Macroeconomic Perspective

This section contains papers discussing the national, continental or world economic situation with a view to assessing how this will impact investment strategies.

Title:        Reasons Not To Be Cheerful Autumn 2003, Spring 2004, Autumn 2007, Spring 2009

Author:    Jim Steel

Description:
In 2008 the credit-crunch, sub-prime crisis and fears of the recession or depression that they will lead to are mainstream news. But since 2003 SIGnet members have been given a remarkable insight into the problems that lay ahead in this series of prophetic articles.


Title:        Debt and Delusion

Author:    Jim Steel

Description:
An incisive review of the global macroeconomic situation as it appeared in the Spring of 2002, with several useful references. On a similar theme to "Reasons not to be Cheerful" it explains how the debt crisis is unsustainable. The only issue left unexplained is how the credit crunch was postponed until 2008!