Showing posts with label Europe. Show all posts
Showing posts with label Europe. Show all posts
Monday, April 5, 2021

5/4/21: The Entrepreneurship Boom: Forced, Voluntary and Funded

›
  My recent article for The Currency  covering the ongoing global developments in entrepreneurship:  The US is experiencing an entrepreneurs...
Sunday, February 7, 2021

6/2/21: Longer Trends in Economic Uncertainty

›
  Quite dramatic trends in terms of rising economic uncertainty over the last 21 years: And, not surprisingly, the rise of uncertainty in Eu...
Saturday, December 12, 2020

12/12/20: Hungary's risk improvement in peril

›
 My comment for Euromoney on changes in sovereign risk profile for Hungary:  https://www.euromoneycountryrisk.com/article/b1pjjpq2xr2bfy/hun...
Saturday, October 3, 2020

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

›
  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

›
  Eurocoin, CEPR & Banca d'Italia leading growth indicator for Euro Area economy is pointing to renewed weaknesses in the Eurozone e...
Monday, June 1, 2020

1/6/20: COVID19 and European Banking

›
McKinsey research note on European banks' potential losses due to COVID19 is quite on the money: With more than 1/3rd of European...
Sunday, May 10, 2020

10/5/20: COVID19 Charts Update

›
As the U.S. and many parts of Europe are moving into the 'second stage' of COVID19 measures, relaxing some of the social distancin...
Monday, May 4, 2020

4/5/20: Updated Covid19 charts

›
Post-weekend updated charts on COVID19: First off, global comparatives on incidence rates and death rates: The above chart show...
Friday, April 17, 2020

17/4/20: COVID19 Updated Charts and Outliers

›
Updating two charts for #COVID19 pandemic today: First: US vs EU chart: Second: Russia chart: Since I included no commentary on ...
Thursday, April 9, 2020

9/4/20: Ifo Eurozone Forecast Q1-Q3 2020: Covid19 Impacts

›
Germany's ifo Institute joint forecasts for Eurozone growth are out today. Bleak reading. The forecasts below assume that Covid-19 res...
Wednesday, April 8, 2020

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

›
A surprisingly 'positive' forecast for Germany from ifo Institute this morning: While GDP contraction for 2020 looks sharp a...
Tuesday, April 23, 2019

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

›
New research reported by the Deutsche Bank Research shows that, on average, there is a positive (albeit non-linear) relationship between t...
Saturday, December 16, 2017

16/12/17: Dancing towards the end of QE

›
My article on the Super Thursday: monetary policy decisions by ECB, the Fed, PBOC, Norges Bank, SNB et al for Sunday Business Post : http...
Thursday, June 8, 2017

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

›
As noted in the previous post, covering the topic of continued mis-pricing by equity markets of policy uncertainties, much of the decli...
Tuesday, September 6, 2016

6/9/16: The Pain in Spain: Growth vs Structural Deficits

›
FocusEconomics have published an interesting research note on Spanish economy.  The country has been muddling through  An ongoing po...
Sunday, September 4, 2016

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

›
With some positive (albeit very weak still) changes in the Russian macroeconomic news in recent months, it is worth looking at the evoluti...
Saturday, June 18, 2016

18/7/16: Euromoney on Brexit

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

18/6/16: Brexit, U.S. Elections & State of Discontent

›
My interview with ItalVideoNews’ Concetto La Malfa about Brexit and the US Elections: https://alternativeeconomics.co/tubeline/#/view/Pua...
Friday, June 17, 2016

17/6/16: Forget Brexit. Think EUrisis

›
Swedish research institute, Timbro, published their report covering the rise of political populism in Europe. And it makes for a sobering ...
Saturday, January 23, 2016

23/1/16: Financial Globalisation and Tradeoffs Under Common Currency

›
A paper I recently cited in a research project for the European Parliament that is worth reading: " Trilemmas and Tradeoffs: Living w...