Economy

As the global economy moves into bottoming out over mid 2009 and potential recovery to more normality into 2011, but with currently still ongoing credit ……Read More

We see corrections as being an essential part of checks and balances that ascertain the robustness of assumptions being built into markets. In this context, ……Read More

As cyclical indicators worldwide indicate bottoming out and amidst crucial meetings from Jackson Hole for central banks last week to later this week the London ……Read More

Although different from complacency after strong growth into 2007, now we see complacency of a different hue. The perfect certainty recently on display in the ……Read More

Globally, we see the consumer as not the economic equivalent of bamboo green shoots—one of the hardiest and fastest growing plants used in Asia from ……Read More

Not just from the young and restless, in June/early Aug. 2009 chatter grew about valuation expansion as market driver. We unequivocally do not consider the ……Read More