Macroeconomic Perspective and Outlook

Page 1

Macroeconomic and Asset Outlook J. Bradford DeLong U.C. Berkeley and NBER March 2010


Where We Are: Worst Recession since 1938


Vs versus Ls


No Overhang of Unsold New Homes...


LiMle Sectoral Imbalance in Economic AcQvity


Returns on Safe Debt at Historic Lows


Returns on the S&P 500


EquiQes: What Goes Up Comes Down


SQll the World’s Importer of Last Resort?


When Will the Dollar Fall?


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