Highest Rated Comments


M4rtingale12 karma

Soft data is pointing lower for developed markets, yet by some economists' metrics (while others might disagree) the ECB is still running a loose monetary policy. Is the EU heading towards a Japan-style lost decade? What is your base-case scenario for the European Union going forward (on the inflation-growth matrix)?

M4rtingale8 karma

The US has fared much better than the EU in terms of economic and inflationary performance after the great financial crisis. Do you think a splitting up of the Euro into 2 or more monetary unions would help Europe?

M4rtingale5 karma

What do you see as the main risks for EM as an asset class?