True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Showing posts with label Business Cycle. Show all posts

Friday, March 1, 2019

1/3/19: U.S. PMI is not at a Crisis levels

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My take on today's ISM for Manufacturing data here: https://twitter.com/GTCost/status/1101512164584546304 , with charts: Chill-ax ...

Monday, September 12, 2016

12/9/16: Fiscal Policy in the Age of Debt

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In recent years, there has been lots and lots of debates, discussions, arguments and research papers on the perennial topic of fiscal stim...

Friday, September 2, 2016

2/9/16: Interest Rates, Financial Cycles and the Real Economy

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Claudio Borio and his team at the Bank for International Settlements have just published another interesting working paper, titled “Moneta...

Friday, June 17, 2016

17/6/16: Credit markets on the ropes?

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In their research note, titled aptly “Credit Metrics Bode 1ll”, Moody’s Analytics produced a rather strong warning to the corporate credit...

Monday, January 25, 2016

24/1/16: House Prices, Local Demand and Homeownership Status

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House prices bust was a major dimension of the recent Great Recession around the world. Nonetheless, contrary to all evidence, many politi...

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TrueEconomics: This blog represents my personal views and is not reflective of the views or opinions held by any company, contractor, client or employer I work for currently or have worked for in the past. These views are not an endorsement to take any action in the markets or of any political position, figures or parties.

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