We have been assaulted with economic news of all sorts, from every corner of the globe, while trying to watch the Olympics and while we would rather be enjoying summer and decompressing (at least in the Northern hemisphere). But the data keeps coming. My friend John Silvia, the Chief Economist of Wells...
Daddy’s Home Where’s All That Money Going? Leading Economic Indicators and the Yield Curve What About Retiree Final Consumer Demand? Hard and Soft Options Some Thoughts From Madrid Trequanda, Cincinnati, New York, and Singapore I have often said that when someone is appointed to be a member...
I have been reading and talking with Simon Hunt for a long time. He is a very thoughtful Brit who spends a lot of time in China and thinks about copper and commodities and cycles. He has enough seasoning to have seen a few cycles himself. This piece summarizes rather well the view that he has expressed...
In This Issue: Economic versus Political Theory Trichet Says “Non!” Again What Will the EU Do? All for One Euro and One Euro for All? We’re Off to Europe I have been doing a lot of reading this week, and today we look at some of the thoughts that keep coming to my mind. We’ll...