The World of Banking is Becoming Ever More Polarized
The polarization of the world’s banks is gaining momentum. The lumbering, large, globally systemically important banks are increasingly forced to...
303 Views
HILLARY! Scourge of Wall, Savior of Main - Preventer of Market Crashes, and Economic Crises
On October 8th, Hillary Clinton offered an Op-Ed on Bloomberg Views (available on the website here) which was a shorter version of...
297 Views
China: Short-term stabilization possible but underlying fault lines remain
Mark and JP once again highlight the fault lines that run through what they consider to be the most vulnerable part of the listed Chinese corporate...
269 Views
Many (un)happy returns in EM; governance and the vicious circle
This report examines the underlying governance factors that have driven EM underperformance over the last five years.Brazil, Russia, Malaysia and...
258 Views
U.S. Economy Picks up the Pace: We're bumping up our 2015 GDP forecast
Growth in the second quarter was revised up from 3.7% to 3.9%, beating the consensus estimate of 3.7% growth.It was what economists like to call a...
265 Views