GS catching up on our conversations on demographics

We've often discussed demographics as a critical long (very long) term indicator - and, by the way, the message ain't good. Goldman is finally catching up on the conversation.Viewing the remainder of this article requires a Subscription

Europe revisited

It's back - although, for some of us it was never out of sight: Europe is in trouble. Greece is facing gdp growth rate of -3.5% and is now officially beyond low double digit unemployment (and rising). Spain, in the meantime, is facing another liquidity crunch. And the only thing saving the credit markets from freezing up is a quickly eroding common fund that is going to face some huge losses in the very near term.Viewing the remainder of this article requires a Subscription

Starting the day off

Markets are down about 2% as I write this. Yesterday the market started realizing that in case of emergency, the Fed has only QEII at its disposal, but simultaneously realized that it can't buy anything else.Viewing the remainder of this article requires a Subscription

Fed day: Who cares?

Fed just released its long-awaited decision - no change. Wow! The real news came out of China where we see 2 major developments. First, there's a slowing of growth in imports. Guess what that did to commodity and commodity related stocks - yup, they're all down.Viewing the remainder of this article requires a Subscription

From the Fed: Future Recession Risks

Future Recession Risks by Travis J. Berge and Oscar Jorda An unstable economic environment has rekindled talk of a double-dip recession.
Viewing the remainder of this article requires a Subscription