An investor game plan. Investors know they face uncertainty (that’s always true), but the source of the uncertainty is a problem in and of itself.
A Global Recession? It’s Only a Matter of Time (Part Five)
Germany is the world’s fourth-largest economy, but will be of no help in stimulating global economic growth. Germany can barely help itself. Unlike China, the US, and Japan, Germany is not suffering weak growth: it’s already three quarters into a recession.
A Global Recession? It’s Only a Matter of Time (Part Four)
With weak growth, falling household income and contracting trade, Jim Rickards explains why recession-prone Japan won’t provide optimism for the global economy as we near the cycle’s peak.
A Global Recession? It’s Only a Matter of Time (Part Three)
The economic dynamics of China are different from the US, but no more encouraging. It’s helpful to begin with a quick recap of Chinese economic performance over the past three years.
A Global Recession? It’s Only a Matter of Time (Part Two)
Let’s consider some of the world’s key economic regions before we untangle what’s really going on. And we’ll start with the US.
A Global Recession? It’s Only a Matter of Time (Part One)
Writing an article on the economic state of the world is usually a straightforward exercise. If the world is in good economic health, you can describe the policy reasons behind that condition and identify specific stocks and sectors that will outperform the market.