Showing posts with label Global financial crisis. Show all posts
Showing posts with label Global financial crisis. Show all posts
Monday, April 15, 2019

15/4/19: One order of "Bull & Sh*t" for the U.S. Labor Market, please

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The 'strongest economy, ever'... Despite a decade-long experiment with record-low interest rates, despite trillions of dollar...
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, October 19, 2018

19/10/18: There's a Bubble for Everything

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Pimco's monthly update for October 2018 published earlier this week contains a handy table, showing the markets changes in key asset c...
Friday, September 28, 2018

28/9/18: 10th Anniversary of the Irish Banking Crisis

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Yahoo Finance's Edmund Heaphy on 10th Anniversary of the Irish Bank Guarantee:  https://uk.finance.yahoo.com/news/destructive-goal-dec...
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, July 31, 2018

31/7/18: 65 years of profligacy and few more yet to come: U.S. Government Deficits

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The history and the future of the U.S. Federal Government deficits in one chart: Which shows, amongst other things, that The post-...
Sunday, July 15, 2018

14/7/18: Elephants. China Shop, Enters a Mouse: Global Debt Bubble

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Bank for International Settlements Annual Report for 2018 has a very interesting set of charts covering the growing global debt bubble, on...

14/7/18: The Second Longest Recovery

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One chart never ceased to amaze me - the one that shows just how unimpressive the current 'second longest in modern history' recov...
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...
Sunday, November 19, 2017

19/11/17: The Next Global Financial Crisis

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My column for Cayman Financial Review on how the stage has been now set for the next Global Financial Crisis is available at  http://www.c...
Wednesday, August 9, 2017

9/8/17: Euro Area Banks Bailouts: The Legacy Still Hangs Over Our Heads

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The Financial Times has published a very neat visualisation of the global banks bailouts net impact to-date:  Source:  https://www.ft.c...
Monday, April 10, 2017

9/4/17: Nama's Missed Opportunities

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My Sunday Business Post article on Nama and the 'value-destruction' :  https://www.businesspost.ie/opinion/nama-missed-opportunity...
Wednesday, February 22, 2017

21/2/17: The Future of Finance

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Last week I was speaking at a forum on Open Societies in Panama City. My speech covered the key threats and transformational changes in ...
Monday, February 20, 2017

20/2/17: The Effect of GFC on Italian Non-Performing Loans Overhang

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In yesterday’s post I covered some interesting current numbers relating to NPLs in the European banking sector. And sitting, subsequently,...
Wednesday, October 7, 2015

7/10/15: Bubbles Troubles and IMF Spectacles

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As was noted in the previous post (link here), IMF is quite rightly concerned with the extent of the global financial bubbles that have em...

7/10/15: On the Illusion of Financial Stability

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IMF’s Global Financial Stability Report for October 2015 is out, titled, predictably “Vulnerabilities, Legacies, and Policy Challenges: Ri...