Finally got around to reading the last two Roach articles (thanks for sharing your roach). I agree with the first article (the current "recovery" is unsustainable) more than the second because I believe that the willingness of various nations in Europe and Asia to undergo structural reform and endure short term pain for longer term gain is not likely to be long lasting and political pressure will win out over doing what needs to be done.
I continue to believe that a global recession will be the result.
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