Showing posts with label #economics. Show all posts
Showing posts with label #economics. Show all posts
Sunday, June 6, 2021

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....
Monday, February 1, 2021

1/2/21: The Unbearable Lightness of Winning?

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My recent article for The Currency  on some tight corners to be navigated by the Biden-Harris Administration as the Democrats grapple with c...
Wednesday, January 6, 2021

6/1/21: BRIC: Composite Economic Indicators: 4Q 2020

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Manufacturing PMIs for BRIC economies for 4Q 2020 are discussed here:  https://trueeconomics.blogspot.com/2021/01/4121-bric-manufacturing-pm...

6/1/21: BRIC: Services PMIs: 4Q 2020

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  BRIC's manufacturing PMIs for 4Q 2020 were covered here:  https://trueeconomics.blogspot.com/2021/01/4121-bric-manufacturing-pmis-4q-2...

5/1/21: Ireland PMIs: 4Q 2020

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Ireland's economic activity improved significantly in December, and the improvements were marked across all three sectors: Ireland's...
Thursday, December 3, 2020

3/12/20: Ireland PMIs: November

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  Ireland PMIs are out for November and they show the impact of the re-amplification of COVID19 impacts on the economy. Services PMI fell fr...
Tuesday, November 17, 2020

17/11/20: U.S. households: Debt Hostages to the Washington

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Massive stimulus deployed in Q2 2020 has lifted substantially aggregate household incomes. Meanwhile, lower interest rates have boosted debt...
Saturday, November 7, 2020

7/11/20: BRIC: Composite Economic Indicators for October

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 I covered BRIC Manufacturing and Services PMIs for October in two earlier posts (see here  https://trueeconomics.blogspot.com/2020/11/51120...
Thursday, November 5, 2020

5/11/20: BRIC: Services PMIs October

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In the earlier post, I covered BRIC economies manufacturing PMIs for October: https://trueeconomics.blogspot.com/2020/11/31120-bric-manufact...
Wednesday, November 4, 2020

3/11/20: Ireland PMIs and Economic Activity Dynamics for October

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October PMI data for Ireland is showing serious strains from the pandemic and wave 2 on the economic activity:  Manufacturing PMI for Octobe...
Tuesday, October 27, 2020

27/10/20: Identity & Risk: My Keynote Talk

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My recent keynote address to the pTools Virtual Conference 2020: Identity & Risk: Financial Services in a Time of Transformation & U...
Monday, October 26, 2020

26/10/20: ifo Institute: German Economic Conditions Deteriorated in October

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ifo Institute's latest Business Climate survey data for Germany is pointing to continued weakness in the recovery momentum: Notably, all...
Wednesday, October 14, 2020

14/10/20: BRIC: Composite economic activity indicators Q3 results

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  We covered in detail strong recovery in BRIC Manufacturing PMIs ( https://trueeconomics.blogspot.com/2020/10/141020-bric-manufacturing-pmi...

14/10/20: BRIC: Services PMIs Q3 results

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  BRIC Manufacturing has rebounded strongly from thee pandemic lows, as covered in this post here:  https://trueeconomics.blogspot.com/2020/...
Friday, October 2, 2020

2/10/20: A new mortgage arrears crisis on its way

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  My latest article on Irish banking sector problems with distressed mortgages is out today in The Currency :  There’s a new mortgage arrear...
Tuesday, September 22, 2020

22/9/20: COVID19 Update: German Economic Growth Forecasts 2020-2022

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  Germany's ifo Institute published their forecasts for 2020-2022 today. These represent an improvement on Summer forecasts, but continu...
Thursday, September 10, 2020

8/92020: BRIC: Composite economic activity indicators

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 Based on Markit's Composite PMIs, here are the BRIC economies composite economic activity indicators for 3Q 2020 to-date (July-August)....

8/9/20: BRIC: Services PMIs

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Services sector activity as reflected by PMIs from the BRIC economies is now available for August, so here are the top numbers:  In terms of...
Wednesday, August 26, 2020

26/8/20: Germany's Exports Expectations: Some Bad News

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 ifo Institute's latest exports expectations for Germany are out and the data is quite interesting: Firstly, expectations moderated in A...
Tuesday, August 11, 2020

11/8/20: McKinsey on Changes in Economic Outlook

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  McKinsey have a neat summary of changes in economic outlook across major global regions: A more granular perspective is from consensus for...