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.
No comments:
Post a Comment