Showing posts with label Economic growth. Show all posts
Showing posts with label Economic growth. Show all posts
Friday, November 13, 2020

13/11/20: The economy has two chronic illnesses (and neither are Covid)

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My column for The Currency  this week covers two key long-term themes in the global economy that pre-date the pandemic and will remain in pl...
Saturday, October 3, 2020

3/10/20: Eurocoin Leading Growth Indicator 3Q 2020

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  Eurocoin, a leading growth indicator for the euro area published by CEPR and Banca d'Italia posted another negative (recessionary) rea...
Thursday, September 17, 2020

17/9/20: Eurocoin Leading Growth Indicator 3Q 2020

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  Eurocoin, CEPR & Banca d'Italia leading growth indicator for Euro Area economy is pointing to renewed weaknesses in the Eurozone e...
Wednesday, August 12, 2020

12/8/20: Post-Covid Economy: The Winds of Change

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  Yesterday, I gave a talk about the state of the global, European and Irish economies at the Omnipro event in Dublin. Here are my slides f...
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...
Wednesday, May 6, 2020

6/5/20: The Glut of Oil: Strategic Reserves

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The Giant Glut of Oil continues (see my analysis of oil markets fundamentals here:  https://trueeconomics.blogspot.com/2020/04/23420-what-...
Thursday, April 23, 2020

23/4/20: What Oil Price Dynamics Signal About Future Growth

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My column at The Currency  this week covers the fundamentals of oil prices and what these tell us about the markets expectations for econo...
Monday, March 23, 2020

23/3/20: Private Consumption Gets the Virus. Heads to an ICU...

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Via @bkollmeyer, Deutsche Bank's Research chart on discretionary spending across the global economy: I have no access to the prim...
Monday, March 9, 2020

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

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My latest article for Manning Financial on the global debt overload is available here:  https://issuu.com/publicationire/docs/mf_spring_20...
Tuesday, January 21, 2020

21/1/20: US Deficits, Growth and Money Markets Woes

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My article for The Currency  on the effects of the U.S. fiscal profligacy on global debt and money markets is out:  https://www.thecurrenc...
Wednesday, July 10, 2019

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

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Monetary policy since the GFC of 2008 has been characterised by the near-zero (and even negative) policy rates, negative bank rates, negat...
Friday, June 21, 2019

20/6/19: The 'Mental' Bits of Economic Fundamentals

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My article on the statistical mishaps in the U.S. and Irish economic data for the Manning Financial:  https://cfc.ie/2019/06/11/economic-o...
Tuesday, May 14, 2019

14/5/19: Monetary Policy at the edge of QE

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My new column for the Cayman Financial Review  on the current twists in global Monetary Policies is now available on line:  https://www.ca...
Friday, February 15, 2019

15/2/19: Euro area is sliding toward recession

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Based on the latest data through January 2019, Eurozone’s economic problems are getting worse. In 4Q 2018, Euro area posted real GDP growt...