Equity Analyst Siren Songs
By: Satyajit Das
According to George Will: "The future has a way of arriving unannounced". That was before equity analysts...
Global adjustment will be long and painful
By: Wolfgang Münchau
There are no multiple crises - there is only a single crisis, one of global macroeconomic adjustment. It is for that reasons that the finanical crisis is not yet over.
House prices have 30-40% more to fall
By: Wolfgang Münchau
Here is an interview with me on CNBC on the housing market situation in western Europe and the US.
Central bankers cannot stop this contagion
By: Wolfgang Münchau
Cutting interest rates gives the worst of all worlds: no economic relief, plus a rise in inflationary expectations.







