Showing posts with label Recovery. Show all posts
Showing posts with label Recovery. Show all posts
Tuesday, June 8, 2021

8/6/21: U.S. Investor Confidence under Biden

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 My recent comment on the Biden Administration early successes for the Euromoney:  https://www.euromoneycountryrisk.com/article/b1rqlvl15wr2...
Monday, October 26, 2020

26/10/20: ifo Institute: German Economic Conditions Deteriorated in October

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ifo Institute's latest Business Climate survey data for Germany is pointing to continued weakness in the recovery momentum: Notably, all...
Tuesday, August 25, 2020

25/8/20: Germany's Economic Recovery: ifo Survey

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ifo Institute's latest economic barometer for Germany is showing continued signs of recovery in the German economy, with remaining press...
Tuesday, August 11, 2020

11/8/20: McKinsey on Changes in Economic Outlook

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  McKinsey have a neat summary of changes in economic outlook across major global regions: A more granular perspective is from consensus for...
Wednesday, May 6, 2020

6/5/20: The Glut of Oil: Strategic Reserves

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The Giant Glut of Oil continues (see my analysis of oil markets fundamentals here:  https://trueeconomics.blogspot.com/2020/04/23420-what-...
Tuesday, May 5, 2020

5/5/20: A V-Shaped Recovery? Ireland post-Covid

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My article for The Currency  on the post-Covid19 recovery and labour markets lessons from the pst recessions:  https://www.thecurrency.new...
Thursday, April 23, 2020

23/4/20: What Oil Price Dynamics Signal About Future Growth

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My column at The Currency  this week covers the fundamentals of oil prices and what these tell us about the markets expectations for econo...
Tuesday, April 14, 2020

14/4/20: Re-Opening America: A Long Road Ahead

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In our Financial Systems class, yesterday, we were discussing the potential trajectories for 'exit' from COVID19 restriction and e...
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...