Tag Archives: growth

Update: Greece, Eurozone and the IMF

by Elliott Morss Earlier, I noted there were two parts to IMF Stand-By Program for Greece: austerity and increasing its competitiveness. However, by the beginning of 2012, the IMF had concluded that the austerity part of its plan for Greece … Continue reading

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Comparing U.S. and Euro Crises

by Elliott Morss Introduction The best weather forecast comes from watching the trends: if the chance of rain increases as you get closer to the day of interest, it will probably rain….  So I start by looking at what has … Continue reading

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Tax Policy to Aid Recovery and Growth

by Guest Author Christopher Heady, Professor of Economics, University of Kent Originally posted at VoxEU 14 March 2011 and reposted here with written permission. Have governments been cutting the right taxes? And are they choosing the best taxes to increase … Continue reading

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CMI: Tales from Sector Charts

Growth in CMI indexes is high but still 10% below the sales levels of 2005. Weak demand remains a problem. However, some sectors are stronger than others. Continue reading

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China: Unsustainable Rise in Debt?

An unsustainable rise in debt is, for me, one of the key indicators that the investment-driven model has passed its useful life and is generating negative growth while posting positive growth numbers. Examples of this are the financing of the copper import trade, real estate financing and local government asset transfers that force haircuts on private bond holders. Continue reading

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China: Handling Hot Money Like a Hot Potato

China continues with interest rate hikes to fight inflation but they will be reversed quickly when growth slows. FDI ($105 billion in 2010) is likely partly disguised domestic hot money flows. Continue reading

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China: Continued Attempts to Grow through Investment Likely

China’s GDP growth rates in 2011 will be likely continue to be strong as high investment continues. By the end of the year there will be much more concern about rebalancing processes. Continue reading

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Will India GDP grow by more than 10% in this Financial Year?

It would not be surprising if double digit growth is reached this financial year. Sanjeev Kulkarni runs the numbers.
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World Economy – Suffering from Acute Dis-Ease?

The world is too easily accepting major structural problems that need to be addressed. Continue reading

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FOMC Meeting Participants See QE2 Devaluing the Dollar

The Fed sees several years of persistent economic growth with subdued inflation. However, some governors believe devaluation of the dollar is likely. Years of gradual employment improvement is forecast. Continue reading

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Thinking Through an Economy Without Stimulus

Slow growth with a risk of recession remains the economic theme again this week. Continue reading

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