric Bush, CFA, Gavekal Capital We were fortunate enough to have…
Economic growth in the very long run
Economic growth in the very long run We cannot take the economic good fortune of the modern world…
The Bond Market Is GDP Bearish
The Bond Market Is GDP Bearish by The Bonddad Blog In today's linkfest, I linked to a post…
Is Mr. Market correct in signalling weaker growth?
Mr. Market’s outlook has turned darker lately. The ongoing slide in stocks and oil, combined with an increase…
Is Inflation Protection Passé? Not Quite
Is Inflation Protection Passé? Not Quite by Vinod Chathlani, AllianceBernstein Investors have been waiting all year for the…
Expectations for Q3 GDP Growth Are Still Too HIgh
Expectations for Q3 GDP Growth Are Still Too HIgh by James Picerno, The Capital Spectator Expectations are in…
The Global Economy in Charts
The Global Economy in Charts by Tiho Brkan, The Short Side of Long Global growth has been slowing…
Why a recession is very unlikely
Why a recession is very unlikely by Scott Grannis, Calafia Beach Pundit Here are four charts that suggest…
Beige book: window on main street - continued modest economic growth
Beige book: window on main street BEIGE BOOK SUGGESTS CONTINUED MODEST ECONOMIC GROWTH by John Canally, Chief Economic…
Jeffrey Saut: "Recession?!"
by Jeffrey Saut, Chief Investment Strategist, Raymond James Good to hear from you! Yes, for the last year…
How Does Canada Fare In This Low Growth Environment?
How Does Canada Fare In This Low Growth Environment? by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond…
Strong Equity Markets Defy Continuing Weakness in Global Economy
June 2, 2015 - Doug Porter, Chief Economist and Managing Director, BMO Financial Group, notes a curious disconnect…
