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Kenneth Rogoff
Filter: Category: ECONOMICS
  • ECONOMICS, Financial Markets

    Mohamed El-Erian, "How Investors Are Dealing With Today’s Uncertainties"

    Bloomberg View - 11 Sep 2017

    Allianz’s chief economist argues that investors have been conditioned to buy the dip, regardless of its causes. Their desire to return to a comfort zone can lead to overly optimistic assessments of risks. This attitude makes them vulnerable to sudden large tipping points, particularly those difficult to price, like geopolitics or national politics (reads in 4-6 min). 

    Published in Weekly selection 15 September 2017

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  • ECONOMICS, Global Growth

    Jim O’Neill, "The Economic View from the Alps"

    Project Syndicate - 12 Sep 2017

    Living and working in the Alps, we couldn’t not share this article from the former chief economist of Goldman Sachs! It contains a wealth of anecdotal data with which to assess the state of the global economy and explains why Switzerland is such a happy and successful place.  The most interesting insight (that we’ve pinpointed many times in our various Barometers): the rise of the Chinese traveller will be one of the biggest economic stories of the coming decades (reads in 5-6 min).

    Published in Weekly selection 15 September 2017

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  • ECONOMICS, Financial Markets

    John Detrixhe, "Robert Shiller wrote the book on bubbles - He says “the best example right now is bitcoin”"

    Quartz - 5 Sep 2017

    This is an interview with Robert Shiller, the professor at Yale who won the Nobel prize in economics for his work on financial bubbles. In his opinion, the current biggest bubble is bitcoin, but he also thinks that there are currently in the US aspects of a housing bubble and a stock market bubble. His valuation confidence index is at the lowest it’s been since around 2000, but the mindset is somewhat similar to the dot-com one, with the “FANGs” now replacing the tech companies of the 2000s (reads in 5-7 min). 

    Published in Weekly selection 8 September 2017

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