Jan 27, 2011

Some Upside Risks To Global Growth And Several Downside Risks

I was a speaker in the Davos initial panel on the global economic outlook: some upside risks to global growth and several downside risks

Downside risks for growth: sovereign risk; Eurozone crisis; inflationary rise in commodity prices; US risks (housing, labor market, budget deficit)

Positives for growth: global recovery; profitable corporations; strong emerging markets; less tail risk of double dip; asset reflation/risk on

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