Showing posts with label Euro area debt. Show all posts
Showing posts with label Euro area debt. Show all posts
Monday, February 25, 2019

24/2/19: Eurozone's Corporate Yields are not quite in a crisis territory... yet...

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Euro area high yield corporate credit rates are under pressure to continue moving: But they are far from being dramatic, even though ...
Thursday, July 20, 2017

20/7/17: Euro Area's Great non-Deleveraging

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A neat data summary for the European 'real economic debt' dynamics since 2006: In the nutshell, the Euro area recovery: Gov...
Friday, July 1, 2016

1/7/16: Sunday Night Bailout: Italy

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As I have noted on Twitter and in comments to journalists, Brexit has catalysed investors' attention on weaker banking systems. As opp...
Wednesday, May 4, 2016

4/5/16: Canaries of Growth are Off to Disneyland of Debt

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Kids and kiddies, the train has arrived. Next stop: that Disneyland of Financialized Growth Model where debt is free and debt is never too...
Sunday, May 17, 2015

17/5/15: Public Debt, Private Debt… Someone Thinks There Might Be Consequences

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Remember last year vigorous debate about whether debt (in particular real economic debt - as I call it, or non-financial debt - as officia...
Saturday, February 7, 2015

7/2/15: Euro Area's Debt Addiction

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Europe's debt addiction in one chart: the following chart plots total domestic and cross-border credit to non-banks, at constant end-Q...
Saturday, January 10, 2015

10/1/2015: Where did Europe's EUR3 trillion worth of debt go?

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You know the Krugmanite meme… Euro area is doing everything wrong by not running larger deficits. But here is an uncomfortable reality: si...
1 comment:
Saturday, November 1, 2014

1/11/2014: Few Signs of Fiscal Reforms in Europe

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My article on Euro area Government debt levels - the lack of any moderation in thereof - is out:  http://www.compasscayman.com/cfr/2014/10...
Tuesday, October 21, 2014

21/10/2014: Of Statistics: Ireland and ESA2010

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Eurostat released a handy note showing revisions to euro area debt and deficit figures that arose as the result of conversion to ESA2010 m...
1 comment:
Saturday, August 23, 2014

23/8/2014: Real Cost of Capital: Euro 'Periphery' Dilemma

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Staying on the topic of debt (see earlier post: http://trueeconomics.blogspot.ie/2014/08/2382014-that-pesky-problem-of-real-debt.html ) he...

23/8/2014: That Pesky Problem of Real Debt...

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Again, revisiting IMF's Article 4 consultation paper for Euro Area, published in July 2014, here is a summary of the Euro area 'pe...
Tuesday, January 28, 2014

28/1/2014: Decline in Debt and Regaining of Trust?

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The following out this morning: So is Herr Schaeuble correct? Did reductions of debt help 'regain trust during the crisis'? W...
Tuesday, March 27, 2012

27/3/2012: Two Sovereign Debt Crisis charts

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Two interesting charts on the fundamental sources of risks relating to sovereign crises of the 2009-present. No comment needed, really... ...
2 comments:
Sunday, January 1, 2012

1/1/2012: That debt overhang problem: replay

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I am delighted to note that John Mauldin is also stressing the issue of total real economic debt overhang that I have been vocal about for ...
Monday, December 19, 2011

19/12/2011: Relax, Keynesianistas!

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My article for Canada's Globe & Mail in the Global Exchange section: here .
Monday, December 12, 2011

12/12/2011: Are debt repayments to be blamed for growth collapse?

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Some of the paper have clearly reached a bizarre level of Keynesian paranoia. Behold one example - The Guardian today (link here ) screamin...
Thursday, November 24, 2011

24/11/2011: Insolvent Europe

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The following link is to my article on EU-wide debt crisis for presseurope.eu (and no - not just that Government debt crisis  we've hea...
1 comment:
Monday, October 31, 2011

31/10/2011: Europe's latest blunder

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This is an unedited version of my article in October 30, 2011 edition of Sunday Times. This week was a fruitful and productive one for ...