Realities and elusions
A highly recommended piece: David Goldman Bloomberg interview today.
What to take away? 1) More trouble to come for US banks; 2) Asian inflation serious macro concern, the biggest challenge for Asian economies since 1997.
A highly recommended piece: David Goldman Bloomberg interview today.
What to take away? 1) More trouble to come for US banks; 2) Asian inflation serious macro concern, the biggest challenge for Asian economies since 1997.