The Threats to Recovery

The Threats to Recovery

Dear Friends, Please find attached an op-ed that I wrote with Stuart Mackintosh on the threats to recovery coming out of the Covid pandemic economic crisis.  I believe it is a timely warning on the possible longer term downsides of massive fiscal and monetary stimulus...
Credit reset

Credit reset

Dear Friends, Attached is a Reuters op-ed I wrote with Stuart Macintosh about the need for China to be more transparent and flexible on restructuring the loans it has made to emerging market countries.  Unlike in past sovereign debt crisis, China is now a major...