The list of concerns unnerving investors seems to be expanding quickly

January 31st, 2010|by Michael Ashley Schulman, Perspectives, The Big Picture|

The list of concerns unnerving investors seems to be expanding quickly. The degree to which this “recovery” is addicted to emergency policy stimulus has been the most important source of uncertainty since the beginning of this year. Now add to this the danger posed by a tightening in Chinese monetary policy, the growing sovereign debt […]