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Investment Insights are written by
Angeles' CIO Michael Rosen
Michael has more than 30 years experience as an institutional portfolio manager, investment strategist, trader and academic.
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Published: 10-14-2014So, US economic growth is outpacing the rest of the developed world (and much of the non-developed, um, emerging, world), as seen in these charts (thanks to Goldman Sachs).
But will we converge, and if so, will it be a positive (the world rises to the US) or negative (US drops) convergence? I don’t really know (who really does?). But the US is the most self-contained economy in the world (outside of sub-Saharan Africa), thus the woes of the world impact the US much less than any other country.
Rather than worry about the US economy, it’s the EM markets that are signaling distress (in their equities and currency markets…again, next chart courtesy Goldman Sachs):
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Path to Progress 12-08-2015
Zimbabwe is a country of 14 million people. I've never been there, and I can't recall if I've ever met anyone from ...
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Distortion or Reflation? 05-21-2015
A month ago, Germany could borrow for 10 years at a rate of 0.06%. Lenders were also happy that day to earn 0.47% for ...
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GDP 12-23-2014
Normally, I wouldn't comment on any single economic release, but today's GDP revision adds to the mounting evidence of a ...
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