Finance and economic themes on my mind as 2014 begins

Today’s commentary
Welcome to 2014!
I am in good spirits as the new year begins. But it is key not to let that mood leak out into my analysis of what’s to come. Clearly, most analysis for 2014 is upbeat. Economists are predicting higher global growth, higher U.S. growth, an end to the sovereign debt crisis and all manner of positive economic outcomes. And I think all of this upbeat analysis is justified. Nevertheless I want to give a more balanced view of what’s on my mind regarding markets and the economy as the New Year begins.
It is nice to be able to write a post on a hodge-podge of topics for once because the daily commentary format means I often leave out some important themes as I scan the scene for important bits to highlight. So I am looking forward to writing this post.

The...


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