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Michael Panzner
Michael Panzner – makroekonomista. Jest wykładowcą w New York University. Należy do kadry naukowej New York Institute of Finance. Od 25 lat związany z globalnymi rynkami finansowymi. Pracował w Nowym Jorku i Londynie dla HSBC, Soros Funds, ABN Amro, Dresdner Bank i JPMorgan Chase. Ostatnio opublikował: Financial Armageddon, How Giants Fall.
Opinie autora blogu nie powinny być utożsamiane z oficjalnym stanowiskiem NBP w omawianych kwestiach.
Artykuły
Our So-Called Recovery
Three recent articles (further) undermine the notion that we’re seeing a light at the end of the tunnel.
The first examines the so-called rebound in growth:
“Dial 911 If This Story Makes Your Eyes Bleed” (New York Post)
In order to get to [the] 2.8 percent growth [reported last Friday,] the Commerce Department used a very unrealistic level of [...]
A Tad Unsettled
Suddenly, global credit markets are looking, shall we say, a tad unsettled…
[rentowności.png]
I wonder if we’re (finally) beginning to see bond markets pricing in the post-financial-crisis orgy of fiscal recklessness (not to mention the tsunami of refinancing-related supply)?
If so, that’s not going to be very good for the public finances of countries that decided high debt levels don’t really [...]
In Good Company
In a 16-slide gallery feature, “Apocalypse How? Dire 2012 Forecasts,” Bloomberg highlights the perspectives of those with a penchant for telling it like it is.
Pessimistic Prognosticators
Only the gloomiest of Wall Street’s prognosticators got it right in 2008 and 2009. Since then, their pessimism has been infectious. On almost any investing topic — from emerging markets to U.S. [...]
Bad News, Good News?
In “Are Americans Getting Healthier?” the Wall Street Journal’s Real Time Economics blog notes an interesting turn of events:
Americans might be getting healthier, a development that — if true — could have economic causes and consequences.
Obesity may be on the decline.The percentage of Americans who are obese declined from 2010 to 2011, according to a Gallup report [...]
Let’s Get Real
With all of this going on in the world’s other major economies –
China
“China Slowdown Spreading, HSBC Services PMI Shows” (Reuters)
China’s services sector cooled in November to its weakest growth in three months, an HSBC purchasing managers’ index showed on Monday, the latest data portraying an economy slowing quickly and in need of policy support.
The index fell [...]
Just As Ugly with Less
In “50 Economic Numbers From 2011 That Are Almost Too Crazy To Believe,” the Economic Collapse blog offers up a hefty list of bullet points that accurately describe an economy teetering on the edge of disaster. That said, 50 might just be a bit of overkill. In truth, the 10 I’ve highlighted below paint a pretty [...]
More Trouble to Come
Blog Michaela Panznera
More Trouble to Come
One key theme of my last two books, Financial Armageddon (published in 2007) and When Giants Fall (published in 2009), was that we could expect to see a dramatic increase in social instability and political upheaval in the years ahead.
Given what has happened over the past 12 months or so, [...]
Talking Pictures
If pictures speak louder than words, what do these four images tell you?
Daily Mail: Half of the U.S. population is worried they won’t be able to buy the holiday presents on their list because of their financial situation:
Tim Duy’s Fed Watch: History suggests the U.S. economy will be unable to resist the pull of a [...]
Not So Good
It’s probably no surprise to Financial Armageddon readers that many media outlets are trumpeting this weekend’s jump in retail sales, with some even suggesting (praying?) that it means consumers are finally emerging from their recessionary funk:
“Retail Sales Break Records, Cyber Monday Up Next” (USA Today)
Buyers are expected to log in for online sales on Cyber Monday.
Retail sales broke [...]
Uncontained, Again
It may have originated in the eurozone, but the current crisis looks to be following along the lines of the one that began in the U.S. subprime mortgage market four years ago. That is, a problem that authorities assured us was “contained” (the Bernank’s famous last word) and resolvable has morphed into one that is [...]
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