Clarity Financial Chief Investment Strategist Lance Roberts and Daniel Lacalle, Chief Economist for Tressis SV, in the first segment of several, discussing earnings, the economy, and the chances of a global recession hitting before the end of 2019.
Synchronised Global Growth Was Always A False Narrative (Interview at Macro Voices)
Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices.
Continue reading Synchronised Global Growth Was Always A False Narrative (Interview at Macro Voices)
Market crash? Another red card for the economy
A few months ago I wrote this article at the World Economic Forum called “A Yellow Card For The Global Economy“. It tried to serve as a warning on the rising imbalances of the emerging and leading economies. Unfortunately, since then, those imbalances have continued to rise and market complacency reached new highs. Continue reading Market crash? Another red card for the economy
Reframing The Risks And Opportunities In Rates (Guest Post)
This is a guest contribution by Seth Levine, CFA.
Many have commented on the froth that they see across the investment markets. To be sure, I’ve contributed my share to this growing collection (see here, here, here, and here for a few). Finding value in the “Everything Bubble” –to borrow a phrase from Jesse Felder–has been undoubtedly difficult. Many have sought the shelter of sovereign bonds. Continue reading Reframing The Risks And Opportunities In Rates (Guest Post)