Monday, June 28, 2010

Perfect Austro-Keynesian Austeria Cocktail For Equity Fans

I am quite sure that open minds will put together decent big macro picture by reading Parenteau: Marching to Austeria* and Other Neolib Fibs and Krugman: Inequality and crisis ..., as well as Guest post: El-Erian on a disappointing G20 compromise, and conclude on outlook for equities ...

Somebody has to save (except for printing machines), if Asian household savings rates are set to decline?

Click on charts to enlarge, Chart 1 is for Japan, courtesy of BNP Paribas.

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