The end of the ‘Chinese Miracle’
We have been following China closely for nearly four years. We first warned about the unsustainability of China’s growth in March 2017 and have continued to issue w…
Global economy
June 2019 Forecasts
Since our recession call in March, we have received a fair number of questions about how and why. To give a clearer picture of our view, and on our services, we are publishing …
The Gray Rhino known as China
The highly obvious, probable threats that nobody should say they never saw coming –yet are not always getting the attention that will resolve them.
– Michele Wucker, March 15, 2018
When our suspicions about the current global expansion a…
The world economy is set to fall
During the first weeks of the 2018, the asset markets… Read More »The world economy is set to fall
Q-Review 4/2017: The approaching perfect storm
The debt-stimulus of China and the pro-business policy of Donald Trump have given a strong lift to the global economy, but the imbalances behind the façade of this economic expansion continue to grow. These detrimental development during the past 9 years is currently converging towards a “perfect storm” likely to engulf the global economy within two years.