Equity Analyst Siren Songs

01.05.2008

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

29.04.2008

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

06.04.2008

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

10.03.2008

By: Wolfgang Münchau

Cutting interest rates gives the worst of all worlds: no economic relief, plus a rise in inflationary expectations.








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