"Hope always seems to spring eternal in liquidity-driven financial markets. That is very much the case today in the aftermath of the biggest liquidity injection in modern history." So wrote Stephen Roach, Chairman, Morgan Stanley Asia in today's FT. And liquidity is where my interview with...
My interview with the former chief economist at Bear Stearns, David Malpass (President of Encima Global ), centered on the importance of small businesses and the state of the US economy. Recognized but under-appreciated by most investors, the engine of job creation in the US is far from healthy. While...
My interview with the Managing Director and Chief Economist with Credit Suisse (recorded Monday, June 29) includes the 2Q09 end to the US recession, expectations of a sub par recovery of 3 1/2%, a sustained level of relatively high unemployment, and a potential compositional shift in the US economy....
My interview with the Executive Vice President and Chief Economist at ITG and author of The Cost of Capitalism: Understanding Market Mayhem and Stabilizing Our Economic Future explored the real world economic pragmatism articulated in his just published book - notably the principles of Hyman Minsky,...
In my comprehensive interview, the Chief Economist with Strategas shares his thoughts and insights on a long and shallow US economic downturn, the US consumer - credit, spending, and savings, and residential and non residential construction and lending. The length of the interview is 17 minutes 52 seconds...