Some links I found interesting today:
Gillem Tulloch video on Chinese money supply, lending, and housing problems. As I mentioned previously negative real rates in a growing economy create massive distortions:
http://video.ft.com/v/1186054970001/Bubble-in-Chinese-property
ECRI calls for another recession in the US:
http://www.bloomberg.com/news/2011-09-30/u-s-is-heading-toward-another-recession-ecri-s-achuthan-says-tom-keene.html
Showing posts with label ecri. Show all posts
Showing posts with label ecri. Show all posts
Friday, September 30, 2011
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