For Europe, It's the Politics, Stupid
Can a clear path to a United States of Europe be coming, with no clarity on Spain's bailout?
Can a clear path to a United States of Europe be coming, with no clarity on Spain's bailout?
A blow to growth, reaffirming taxes in the "fiscal cliff" and the regime of "forced exchanges."
Europe learns the hard way that markets in the post-Lehman world are still too fragile.
The BOE, PBOC and ECB show how far marginal returns on central bank action have fallen.
In a hostile monetary/fiscal/regulatory policy environment, this is the jobs growth we deserve.
Slightly more clarity on Spain's bank bailout, and a possible dovish turn for the ECB's Draghi.
Wall Street, Main Street, the C-suite, and the Theory of Reflexivity turned inside-out.
A housing recovery even without new construction is our second best hope for better growth.
Not just Apple: sales are missing and forwards are falling amidst global political uncertainty.
Europe needs time for pro-growth reforms to work -- instead, it has a too-tight central bank.