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Clouds Gathering on the U.S. and International Economic Horizon May 24, 2011

There is a growing consensus among economists that the U.S. economy is slowing, and this revised outlook is being reflected ...

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IMF Supports Marietta Global Growth Forecast April 15, 2011

On April 11, the International Monetary Fund (IMF) issued its semi-annual World Economic Outlook, which forecasted global GD...

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China Watch: Is Goldilocks Waking Up? March 22, 2011

Almost a year has passed since we issued a blog “International Stock Markets: Searching for Goldilocks” (May 12, 2010). ...

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Current Challenges to the Global Economy and Stock Markets March 15, 2011

Recent developments in the Mideast and Japan convey scenes of human misery and loss of life that are sad and disturbing. The...

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China, India, and Brazil: When Too Much Growth is Bad December 29, 2010

On December 25 the People’s Bank of China (PBOC) hiked both the key 12-month lending rate (from 5.56% to 5.81%) and the 12...

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Growing Optimism for Global Equity Markets December 17, 2010

Expectations that the global economic expansion will continue through 2011 is prompting Wall Street investment strategists t...

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Good Reading: The Big Short November 10, 2010

Good reading: The Big Short: Inside the Doomsday Machine by Michael Lewis (W. W. Norton, 2010), 264 pp. In an immensely insi...

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