Tag: Russia
February 2016
We are in confusing times as the world’s economy adjusts from high to low commodity prices. This adjustment, however, will by the end of 2016 largely have been made and the outcome will be primarily...
December 2015
Apart from the normal and incalculable unknown unknowns, a possible debt explosion or a Putin play, 2016 is likely to see a steady improvement in the economic environment. 2 to 3% growth with near zero inflation is really quite benign....
November 2015
We are in the last quarter, the future for North America looks good, Europe confused, China difficult and countries reliant on the production of commodities gloomy. The West and Russia, however....
October 2015
China, which is on everyone’s worry list, is doing exactly what it said it would do, and that is reduce the economy’s reliance on exports and infrastructure building. The country generally is becoming .....