Showing posts with label GFC. Show all posts
Showing posts with label GFC. Show all posts
Sunday, June 30, 2019

29/6/19: Why Moody’s is wrong to keep Cyprus on junk status

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Euromoney on Cypriot economy: "Why Moody’s is wrong to keep Cyprus on junk status"  https://www.euromoney.com/article/b1g125jl1w...
Thursday, April 4, 2019

4/4/2019: Debt Relief for Households: It Turns Out to be a Great Idea, Folks

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The question of debt relief for households during the periods of financial crises has been a pressing one in the aftermath of the 2008 Glo...
Friday, November 30, 2018

30/11/18: Turning Europe into Greece

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My latest column for the Cayman Financial Review is out, discussing how the lessons from the Global Financial Crisis, not learned by Euro...
Saturday, November 17, 2018

17/11/18: Nine in Ten in the Red: Asset Markets YTD Returns Signal Risk Repricing

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According to a recent research note from the Deutsche Bank, 89% of global macro assets are posting losses on year-to-date basis. This is t...
Friday, November 16, 2018

16/11/18: The Horsemen of the Financial Markets Apocalypse

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My column for the Manning Financial   is now available here:  http://issuu.com/publicationire/docs/manning_financial_november_2018?e=16572...
Friday, August 24, 2018

24/8/18: The Fed Bites the Bullet on Secular Stagnation

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And just like... Federal Reserve Chair confirms the Twin Secular Stagnation Hypotheses in one paragraph of his speech: Per Powell, &q...
Tuesday, May 15, 2018

15/518: Four macro charts that explain Trumpvolution

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The current growth cycle has been the second longest on record: Source: FactSet But it has been much shallower than the previous cyc...
Friday, November 24, 2017

24/11/17: Learning from the GFC: Lessons for Investors

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My article, summing up the key lessons from the Global Financial Crisis that investors should review before the next crisis hits is now av...
Friday, December 16, 2016

16/12/16: The Root of the 2007-2010 Crises is Back, with a Vengeance

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There are several fundamental problem in the global economy, legacies of the past 20 years - from the mid 1990s on - that continue to driv...
Saturday, January 3, 2015

3/1/2015: Trade Protectionism Since the Global Financial Crisis

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A year ago, ECB paper by Georgiadis, Georgios and Gräb, Johannes, titled " Growth, Real Exchange Rates and Trade Protectionism Since ...