Showing posts with label EU. Show all posts
Showing posts with label EU. Show all posts
Sunday, July 19, 2020

18/7/20: Europe, the Land of the Unliving Leadership

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If the U.S. of A. is the land of the brain-dead leadership, Europe (the EU) is the land of the unliving ones. The difference is the ratio ...
Friday, April 17, 2020

17/4/20: COVID19 Updated Charts and Outliers

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Updating two charts for #COVID19 pandemic today: First: US vs EU chart: Second: Russia chart: Since I included no commentary on ...
Wednesday, April 8, 2020

8/4/20: Ifo Institute Germany Forecast for 2020

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A surprisingly 'positive' forecast for Germany from ifo Institute this morning: While GDP contraction for 2020 looks sharp a...
Wednesday, January 15, 2020

15/1/20: What Trade Deal Phase 1/N Says About the Four Horsemen of Apocalypse

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Phase 1 of N of the "Greatest Trade Deal" that is "easiest to achieve' by the 'stablest Genius' is hitting the ...
Tuesday, April 23, 2019

23/4/19: Income per Capita and Middle Class

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New research reported by the Deutsche Bank Research shows that, on average, there is a positive (albeit non-linear) relationship between t...
Friday, July 13, 2018

12/7/18: Romania's Uneven convergence Path: 2007-2018

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A new World Bank report, led by Donato De Rosa, covers Romania's reforms and economic development experience. Worth a read! | "F...
Thursday, June 8, 2017

7/6/17: European Policy Uncertainty: Still Above Pre-Crisis Averages

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As noted in the previous post, covering the topic of continued mis-pricing by equity markets of policy uncertainties, much of the decli...
Monday, February 20, 2017

20/2/17: CESIfo on Potential Gains from EU-EEC Trade Agreement

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An interesting study from German's CESIfo on the potential impact of a Free Trade Agreement between the EU and the Eurasian Economic C...
Sunday, September 4, 2016

4/9/16: Some Points on Russian & European Policy Uncertainty Trends

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With some positive (albeit very weak still) changes in the Russian macroeconomic news in recent months, it is worth looking at the evoluti...
Thursday, July 21, 2016

21/7/16: Article 50: Facts

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There is a lot of poorly informed nonsense being pushed around the media (especially 'new media') about Article 50 process relatin...
Saturday, June 18, 2016

18/7/16: Euromoney on Brexit

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My comment for Euromoney on the topic of Brexit impact on UK sovereign credit risks: http://www.euromoney.com/Article/3563119/Country-risk...
Friday, June 17, 2016

17/6/16: Forget Brexit. Think EUrisis

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Swedish research institute, Timbro, published their report covering the rise of political populism in Europe. And it makes for a sobering ...
Saturday, July 11, 2015

11/7/15: Harder Default for Greece, Less Democracy for All

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My article on the Greek crisis for Irish Independent: impossible mathematics of debt and the political trilemma of sacrificed democracies:...
Sunday, May 17, 2015

17/5/15: Two Asias and the U.S. European Incentives

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If you want to see the context to the ongoing geopolitical re-distribution of power that is threatening the world order, do not look at th...
Friday, February 20, 2015

18/2/15: IMF Package for Ukraine: Some Pesky Macros

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Ukraine package of funding from the IMF and other lenders remains still largely unspecified, but it is worth recapping what we do know and...
Monday, February 9, 2015

9/2/15: Sanctions: "poisoning the public water supply in the hope of killing some enemies"

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An excellent article on the effectiveness of economic sanctions as a tool in geopolitical conflicts: http://www.capx.co/sanctions-against-...
Monday, July 28, 2014

28/7/2014: Double Down or Stay Course in Ukraine: the Only Rational Alternatives for Moscow?

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The latest reports from the U.S. strongly suggest that Russia is perceived as an un-yielding adversary in Ukraine and that Moscow is about...
Sunday, June 29, 2014

29/6/2014: Mid-Summer CDS Dreams: Ukraine v Russia

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One of these countries has a brand new Association Agreement with the EU... and a fresh probability of sovereign default of 41%... another...
Saturday, June 28, 2014

28/6/2014: Ukraine's Costly European Dream: BloombergView

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In light of the celebrations in Ukraine and Brussels over the signing of the EU-Ukraine Association Agreement, here is an excellent op-ed ...
Monday, June 2, 2014

2/6/2014: Europe in the 'Happi-Ending' Data Parlour

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The EU has discovered, at last, a new source of economic growth. Just about enough to deliver that magic 1%+ expansion for 2014 that the e...