IN THIS ISSUE: 1. The US Economy - What Kind Of Recession? 2. Fed Puts Real Skin (Our Skin) In The Game 3. J.P. Morgan Quintuples The Bear Deal - Why? 4. Market Implications - More Uncertainty 5. Are We There Yet (Market Bottom)? 6. Getting Out Is Easy - When To Get back In? 7. Conclusions - What To...
This week's Outside the Box is going to be a little different. I am going to write about the extraordinary action by the NY Fed to foster the Bear Stearns deal with JP Morgan, and give you three brief notes from Michael Lewitt of Harch Capital Management and Bob Eisenbeis (former executive vice-president...
IN THIS ISSUE: 1. Revisiting Stratfor's Previous Forecast 2. Stratfor's Latest Economic Outlook 3. Recession, Maybe - But No Depression 4. My Analysis And Conclusions Introduction There is a growing chorus that we are already in a full-blown recession, even though we'll have to wait several...