I got a last minute call from the producers of Charlie Rose yesterday to discuss market volatility — here is an excerpt from the appearance.
A Tale of Two Recoveries
Source: Charlie Rose | Jan. 15, 2016
“Which jobs report do we pay attention to as a sign about the economy? Is it the Bureau of Labor Statistics monthly jobs report, or is it the Steve Job’s report, how much Apple is selling on a quarter? And if you’ve looked at those over the past seven or eight years, they’ve been telling radically different stories.” Zachary Karabell, Barry Ritholtz, and Scarlet Fu discuss the U.S.’s uneven economic recovery.
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On the economic “disconnect” in the U.S. and China
Source: Charlie Rose | Jan. 15, 2016
Scarlet Fu, Zarachy Karabell, and Barry Ritholtz explain the current disconnect between the stock markets and the economies of the U.S. and China — and question whether we’re headed towards an industrial-led economic recession
