Comments
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TSTotally wrong on China and the yuan. That's been a hotly debated one admittedly. Given they have now begun devaluing I wonder how he sees it evolving from here?
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KENice that there are still people who are positiv on the US. THERE HAVE TO BE ENOUGH PEOPLE on the other side of the "trade". Just BELIEVE :-)
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AEnjoyed his humble way of observing the world.
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sa20% of S&P companies already 20% below their highs. Many techs with weak 2H forecasts. US stocks and economy could roll over. Fed wont raise rates. QE instead. What happens to USD in currency war?
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MCCovered a wide range of subject areas in an engaging manner and was a tad more optimistic than many recent speakers. He gets my vote.
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KDWas he just talking to a camera? No reflection in the window of another person, and he was much less engaging than I have seen him before. Seems like poor format did a disservice to him (and us)
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MMWhat a legend! Always wanted to hear him in a thorough conversation. I found some of his EM and World Trade comments really thought provoking. Thank you for this interview!
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PHA bit ho-hum I'm afraid. All he needed to do was extrapolate from his belief in a strong USD and the rest falls into place from there. Fall being the operative word.
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GTThe consensus Economic View, unfortunately without the evidence.