-
Recent Posts
Recent Comments
Archives
- October 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
Categories
Meta
Tag Archives: secular stagnation
“The Policy Environment”—Bloomberg’s No-go Zone
A few days ago on Bloomberg Radio Tom Keene and Barry Ritholtz interviewed Stephen Stanley of Amherst Pierpont Securities, focusing on his gloomy outlook for GDP growth. Twice Stanley stated that the “policy environment” was holding back growth. First he … Continue reading
Posted in Uncategorized
Tagged Bloomberg, economic growth, Obamanomics, policy environment, Regulation, secular stagnation
Leave a comment
Global Plague (Not Ebola – Econo-Imbecility)
Stock market jitters are not surprising. I have been shamelessly straddling the equity fence, saying rising earnings and low rates would enable stocks to “grind higher” but nevertheless the “risk of a correction” is high due to excessive complacency. Investors … Continue reading
Posted in Uncategorized
Tagged economic growth, economic policy, emerging markets, global economy, India, Obamanomics, secular stagnation
Leave a comment
Larry’s “Secular Stagnation” Excuse
Larry Summers disclosed his latest macro insights at an IMF Meeting last November, which he elaborated upon in a Financial Times article: “We may . . . be in a period of ‘secular stagnation’ in which sluggish growth and output, … Continue reading