Fred DionneOct 25, 20221 min"This is a Quantum Shift"Famous macro economist Muriel Roubini, who predicted the 2008 financial crisis, talks about his new book and reviews the systemic risks...
Fred DionneOct 24, 20221 minThe Impact of the Great China DeleveragingOver time, we expect a significant macroeconomic impact from China's commitment to financial deleveraging. First, for a large economy...
Fred DionneOct 24, 20221 minTroubles Ahead for the 60-40 Portfolio"It is pertinent to note that since 1984, markets have spent 65% of their time pricing in falling inflation— an environment beneficial to...
Fred DionneOct 14, 20221 minPreparing for StagflationIn this post, Prometheus Research highlights key data on expected rates of returns in regimes of inflation and stagflation. A must read....