Wednesday, June 23, 2021

23/6/21: Covid19 Deaths and Income Inequality

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  An interesting, although intuitively straight forward note on the determinants of Covid19 deaths:  https://twitter.com/youyanggu/status/14...
Sunday, June 20, 2021

20/6/21: COVID19: Europe and EU27

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  Updating pandemic numbers for the past week for EU27 and Europe: As the charts clearly show,  Europe experienced significant declines in n...
Saturday, June 19, 2021

19/6/21: COVID19: Worldwide Data

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  With some time passing since my last update, and the rates of vaccinations ramping up globally, it is easy to forget the simple, but devas...
Tuesday, June 8, 2021

8/6/21: U.S. Investor Confidence under Biden

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 My recent comment on the Biden Administration early successes for the Euromoney:  https://www.euromoneycountryrisk.com/article/b1rqlvl15wr2...

8/6/21: World is more VUCA. Less Risk.

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 For those who have been my students in recent years none of this will come as a surprise: the world around us is becoming less 'risk-dr...

8/6/21: This Recession Is Different: Corporate Profits Boom

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  Corporate profits guidance is booming. Which, one might think, is a good signal of recovery. But the recession that passed (or still passi...
Sunday, June 6, 2021

6/6/21: BRIC PMIs for May: Volatile Growth and Surging Inflationary Pressures

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  BRIC PMIs for May 2021 show uneven pace of recovery within the group of the largest Merging and Middle Income economies and a uniform evid...

5/6/21: Ireland PMIs for May: Booming Growth and Inflation Signals

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 Both inflationary pressures and economic activity indicators are going through the roof in May, signaling a roaring run for 2Q 2021 growth....
Thursday, May 27, 2021

27/521: Euromoney on China's Belt-and-Road Initiative

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  Euromoney recently covered update of risk analysis involving development of China-led Belt and Road initiative:  https://www.euromoneycoun...
Thursday, May 13, 2021

13/5/21: BRIC Composite PMIs April 2021: Recovery Fragile, Inflation Heating Up

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April PMIs for BRIC economies show continued strengthening in the recovery in China and Russia, moderation in the recovery momentum in India...
Monday, May 10, 2021

10/5/21: Ireland PMIs for April: Rapid Growth and Inflation Signals

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Ireland's PMIs have accelerated across all two key sectors of Services and Manufacturing in April, while Construction Sector continued t...

10/5/21: COVID19: Nordics v Sweden

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Updating data on comparatives between Sweden (the 'natural experiment' for 'Covid19 is just a flu' crowd, albeit the pandemi...