Wednesday, March 31, 2010

What's Going On At Macro Level?

Credit Agricole published its Macro Prospects today, looks among others at issue like:
Greece: A long hard way ahead...; Spain: The austerity trap; MENA: 2010 a difficult year for the budget etc.

This is a quite contemporary stuff...

However, I was reading quite interesting longer-term perspective yesterday: "Monetary Policy, Vagabonding Liquidity and Bursting Bubbles in New and Emerging Markets - An Overinvestment View" by Gunther Schnabl and Andreas Hoffmann, University of Leipzig.

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