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The Great Depression in Economic Memory |
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Written by Mark Thoma
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Wednesday, 01 September 2010 |
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Jean Pisani-Ferry argues that "In extraordinary times, history is, in fact, a better guide than models estimated with data from ordinary times":
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Written by Cam Hui
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Wednesday, 01 September 2010 |
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Back in late May I suggested that a cheap way to buy Canadian-like equity exposure would be to buy the Australian market, as both markets and economies are fairly similar. The chart below shows the relative returns of the iShares Australia ETF (EWA) relative to iShares Canada (EWC) and what the pair has done since the call:
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Last Updated on Wednesday, 01 September 2010 |
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Economic Volatility: Expect More Business Cycles Than You Are Used To |
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Written by Dr. Bill Conerly
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Tuesday, 31 August 2010 |
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I'm currently forecasting greater cyclicality in the economy than most people are used to. That's not an out-on-a-limb forecast, because we are just coming off the calmest period in American economic history. It may not have seemed calm at the time, but the era from 1983 through 2007 was indeed the least volatile on record.
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Will an M&A Boom Lift Sagging Markets? |
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Written by Leo Kolivakis
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Tuesday, 31 August 2010 |
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 Anupreeta Das and Gina Chon of the WSJ report, Deals Stage a Comeback:
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Last Updated on Tuesday, 31 August 2010 |
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Ripe for a Sustainable Bullish Turn? |
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Written by Leo Kolivakis
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Wednesday, 01 September 2010 |
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 It was a hot and beautiful day in Montreal. I met up with my former supervisor at the Caisse, Mario Therrien, who last year was appointed Senior Vice-President, Fund Management, with the Private Equity group.
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Last Updated on Wednesday, 01 September 2010 |
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Written by Mark Thoma
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Tuesday, 31 August 2010 |
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Tim Duy is "anything but" reassured by Ben Bernanke's recent speech outlining the Fed's possible policy actions, and what it will take to put them into action:
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Current-Account Deficits Rise in Some BRICs |
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Written by Eric Roseman
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Tuesday, 31 August 2010 |
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Though still small compared to bulging deficits in the industrialized economies, some BRICs (Brazil, Russia, India and China) have started to amass current-account deficits. India and Brazil have now entered current-account deficit territory this year on the heels of rapid economic growth and rising demand for imported goods.
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Are Pensions the Next AIG? |
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