Articles

William C. Dunkelberg – “Unintended Consequences: Protectionism Backfires”

June 3, 2009

The “Buy America” provision in the “stimulus” (haven’t seen much of the $787 billion yet) package is causing more and more trouble to U.S. firms that would like to participate, but have “hidden” imports in their products.

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John Silvia: The Evolution of the Economy, Credit & Economic Policy

March 2, 2009

After more than a year of recession and a decline greater than forty percent in some financial indices, are we making any progress to the upside? To identify progress we first identify where we are now in the economy. Second, we address the question of whether we have reached a bottom, and which indicators we [...]

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Michael Drury Chief Economist, McVean Trading & Investments: Weekly Economic Update – GIC in Shanghai

January 18, 2009

Bottom line, for the next two year’s we expect China’s robust growth to be a solid underpinning to demand for commodities of all sorts, sustaining the growing global interest in them as an asset class.

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William C. Dunkelberg – “Assorted KYW Commentaries”

January 5, 2009

The factionalization (new word) of America is becoming absurd. US News & World Reports reported that McCain made a great move talking about his shopping at COSTCO. Pollster Zogby says that COSTCO’s mainstream customers are must-wins in the fall election campaign. Zogby noted that McCain still needed to win the more conservative WalMart shoppers.

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Hubert Fromlet – “The Economy of the Baltic States: Good Trend Performance – but Uncomfortable Trade Imbalances”

January 3, 2009

In general terms, one may say that the Baltic States achieved really an impressing performance since their independence in the early 1990s. Nobody thought at that time that EU membership could be possible already in the year 2004. Indeed, the EU adaptation process meant a lot to the economic development in the past ten years [...]

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