Emerging outperformers Does the recent turbulence in emerging markets mean global growth will slow? New research suggests otherwise. Some emerging economies have managed to achieve strong and consistent growth over a long period. These are the outperformers. What’s the secret to their success? Video Some emerging economies have grown much...
Read MoreHow to Think About the Market Sell-Off The Fed’s liquidity injections no longer underpin asset prices, leaving a greater role for fundamentals. By Mohamed A. El-Erian The 3 percent to 4 percent plunge in the major American indexes on Wednesday is unsettling for investors who have grown accustomed to low...
Read MoreThe fallout from the global financial crisis continues, a decade on By Vanguard September 27, 2018 Ten years ago this month, Lehman Brothers, the fourth-largest U.S. investment bank, filed for bankruptcy protection. It was a seminal event in what has come to be known as the global financial...
Read MoreRoubini Sees Many Ways China Can Retaliate to U.S. Tariffs September 18th, 2018, 7:44 AM EDT Nouriel Roubini, chairman at Roubini Macro Associates and a professor at NYU Stern School of Business, discusses China's ability to retaliate to the U.S. imposing a 10 percent tariff on about...
Read MoreRoubini Warns of 'Perfect Storm' for U.S. Economy in 2020 Sep.18 -- Nouriel Roubini, chairman at Roubini Macro Associates and a professor at NYU Stern School of Business, explains why he sees a U.S. economic slowdown in 2020. He speaks on "Bloomberg Surveillance." Video...
Read MoreEl-Erian Says the U.S. Alone Has Exited the ‘New Normal’ Americans can wave goodbye to the “new normal,” according to the man who popularized the term. Allianz SE chief economic adviser Mohamed El-Erian (who is also a Bloomberg Opinion columnist) says the world’s largest economy has finally...
Read MoreFrom high-tech unicorns to specialty chemicals, the country’s economy is moving swiftly beyond its lower-margin roots. The Chinese are now the world’s most avid online purchasers of goods and services, which they are likely to pay for with a mobile device. The deepening digital ethos reflects a...
Read More(John Kemp is a Reuters market analyst. The views expressed are his own) * Survey results: tmsnrt.rs/2Hdyw4e * Business cycles: tmsnrt.rs/2JapXYP By John Kemp LONDON, April 19 (Reuters) - Energy market professionals estimate there is a 40 percent chance of the U.S. economy entering recession before the end of next year,...
Read MoreA US-China Trade War Would Be a Tragedy- by Ray Dalio, Co-Chief Investment Officer & Co-Chairman of Bridgewater Ass. The markets’ reactions to newly imposed tariffs and, more importantly, the possibility of a US-China trade war convey appropriate tip-of-the-iceberg concerns of what a trade war would mean...
Read MoreJanus' Bill Gross says US, global economies are too leveraged for an aggressive Fed Investors' expectations for three or four rate hikes by the Federal Reserve in 2018 are likely overblown, influential bond investor Bill Gross said on Thursday A bear market in bonds will be gradual...
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