IMF Reduces Global Growth Outlook as U.S. Expansion Weakens – Bloomberg 07-09-13

On July 9, 2013   /   China Economy, Emerging Market Economies, Europe Economy, France Economy, Germany Economy, Global Economy, IMF, Italy Economy, Japan Economy, Russia Economy, US Economy  

Salient to Investors: The IMF said: Global growth will struggle to accelerate in 2013 as the US expansion weakens, China’s economy levels off, and Europe’s recession deepens. Global growth will be 3.1 percent in 2013, unchanged from 2012, and 3.8 percent in 2014. Developing economies will grow 5 percent in 2013,

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IMF Reduces Global Growth Projections as U.S. Expansion Weakens – Bloomberg 07-09-13

On July 9, 2013   /   China Economy, Emerging Market Economies, Europe Economy, France Economy, Germany Economy, Global Economy, IMF, Italy Economy, Japan Economy, Russia Economy, Spain Economy, US Economy  

Salient to Investors: The IMF said: Global growth for 2013 will be unchanged at 3.1 percent as US growth slows to 1.7 percent in 2013 and 2.7 percent in 2014. Global growth will be 3.8 percent in 2014. Downside risks to global growth prospects still dominate, with the possibility of a longer

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La Dolce Vita Eludes Italian Students Found Unemployable – Bloomberg 06-09-13

On June 9, 2013   /   Economics, Education, Europe Economy, Italy Economy, US Economy  

Salient to Investors: The Italian higher-education system lets undergraduates linger on campus for years and retake final exams 6 times, and schools are disconnected from the economy and only recently opened campus career offices. No Italian schools, public or private, are in the top 200 in the Times Higher Education’s

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Fareed Zakaria GPS – CNN 05-26-13

On May 26, 2013   /   Asian Economy, Economics, Fareed Zacharia, Greece Economy, Italy Economy, Japan Economy, Poland Economy, UK Economy, US Economy  

Salient to Investors: Fareed Zakaria said: The data is increasingly convincing that the Keynesians have been right, cutting spending in the kind of recession we have gone through will only hurt growth not help it. But spending on its own is not enough. For sustained growth in the long-term, countries

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IMF Cuts Global Growth Outlook as Europe Demand Urged – Bloomberg 04-16-13

On April 16, 2013   /   Brazil Economy, China Economy, Emerging Market Economies, Europe Economy, France Economy, Germany Economy, Global Economy, IMF, Italy Economy, Japan Economy, Spain Economy, US Economy  

Salient to Investors: The IMF says: The global economy will expand 3.3 percent in 2013 versus its 3.5 percent forecast in January, and 4 percent in 2014. The euro area will contract 0.3 percent in 2013 versus its forecast of a 0.2 percent retreat in January. Expect a 3-speed recovery led by emerging

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Here We Go Again, Underpricing Europe Debt Risk – Bloomberg 01-29-13

On January 29, 2013   /   Europe Economy, Italy Economy, Nicholas Spiro, Spain Economy  

Salient to Investors: Nicholas Spiro at Spiro Sovereign Strategy writes: Market sentiment toward the euro area has swung from panic to growing confidence in just six months. Spain and Italy, the twin bellwethers of sentiment on Europe, show how markets are again underpricing sovereign risk as even a cursory glance at

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IMF Cuts Forecast on Second Year of Europe Contraction – Bloomberg 01-23-13

On January 23, 2013   /   Brazil Economy, China Economy, Commodities, Currencies, Emerging Market Economies, Europe Economy, Germany Economy, Global Economy, IMF, India Economy, Italy Economy, Oil, Spain Economy, US Economy  

Salient to Investors: The IMF said: The world economy will grow 3.5 percent in  2013 and 4.1 percent in 2014, versus 3.2 percent in 2012. The euro region will shrink 0.2 percent in 2013, led by Spain and slowing growth in Germany, and grow 1 percent in 2014. The euro region poses a

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Bluebay’s Dowding Says It Is Time to Sell EU ‘Periphery’ Bonds – Bloomberg 10-30-12

On October 30, 2012   /   Bond Market, Europe Economy, Italy Economy, Spain Economy  

Salient to Investors: Mark Dowding at BlueBay Asset Mgmt said investors should sell government bonds from the euro-region’s periphery, including Spain and Italy, because of a complacency on the part of policy makers, complacency in Spain, and no progress in sight. Dowding sees rising political risk in Italy. Read thef ull article at

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Roubini: Europe Dissolves if No German Backstop – Bloomberg 06-27-12

On June 27, 2012   /   Europe Economy, Germany Economy, Italy Economy, Nouriel Roubini, Spain Economy  

Salient Ponts: Professor Nouriel Roubini at NYU said at some point Germany has to decide if it takes the credit risk to backstop Spanish and Italian debt in exchange for some loss of natural fiscal sovereignty by Italy and Spain, giving the Eurozone  a chance to survive, or otherwise Europe dissolves in the next few

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