Showing posts with label Spain. Show all posts
Showing posts with label Spain. Show all posts
Tuesday, February 5, 2019

5/2/19: The Myth of the Euro: Economic Convergence

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The last eight years of Euro's 20 years in existence have been a disaster for the thesis of economic convergence - the idea that the c...
Monday, June 4, 2018

4/6/18: Italy is a TBTF/TBTS Problem for ECB

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In my previous post, I talked about the Too-Big-To-Fail Euro state, #Italy - a country with massive debt baggage that is systemic in natur...

4/6/18: Italy's Problem is Europe's Problem

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My article on Italian (and Spanish and Dutsche Bank) mess in Sunday Business Post :  https://www.businesspost.ie/business/italys-problem-e...
Monday, May 21, 2018

21/5/28: Trouble is brewing in the Euro paradise

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My article for the Sunday Business Post  on the continued risk/VUCA from politics of populism to the Euro area reforms and stability:  htt...
Thursday, June 8, 2017

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

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As noted in the previous post, covering the topic of continued mis-pricing by equity markets of policy uncertainties, much of the decli...
Wednesday, April 12, 2017

12/4/17: European Economic Uncertainty Moderated in 1Q 2017

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European Policy Uncertainty Index, an indicator of economic policy risks perception based on media references, has posted a significant mo...
Tuesday, September 6, 2016

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

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FocusEconomics have published an interesting research note on Spanish economy.  The country has been muddling through  An ongoing po...
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, October 25, 2015

25/10/15: Grifols and the Ghosts of OECD

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An interesting set of contrasts: one company, one move, two reports. Last week, Irish and Spanish press reported on the Spanish Multinat...
Sunday, October 18, 2015

18/10/15: Is Ireland a Euro Periphery Outlier? Some Historical Data

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How unique is Ireland within the club of euro peripheral countries? Well, historically, rather unique. Alas, sometimes for the reasons not...
Sunday, May 17, 2015

17/5/2015: BlackRock Institute Survey: N. America & W. Europe, April

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BlackRock Investment Institute released the latest Economic Cycle Survey results for North America and Western Europe: "This month’...
Wednesday, April 1, 2015

1/4/15: H-W Sinn "Europe’s Easy-Money Endgame"

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A very interesting op-ed by Professor Hans-Werner Sinn of German Ifo Institute for Project Syndicate:  http://www.project-syndicate.org/co...
Saturday, March 7, 2015

7/3/15:Euro Area GDP per capita: the legacy of the crisis

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I have posted previously on the decline in GDP per capita during the current crises across the euro area states, the US and UK. Here is an...
Saturday, December 27, 2014

27/12/2014: Geography of the Euro Area Debt Flows

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The debate about who was rescued in the euro area 'peripheral' economies banking crisis will be raging on for years to come. One i...
Friday, December 26, 2014

26/12/2014: Advanced Economies: Public Debt Explosion 2008-2014

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Some interesting insight into the legacy of the Great Recession that we are carrying over into 2015. From the start of 2008 through 2014: ...
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Monday, December 15, 2014

15/12/2014: BlackRock Institute Survey: North America & Western Europe, December 2014

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BlackRock Investment Institute released the latest Economic Cycle Survey results for North America and Western Europe: "This month’...
Monday, October 6, 2014

6/10/2014: BlackRock Institute Survey: N. America & W. Europe, September 2014

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BlackRock Investment Institute released the latest Economic Cycle Survey results for North America and Western Europe. Here are the main p...
Wednesday, October 1, 2014

1/10/2014: That Exports-Led Recovery... in Germany

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And a Scary Chart of the Day prize goes to @IanTalley who produced this gem: That's right, Germany is now officially producing mor...
Friday, September 26, 2014

26/9/2014: Those Fabled Euro Area Structural Reforms: Greece, Spain, Portugal & Italy

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EU Commission has published some interesting research on structural reforms in Italy, Spain, Portugal and Greece (strangely, no Ireland or ...
Monday, September 22, 2014

22/9/2014: Where TLTROs dare to go?..

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Last week I wrote about the disappointing nature of the first round of TLTROs by the ECB ( http://trueeconomics.blogspot.ie/2014/09/189201...