Showing posts with label Econ. Show all posts
Showing posts with label Econ. Show all posts
Friday, May 7, 2021

7/5/21: Record Wealth in the Post-Covid World... for the select few

›
 Demolishing American middle class... one year at a time
Monday, October 26, 2020

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

›
ifo Institute's latest Business Climate survey data for Germany is pointing to continued weakness in the recovery momentum: Notably, all...
Monday, October 12, 2020

12/10/20: Ireland PMIs and Economic Activity Dynamics for September

›
  September data on Irish Purchasing Managers Indices is now complete (with Construction sector reporting last), and the signals coming from...
Thursday, September 17, 2020

17/9/20: Exploding errors: COVID19 and VUCA world of economic growth forecasts

›
  Just as I covered the latest changes in Eurozone growth indicators ( https://trueeconomics.blogspot.com/2020/09/17920-eurocoin-leading-gro...
Thursday, September 10, 2020

9/8/20: Ireland PMIs and Economic Activity Dynamics for August

›
Ireland's PMIs are signalling a cautious recovery in the growth dynamics across three sectors, with growth still underperforming histori...
Tuesday, August 25, 2020

25/8/20: Germany's Economic Recovery: ifo Survey

›
ifo Institute's latest economic barometer for Germany is showing continued signs of recovery in the German economy, with remaining press...
Wednesday, August 19, 2020

19/8/20: The VUCA World of World Trade

›
  WTO projections for global merchandise trade by volume: Let's take a closer look. Optimistic scenario is for a 13% y/y drop in merchan...
Tuesday, June 30, 2020

30/6/20: COVID19 Impact on SMEs and Employment

›
Some really good mapping in terms of financial exposures/risk and COVID19 vulnerabilities within the U.S. small and medium enterprises sec...
Monday, June 29, 2020

29/6/20: Eurocoin Growth Indicator June 2020

›
Using the latest Eurocoin leading growth indicator for the Euro area, we can position the current COVID19 pandemic-related recession in hi...
Wednesday, May 6, 2020

6/5/20: 1Q 2020 US GDP:

›
From Factset: "The decrease in first-quarter real GDP was largely driven by the 7.6% decline in consumer spending, which subtracted 5...
Wednesday, March 25, 2020

25/3/20: More than €3bn: The Need for Stimulus in Ireland

›
"€3bn a month or more – the cost of offsetting the Covid-19 shock" my article for @thecurrency on the size of the fiscal/monetar...
Monday, March 9, 2020

9/3/20: Beware the Endlessly Inflating Global Debt Bubble

›
My latest article for Manning Financial on the global debt overload is available here:  https://issuu.com/publicationire/docs/mf_spring_20...
Tuesday, February 18, 2020

18/2/20: Irish Statistics: Fake News and Housing Markets

›
My latest column for The Currency  covers the less-public stats behind the Irish housing markets:  https://www.thecurrency.news/articles/9...
Tuesday, January 7, 2020

7/1/20: BRIC Services PMIs 4Q 2019

›
BRIC Services PMIs have been a mixed bag in 4Q 2019, beating overall Global Services PMI, but showing similar weaknesses and renewed volat...
Sunday, August 25, 2019

25/8/19: My talk at IIBN event

›
A brief snippet of my talk earlier this year at Irish International Business Network event: https://www.youtube.com/watch?v=0wt4QI0CkQM ....
Thursday, August 22, 2019

22/8/19: Irish Economy is Now Fully Captured by the Multinationals

›
Just as in the years prior, 2018 was another year of massive dominance of the foreign-owned multinational corporations in Irish official e...
Saturday, August 10, 2019

10/8/19: Irish Debt Sustainability Miracle(s): ECB and MNCs

›
As a part of yesterday's discussion about the successes of Irish economic policies since the end of the Eurozone crisis, I posted on T...
Thursday, August 1, 2019

1/9/19: 'Losin Spectacularly': Trump Trade Wars and net exports

›
U.S. net exports of goods and services are in a tailspin and Trump Trade Wars have been anything but 'winning' for American export...
Wednesday, July 31, 2019

31/7/19: Canary in the Treasuries mine

›
Judging by U.S. Treasuries, things are getting pretty ugly in the economy: The gap between long-dated bond yields and short-dated pap...
Wednesday, July 10, 2019

10/7/19: Financialising Stagnant Growth: From Japanified Economy to Christine Lagarde

›
Monetary policy since the GFC of 2008 has been characterised by the near-zero (and even negative) policy rates, negative bank rates, negat...