Sharp Divide on Rates Signals Volatile Markets Ahead
Doubts are growing, not only about the odds of a Fed hike but also about the efficacy of central bank policy.
September 18, 2016
Why Dick Bové Is Bullish on the Banks
Strong economic growth in the U.S. will mean a subsequent bump in consumer lending, says the veteran analyst. And the Fed’s not a threat.
October 12, 2015
Video - The 2015 Global Economic Outlook
The Global Economy Remains Stuck in Low Gear
Estimates of potential growth have been reduced across the board, says Alberto Ades of Bank of America Merrill Lynch. Ades and other industry experts share their outlooks.
October 8, 2015
Commodities Bust Continues to Depress Latin American Economies
With growth slowing to near-recession levels across much of the region, including Brazil, governments need to make structural reforms to revive growth and investment.
September 17, 2015
A Rate Hike and Rising Growth Mean Higher Treasury Yields
The Federal Reserve is expected to move in September or December with growth at around 3 percent. A muted response?
July 22, 2015
At IMF–World Bank Spring Meetings, Risks Preoccupy Policymakers
Sluggish growth, U.S. rate hikes and Greek solvency top the agenda at the IMF–World Bank meetings.
April 16, 2015
How to Manage Emerging Markets After the Beta Trade
The days of easy index-driven returns are over, but there is still plenty of opportunity to find alpha by focusing on strong companies.
October 22, 2014
James Galbraith Offers a Way Forward in a Low-Growth World
Declaring the end of normal, the U.S. economist in his new book makes a case for creating employment by boosting social spending.
September 9, 2014
A Generation After Tiananmen: China Blends Amnesia and Assertiveness
China is taking measures to ensure the anniversary of the Tiananmen Square massacre passes without incident, while attempting to increase the role of markets in its economy.
June 2, 2014
China’s Shadow Banking Sector Poses Growing Risks to Economy
As companies struggle to repay their debts, authorities are left wondering: Is a bubble about to burst?
Allen T Cheng
March 7, 2014