Monitoring Local and Global Geoeconomic Catalysts
Like many economic, development and financial types, I’m planning to be in Washington D.C. this week for the Spring meetings of the International Monetary Fund and World Bank, which provide a good opportunity to take the pulse on current views on the global economy. It also provides a good chance to connect the threads of… Continue reading What I’m watching for at the Spring Meetings
I wrote earlier about some elements of the consensus macro view and some risks to those views (and my own). A key part of tracking consensus (and identifying out of the consensus views), is keeping track of the questions investors and others are asking each other. I'll plan to gather some of these on an ongoing basis through… Continue reading Key questions for 2018+: What’s on Investor’s Minds?
I’ve spent a lot of time over the last week participating in “2018” Outlook events, reading and writing outlooks. At the risk of adding to the deluge, its worth a few reflections about the status of consensus and where triggers might diverge. Almost everyone I've spoken to over the last few months is upbeat and… Continue reading Assessing 2018 Consensus and Risks to Views
Ziemba Insights 