New Italian Government: Will Promises Pay Off for Investors?
The new prime minister, Matteo Renzi, has made big promises for the Italian economy, but delivery may be difficult.
‘The Biggest Threat We Face Might Be Economic Growth’: Merk
Axel Merk warns that economic growth leading to rising interest rates would add $1 trillion in interest expense to finance our deficit.
Economist Sees Global Deflation Fears as Overblown
The United States, Europe and Japan have very different stories that believe the assumption that deflation is harmful and must be aggressively combated.
Roubini: Fear of Bond Market Rout Is Overblown
The normally gloomy Nouriel Roubini sees a good year ahead, particularly in stocks, but he warns of huge risks lurking thereafter.
ECB Evaluations Raise Reporting Questions
How should the ECB evaluate the 128 systemically important banks across the eurozone for which it will soon be responsible?
Euro Improves Latvia’s Prospects but Highlights Geopolitical Tension
Investors to date have found it difficult to gain access to Latvia, but the adoption of the euro is encouraging.
El-Erian: Fed Hasn’t Won Post-QE War (Yet)
The head of PIMCO gives four reasons to take a cautious approach to the markets in 2014.
Wounded Celtic Tiger Is Slowly Recovering
It remains to be seen how successful Ireland will be, with the eurozone's economy still floundering, Germany's slowing, and problems continuing within its own borders.
Germany Still Thorn in Side of Eurozone Banking Union
While in general German banks are stronger than others in the eurozone, stress tests could shine a light on a few exceptions.
PIMCO’s Gross: Fed Playing a ‘Dangerous Game’
Bill Gross explains PIMCO’s outperformance through an approach that doesn’t fight the Fed, but rather deflects its easy-money approach through a retreat from risk.