Time-sensitive materials for the latest viewpoints |
posted Jul 22, 2010 1:00 AM by Ruben Alvarado
A wealth of recent data on various countries' debt situations
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posted Jul 14, 2010 6:32 AM by Ruben Alvarado
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updated Jul 14, 2010 11:57 PM
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Bill Gross speaks of the developed world's debt overhang and stagnating productivity, the developing world's halting gait toward economic self-reliance, and his view that the latter cannot yet take up the slack being left by the former. Follow the link:
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posted Jul 14, 2010 12:02 AM by Ruben Alvarado
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updated Jul 14, 2010 12:08 AM
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July 2010: " John P. Calamos, Sr., and Nick P. Calamos discuss their “short-term bullish, longer-term scared” economic outlook. They explain why a case can be made for a bull or bear market over the next decade and the factors the Calamos investment team considers as they assess the global economy and its opportunities." |
posted Jul 13, 2010 11:59 PM by Ruben Alvarado
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updated Jul 14, 2010 12:09 AM
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June 30th, 2010: " Global Recovery on Track, But Downside Risks Intensify The outlook for the global economy and sovereign credit is at a critical and uncertain juncture. Economic data show a strengthening in the global recovery, which would support a gradual exit from unsustainably loose fiscal and monetary policy settings. However, concerns over sovereign debt sustainability in some euro area countries and renewed market volatility raise the risk of a double‐dip recession. The global recovery has strong momentum, and Fitch Ratings’ base case is that world GDP grows by 3.1% in 2010 (up from 2.3% in its December 2009 “Sovereign Review and Outlook” — see Related Research), after contracting by 2.5% in 2009, helped by a rebound in world trade, a turn in the inventory cycle and accommodative fiscal and monetary policies. Emerging market (EM) economies are providing the main growth impetus, along with a gradual recovery in US consumption. But activity in the euro area remains sluggish. Extended loose monetary policy should keep growth robust to the fiscal consolidation plans currently mapped out by major advanced countries (MAEs). However, the degree of macroeconomic uncertainty is highlighted by the presence of both inflation and deflation risks, and the scope for policy mistakes is high. Market fears about the solvency of ..." |
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