Money and Finance
- Albert edwards and dylan grice: Bearish forecasts from two top strategists
Found via ValueWalk. It’s been nearly 18 years since Albert Edwards forecast an “ice age” in which bonds would outperform equities. He’s been right until just recently, when cumulative returns on the two classes converged. But Edwards insists...
- Albert Edwards On Japan...
Excerpts from Edwards’ report via ValueWalk: There is a large body of highly respected commentators who dismiss the notion that Japan is bust. My friend, former colleague and Japan guru, Peter Tasker is certainly one of them. In a recent FT article...
- Albert Edwards: Tapering Talk All The Way To The Next Recession
Via ValueWalk: Albert Edwards is back at it again. Earlier this week, the SocGen analyst put out a report blasting UK Chancellor George Osborne and talking about the massive credit bubble in China. Just a few weeks ago Albert Edwards said we were “One...
- Socgen’s Edwards: Mervyn King Should Be Stripped Of Knighthood
Société Générale global strategist Albert Edwards has said Bank of England governor Mervyn King and former Federal Reserve chairman Alan Greenspan should be stripped of their knighthoods in light of the same fate befalling Fred Goodwin. Former RBS...
- Bear Investor Says 'i Have Been Too Bullish'
Albert Edwards, a global strategist at Societe Generale well known for his bearish stance, said late Monday he has got it wrong and that he has been too bullish. “I have long believed that a lost economic decade was an inevitable consequence of the...
Money and Finance
Sliding Yen Could Herald New Asian Currency Crisis: Albert Edwards
The falling yen coupled with a fall-off in Chinese investment inflows "increasingly resembles" the run-up to the 1997 currency crisis, said Albert Edwards, Societe Generale's ultra-bearish strategist.
"It seems investors may have forgotten that yen weakness was one of the immediate causes of the 1997 Asian currency crisis and Asia's subsequent economic collapse," Edwards wrote in a global strategy note on Wednesday.
Edwards, who recently returned from meeting clients in Hong Kong and Singapore, forecast the Bank of Japan will lose control of its recently launched program of aggressive monetary easing, leading to spiraling inflation and an increasingly unsustainable debt position.
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Related, historical articles:
The Myth of Asia’s Miracle (1994)
WHAT HAPPENED TO ASIA? (1998)
- Albert edwards and dylan grice: Bearish forecasts from two top strategists
Found via ValueWalk. It’s been nearly 18 years since Albert Edwards forecast an “ice age” in which bonds would outperform equities. He’s been right until just recently, when cumulative returns on the two classes converged. But Edwards insists...
- Albert Edwards On Japan...
Excerpts from Edwards’ report via ValueWalk: There is a large body of highly respected commentators who dismiss the notion that Japan is bust. My friend, former colleague and Japan guru, Peter Tasker is certainly one of them. In a recent FT article...
- Albert Edwards: Tapering Talk All The Way To The Next Recession
Via ValueWalk: Albert Edwards is back at it again. Earlier this week, the SocGen analyst put out a report blasting UK Chancellor George Osborne and talking about the massive credit bubble in China. Just a few weeks ago Albert Edwards said we were “One...
- Socgen’s Edwards: Mervyn King Should Be Stripped Of Knighthood
Société Générale global strategist Albert Edwards has said Bank of England governor Mervyn King and former Federal Reserve chairman Alan Greenspan should be stripped of their knighthoods in light of the same fate befalling Fred Goodwin. Former RBS...
- Bear Investor Says 'i Have Been Too Bullish'
Albert Edwards, a global strategist at Societe Generale well known for his bearish stance, said late Monday he has got it wrong and that he has been too bullish. “I have long believed that a lost economic decade was an inevitable consequence of the...