Expansions Don’t Die of Old Age
Jun 21, 2019 pours cold water on the widespread idea that a US recession is “overdue.”
Anatole Kaletsky
Anatole Kaletsky is Chief Economist and Co-Chairman of Gavekal Dragonomics. A former columnist at the Times of London, the International New York Times and the Financial Times, he is the author of Capitalism 4.0: The Birth of a New Economy in the Aftermath of Crisis, which anticipated many of the post-crisis transformations of the global economy. His 1985 book, Costs of Default, became an influential primer for Latin American and Asian governments negotiating debt defaults and restructurings with banks and the IMF.
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Expansions Don’t Die of Old Age 
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Has a No-Deal Brexit Become More Likely? Has a No-Deal Brexit Become More Likely?
May 31, 2019 describes three possible – though improbable – scenarios in which the UK crashes out of Europe this fall.
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Goldilocks Growth Goldilocks Growth
Apr 29, 2019 explains why equity prices are continuing to soar, even as bond yields plumb new lows.
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Brexit Fever is Breaking Brexit Fever is Breaking
Mar 28, 2019 welcomes the extension of the March 29th deadline, because it will be followed by a much longer one.
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How EU Leaders Can Prevent a No-Deal Brexit How EU Leaders Can Prevent a No-Deal Brexit
Feb 5, 2019 says that suspending the March 29 deadline would leave British Prime Minister Theresa May without leverage.
