Showing posts with label Euro area crisis. Show all posts
Showing posts with label Euro area crisis. Show all posts
Monday, June 4, 2018

4/6/18: Italy is a TBTF/TBTS Problem for ECB

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In my previous post, I talked about the Too-Big-To-Fail Euro state, #Italy - a country with massive debt baggage that is systemic in natur...

4/6/18: Italy's Problem is Europe's Problem

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My article on Italian (and Spanish and Dutsche Bank) mess in Sunday Business Post :  https://www.businesspost.ie/business/italys-problem-e...
Friday, April 28, 2017

28/4/17: Euromoney on Italian Risks

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Euromoney  article on the continued evolution of the Italian crisis:  http://www.euromoney.com/Article/3712913/Country-risk-Italy-is-the-v...
Wednesday, May 25, 2016

25/5/16: IMF's Epic Flip Flopping on Greece

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IMF published the full Transcript of a Conference Call on Greece from Wednesday, May 25, 2016 (see: http://www.imf.org/external/np/tr/2016...
Friday, March 4, 2016

4/3/16: Can Cryan halt Deutsche Bank's decline? Euromoney

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Recently, I wrote about the multiple problems faced by the Deutsche Bank (see post here http://trueeconomics.blogspot.com/2016/02/12216-de...
Friday, February 12, 2016

12/2/16: Deutsche Bank: Crystallising Europe’s TBTF Problems

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This week was quite a tumultuous one for banks, and especially Europe’s champion of the ‘best in class’ TBTF institutions, Deutsche Bank. ...
Sunday, October 4, 2015

4/10/15: Wither Capital: Why Euro Area Lacks New Investment Opportunities

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Here is an unedited version of my 3Q 2015 contribution to the Manning Financial newsletter covering the topic of  capital investment in th...
Sunday, September 20, 2015

20/9/15: Euromoney: "Cyprus almost as safe as Portugal"

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"The Cyprus risk score has steadily improved this year in Euromoney’s crowdsourcing survey, rebounding in Q2, and is seemingly on cou...
Sunday, June 7, 2015

7/6/15: Greece: How Much Pain Compared to Ireland & Italy

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Today, I took part in a panel discussion about Greek situation on NewstalkFM radio (here is the podcast link  http://www.newstalk.com/podc...
Thursday, April 2, 2015

2/4/15: Greece: Of Debt, Dreams and Realities

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This is an unedited version of my current column in the Village magazine: Ever since the October 2009 when the Greek Government finally...
Monday, March 23, 2015

23/3/15: German Exports-led Recovery and Two BRICs

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Because exports-led recovery is the only thing, besides hopium, that sustains the euro area (although there are some rumblings on the hori...

23/3/15: Credit, Domestic Demand and Investment: Euro Area in Three Charts

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Three interesting charts outlining the big themes in Euro area economy: First the 'limping leg' of the euro recovery: credit. Ch...
Tuesday, March 10, 2015

10/3/15: Euro Area Growth Indicator Improved in February

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In February, Eurocoin - a leading growth indicator from CEPR and Banca d'Italia posted a pretty decent rise to 0.23 from 0.16 in Janua...
Sunday, March 8, 2015

8/3/15: Euro area crisis timing: a problem of definition

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Here is an interesting article comparing Euro area debt crisis and Latin American debt crisis: https://www.stlouisfed.org/~/media/Publicati...
Wednesday, February 25, 2015

25/2/15: Baltic Dry Index: Another Poor Day for EUrecovery Stroy

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Two weeks ago, Baltic Dry Index was at 556. Which was bad ( http://trueeconomics.blogspot.ie/2015/02/11215-baltic-dry-index-another-low.ht...
Sunday, February 8, 2015

8/2/15: Reformed Euro Area Banks... Getting Worse Than 2007 Vintage?..

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For all the ECB and EU talk about the need to increase deposits share of banks funding and strengthening the banks balance sheets, the rea...