Xavier Brenner

Sometimes sheer luck and good timing matter more than economic policy.

Wall Street may lean Republican, but investors actually do better during Democrat administrations.

Has China caught the dreaded Japanese deflation syndrome? In September, China’s closely-watched producer price index declined 3.6% versus the year-ago period. What this means in practice is that Chinese factories are losing pricing power and face a major drag on corporate earnings. Chinese industrial companies’ profits fell 6.2 percent in August […]

But will markets really care?

How does the current economic recovery stack up against previous ones after major financial crises?