Fareed Zakaria GPS – CNN 09-13-15

On September 13, 2015   /   China Economy, Cuba Economy, Economics, Europe Economy, Fareed Zacharia, Germany Economy, Global Economy, Investing, Major Trends, Middle East, Russia Economy, Ukraine Economy, US Economy  

Salient to Investors: Fareed Zakaria said: China’s economy is nearly 2.5 times that of Japan so even if growth slows substantially, China will continue to have seismic effects on the global economy. Henry Kissinger said Republican candidate China-bashing is dangerous and could create an atmosphere a la Europe before WW

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Fareed Zakaria GPS – CNN 09-07-14

On September 7, 2014   /   CBO, Economics, Fareed Zacharia, India Economy, Paul Krugman, Russia Economy, Switzerland, Ukraine Economy, US Economy  

Salient to Investors: Fareed Zakaria said: Islamic terror is not the isolated behavior of a handful of nihilists but a broader culture that has been complicit in it or at least unwilling to combat it. Zawahiri’s effort to recruit Indian Muslims will fail. The Arab world produces fanaticism and jihad

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Fareed Zakaria GPS – CNN 08-31-14

On August 31, 2014   /   China Economy, Defense, Economics, Europe Economy, Fareed Zacharia, Global Economy, Russia Economy, Tourism, Travelling, Ukraine Economy, US Economy, Zbigniew Brzezinski  

Salient to Investors: Fareed Zakaria said: Defeating ISIS would require a large and sustained strategic effort from the US but without significant numbers of US ground troops. ISIS videos of executions are designed to sow terror in the minds of opponents who when facing ISIS fighters now reportedly flee rather

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O’Neill Says Emerging-Market Selloff Creates Buying Opportunity – Bloomberg 02-04-14

On February 4, 2014   /   Argentina Economy, Emerging Market Economies, Emerging Markets Stocks, Jim O'Neill, Thailand Economy, Turkey Economy, Ukraine Economy  

Salient to Investors: Jim O’Neill said: We are closer to a buying opportunity in emerging-market stocks than to joining in the panic. While some places in the emerging world have real problems, to herald an emerging-market crisis is ridiculous. Ukraine, Thailand, Argentina and Turkey have some serious issues. The Fed decision

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Slump-Watchers Dump Yield Curve for 1970s Tool: Cutting Research – Bloomberg 11-26-13

On November 26, 2013   /   Bond Market, China Economy, Economics, Europe Economy, South Africa Economy, South Korea Economy, Turkey Economy, Ukraine Economy, US Economy  

Salient to Investors: Ellen Zentner at Morgan Stanley said: The Fed’s near-zero interest rate and QE is holding down US bond rates, meaning the US Treasury yield curve would struggle to invert, crimping its effectiveness as an indicator of business cycles. Yield curve inversion signals investors are betting on weaker

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What’s Good for U.S.-China-Japan Hurts Emerging Markets – Bloomberg 07-09-13

On July 9, 2013   /   Blackrock, Brazil Economy, China Economy, Emerging Market Economies, Europe Economy, James Paulsen, Mexico Economy, South Africa Economy, Turkey Economy, Ukraine Economy, US Economy  

Salient to Investors: Fed tapering, China’s credit squeeze, and Japan’s reflation ultimately prime the three biggest economies for less volatile and longer-lasting expansions, but near-term, emerging markets, commodity producers, and economies that need cheap cash or weaker currencies, including the euro area, could suffer. Stephen Jen at SLJ Macro Partners said that

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