Browsing Category
GDP
42 posts
Some People Never Learn
There is little no correlation between GDP growth rates and country stock returns.
Chasing GDP Growth Can Lead Investors Astray
by Morgan C. Harting and Nelson Yu, AllianceBernstein Many investors in emerging markets (EMs) believe that identifying the…
Inflation Does Not Produce Economic Growth
by Frank Shostak via the Ludwig von Mises Institute, After settling at 3.9 percent in July 2011 the…
Market Update: Will EM Derail the Global Recovery?
by Ryan Lewenza, North American Equity Strategy, TD Wealth With the global equity markets under pressure, and concerns…
George Soros: The World Economy’s Shifting Challenges
by George Soros, originally posted at Project Syndicate, As 2013 comes to a close, efforts to revive growth…
Scott Minerd: A Synchronous Expansion
December 04 2013 Major developed economies are all contributing to global economic growth, and this improving fundamental picture,…
The Economy and Bond Market Radar (November 18, 2013)
The Economy and Bond Market Radar (November 18, 2013) Treasury bond yields fell by a few basis points…
In a Real (But Uneven) Recovery: Where to Remain Cautious
Last week brought evidence that while the U.S. recovery is uneven, it’s happening. For investors, the big takeaway…
Ed Yardeni: The Relationship Between Treasury Yields and Nominal GDP
by Dr. Ed Yardeni, Yardeni Research, Inc. I think that the 10-year Treasury yield could be in a…
Robert Shiller: "Is Economics a Science?"
by Robert J. Shiller, originally posted at Project Syndicate, I am one of the winners of this year’s…
The Economy and Bond Market Radar (October 21, 2013)
The Economy and Bond Market Radar (October 21, 2013) Treasury bond yields fell this week as the government…
The Growth Mirage
by Scott Minerd, Chief Investment Officer, Guggenheim Partners LLC September 05 2013 Despite disappointing economic data, there continues…
