Jim O'Neill

Author Archive

  • Sep 10, 2020
    Despite all of the doom and gloom of the past six months, much of the global economy continues to show signs of a sharp recovery from the pandemic-induced collapse this spring. And...
  • Aug 10, 2020
    Obviously, a disaster scenario in which COVID-19 vaccine trials fail and the pandemic spins out of control would expose the ongoing equity rally as a case of irrational exuberance....
  • Jul 9, 2020
    Given the sheer scale and unprecedented nature of the COVID-19 economic shock, it is not surprising that most commentators believe the outlook for recovery is bleak. But key weekly...
  • Apr 30, 2020
    There is no telling whether equity markets are correct in defying the popular narrative about a coming Great Depression-scale downturn. Investors may be clinging to irrational hopes,...
  • Jan 16, 2020
    Whether or not the 2010s were a "lost decade," one thing is clear: many countries fell short of their potential, possibly squandering their last best shot of registering strong GDP...