Economic Commentaries
The key features of Goldman Sachs 2011 outlook:
(1) a strengthening in economic growth from 2.1% on average in 2010 to
2.4% in 2011,
with real GDP rising at an above-potential 3½% pace in late 2011;
(2) a peaking in unemployment in mid-2011 at about 10¾%;
(3) extremely low inflation – close to zero on a core basis during 2011; and
(4) a continuation of the Fed’s (near) zero interest rate policy (ZIRP) throughout 2011.
reported by James
Pethokoukis in his Reuters
Blog (Winter 2009)with real GDP rising at an above-potential 3½% pace in late 2011;
(2) a peaking in unemployment in mid-2011 at about 10¾%;
(3) extremely low inflation – close to zero on a core basis during 2011; and
(4) a continuation of the Fed’s (near) zero interest rate policy (ZIRP) throughout 2011.
IMF Staff Team Report (Summer 2009)
The Financial Crisis: An Inside View
Phillip Swagel (Spring 2009)
North American Economic Outlook: Winter 2008-09
MFC Global Investment Management
Will 2009 be better than 2008?
Reason Magazine (01/02/2009)
Fiscal Policy for the Crisis
IMF Position Paper (12/29/2008)
"The key in times like these is to stay solvent so you can load up when opportunity comes."
Jim Rogers (December 2008 - predictor 5 of 8)
A visual guide that helps to explain the financial crisis
Wallstats.com (12/11/2008)
