India Is Growing Faster Than China
India is facing a historical moment for its national economy: the latest official data claim that Indian GDP is growing faster than the Chinese one at the moment Yes, there has already been a time…
China
Société Générale: Watch Out For These Black Swans
The famous “black swan chart” published by Société Générale is out, let’s take a look at it The most impressive thing of the black swan chart published by SG for the 4th quarter is that…
Russia: Uncertainty Is Still At Dangerous Levels
The situation has never been that bad during the “Putin-era”, when will the political uncertainty fall back to a reasonable level ? The policy uncertainty index for Russia is brutal: The 2009 crisis was a…
The Painful “Normalization” Of Chinese Economy
Whether we like it or not, what’s happening to the Chinese economy is not weird at all: did someone really think that the economic boom could go on and on forever ? China is slowly…
Finance Does Not Create Bubbles, People Do
As Zerohedge points out, if somebody arrived on our planet from Mars there would be one single easy way to explain him the main difference between a typical American family and a Chinese one, and,…
“Your Majesty, We Have a Problem”, UK Housing Bubble is Scary
We’ve always been sure by the fact that China was having the worst housing bubble in the World, but now the data coming from the United Kingdom show an even worse situation (original publishing date…
Société Générale: Here Are the Main “Black Swan” for Financial Markets
Just like every quarter, analyst at Société Générale have published their report on black/white swans for financial markets, it’s always interesting to take a look at the positive and negative risks we may have to…
The Four Big Market Risks of Summer 2014
As Russ Koesterich of Blackrock points out, there are at least four big market risks (or “black swans”) that may give us some problems during Summer, let’s see them together (original publication date: 05-23-14) This…