Kenneth Rogoff, whose research into historical financial crises with Carmen Reinhart may be the most extensive ever performed, says the U.S. economy is following a normal post-financial-crisis path, but that…
Category: Economy
Shiller on Housing and Regional Bubbles
Housing market guru Robert Shiller says it’s possible that the housing market has bottomed, but that he’s not confident it has. Shiller tells FOX Business Network that there is some…
Is Glass-Steagall The Answer? Maybe Not, Says Zweig
While many have been clamoring for the reinstitution of the Glass-Steagall Act as a way to address some of the financial sector’s problems, Jason Zweig is skeptical. In his Intelligent…
Siegel Says Housing Will Boost Second-Half GDP
Wharton Professor and author Jeremy Siegel says a rebound in the housing market will help push GDP growth near 3% in the second half of 2012. “Housing is one of…
Fisher: Look to Large-Cap Growth
Top investor Kenneth Fisher says that the bull market has a ways to go — and that large-cap growth stocks will be the place to be during the rest of…
Cohen: Think Long-Term
Goldman Sachs’ Abby Joseph Cohen says many investors have become too short-sighted, and says that “long-term, there are some very good values out there.” Cohen tells Bloomberg that a lot…
Bolton on the Contrarian Case for China
While many investors are fleeing Chinese equities, Fidelity’s Anthony Bolton remains bullish. “People are generally cautious and are taking money out of China which, as a contrarian, I see as…
Doll: No Recession, Stocks to Move Higher with Volatility
Blackrock’s Bob Doll says that, while the economy has been faltering for the past few months, he doesn’t think the U.S. is headed into a recession, and he remains cautiously…
Siegel Talks Euro, Fiscal Cliff
Wharton Professor and Stocks for the Long Run author Jeremy Siegel says he expects debt-laden European countries like Spain, Greece, and Portugal to stay in recession “for years to come”,…
Paulson Dials Back Risk, Talks of Euro Unraveling
Hedge fund guru John Paulson is dialing back risk in his portfolios, and says he sees a 50% chance that the euro currency will unravel, Bloomberg reports. In a conference…