Metal of the Past, Metal of the Future
Copper, the first metal worked by humans, will be crucial to decarbonization, and could be the path to a Chinese Century.
Morgenson cautions us on hopes for recovery in the banking sector
Roubini wonders if whether the recession will be "W-shaped" or "U-shaped".
Muenchau writes about a recent study on the role of securitization in the crisis. This has been studied a lot, but I think Munchau's conclusion, that "we should be worrying a lot more about global economics right now than about global finance" is spot-on.