CIAO DATE: 12/2009
December 2009
Global: Recoverology
Bounce-back theory: "V"
The sharper the contraction, the stronger the recovery
Financial-impairment theory: "U", "L"
Recoveries following financial crises are much slower than
normal recoveries
Borrowed-time theory: "W"
Stimulus boosts economy at the cost of weakness later
Armageddon theory: "Q"
Too grim to talk about
Resource link: Is the world addicted to bubbles? EIU's Quarterly Global Outlook webinar series [PDF] - 435K