Research Watch

The “new normal” may be over, deleveraging comes to an end, determining if the world is insolvent, China’s wobbly financial system, a tale of two penguins, and at home with Warren Buffett.

Summary: This week’s Research Watch includes a range of investment snippets, including the “new normal” may be over, deleveraging comes to an end, entering a secular bull market, determining if the world is insolvent, China’s wobbly financial system, Boeing’s Dreamliner, a tale of two penguins and at home with Warren Buffett.

Key take-out: While Pimco’s Mohamed El-Erian believes the post GFC period of slow growth and debt problems may be coming to an end, economist Nouriel “Dr Doom” Roubini says serious risks remain.

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