Macro View
Is Asia overly confident?
18 March 2013
“I would not assume that a crisis would not happen. That was the assumption in Europe and that was the assumption in the US.”
Three scenarios for the global economy
24 September 2012
BlackRock's Charles Prideaux outlines three scenarios for the global economy
Still nervous about the hand-off
29 September 2010
Investors might consider taking only a modest amount of long equity beta, saving their focus and risk-budget for pair-trades.
Asian policy-makers must remain vigilant
17 June 2010
by Kevin Hebner - We are likely to see a wave of defaults. T this is what typically occurs within a couple years of a major financial crisis.
Asia's boom hides system fragility
16 April 2010
by Kevin Hebner - the Asian the financial system remains under-developed, a failing that could take decades to rectify. This is particularly true of China, which requires dramatic liberalization of...
China heading for disaster on the RMB
29 January 2010
Beijing’s determination to avoid a dramatic RMB appreciation reinforces a monetary and FX dis-equilibrium that perpetuates large and unsustainable external imbalances that are without precedent.
The Sweet Spot - in its final days
30 October 2009
The subsequent three months will be quite bumpy, as central banks attempt to clarify how they will time and sequence their exit strategies. In this spirit, Treasury Secretary Geithner recently...
Why we’re in for a bumpy ride
10 July 2009
I am not a perma-bear and do not deny the existence of green shoots, but just question how much confidence investors should take from a bit of “bad, but less bad” data.
Why Obama needs to show the Right Stuff
5 May 2009
Kevin says lessons need to be learnt from Japan if confidence is to be restored in the US.
Bail-outs are not zombie lending, but there are parallels
26 January 2009
Kevin assesses the US financial system meltdown in the context of Japan's 15 year malaise
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