Relatórios

There’s no global “Second Wave” of Covid, but Equities are very richly valued

There is no global “second wave” of Covid, but the Schiller CAPE ratio is at levels it has rarely exceeded…

Macro Internacional Macroeconomia

Nenhum comentário | 5 votos. média: 4,80 de 55 votos. média: 4,80 de 55 votos. média: 4,80 de 55 votos. média: 4,80 de 55 votos. média: 4,80 de 5

28/09/2020

Prasenjit Basu

Trump is not the Cause but an Effect of De-Globalization: No magical trade rebound if he loses

Between 1946 and 2011, global trade volumes typically grew at least 1.5-times the pace of global GDP growth, except during…

Macro Internacional

Nenhum comentário | 3 votos. média: 5,00 de 53 votos. média: 5,00 de 53 votos. média: 5,00 de 53 votos. média: 5,00 de 53 votos. média: 5,00 de 5

11/09/2020

Prasenjit Basu

What a Biden Presidency will mean for the Economy and Markets

The key impact of a Biden presidency will be an initial sell-off in US equities, given that Biden has pledged…

Nenhum comentário | 1 voto. média: 5,00 de 51 voto. média: 5,00 de 51 voto. média: 5,00 de 51 voto. média: 5,00 de 51 voto. média: 5,00 de 5

07/08/2020

Prasenjit Basu

China’s monetary insanity and its consequences: Global overcapacity and an investment drought

China’s money supply (M2) has expanded 45-fold in the past 24 years, the largest monetary expansion in human history. China’s…

Macro Internacional

Nenhum comentário | 1 voto. média: 5,00 de 51 voto. média: 5,00 de 51 voto. média: 5,00 de 51 voto. média: 5,00 de 51 voto. média: 5,00 de 5

30/07/2020

Prasenjit Basu

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