Monthly Archives: February, 2010

Here is why the U.S. will lead the Euro Area in an economic recovery. Higher productivity growth in the U.S. will allow American firms to ramp up employment sooner than their European counterparts.

Global equity markets have sold off sharply to start 2010. The risk trade that worked so well last year is getting creamed. A flight to quality is underway. Investors are concerned over the sustainability of mounting debt and deficits of weaker Euro member states.