This article lays out what will happen globally and domestically when the Federal Reserve ends QE. It concludes with some investment implications.
US real estate investments have sold off in recent weeks. Some fear what will happen if the Fed reduces its asset purchases. This fear is misplaced. The upturn in US real estate has just started and will continue for some time. The last thing the Fed wants to do is slow the real estate recovery.
In Part 1 of this 2-part series on the growth/austerity issue, the interaction between Europe and the IMF was examined. Here, I examine how the issue is “framed in China and the US.
Employment continues as a concern in most countries. Even after the global recession, employment pattern will be quite different. This article explores the future of US and global employment.