Showing posts with label U.S. economy. Show all posts
Showing posts with label U.S. economy. Show all posts
Friday, June 21, 2019

20/6/19: The 'Mental' Bits of Economic Fundamentals

›
My article on the statistical mishaps in the U.S. and Irish economic data for the Manning Financial:  https://cfc.ie/2019/06/11/economic-o...
Thursday, January 17, 2019

17/1/19: Gonzo: Deplatforming the Mensheviks

›
My contribution to Max Keiser and Stacy Herbert’s new documentary series ‘Gonzo’ https://www.youtube.com/watch?v=lyTWT7jpCyg starting at ...

17/1/19: 2019 Outlook

›
My post on economic outlook for 2019 is now available from the Focus Economics : https://www.focus-economics.com/blog/constantin-gurdgiev-...
Wednesday, August 1, 2018

1/8/18: Household Debt and the Cycle

›
So far, lack of huge uplift in household debt in the U.S. has been one positive in the current business cycle. Until, that is, one looks a...
Thursday, May 17, 2018

17/5/18: U.S. Labour Markets and the Trump Administration Record

›
The Global Macro Monitor have published an exhaustive study of the U.S. labour market trends over the first 15-16 months of the President...
Friday, April 27, 2018

27/4/18: The Goldilocks Economy of State Policies

›
My column for the current issue of the Cayman Financial Review  is out:  http://www.caymanfinancialreview.com/2018/04/19/the-goldilocks-ec...
Thursday, March 22, 2018

22/3/18: The Fed is boldly going where it was going before

›
My article on yesterday's Fed meeting is now up on Business Post  page:  https://www.businesspost.ie/opinion/fed-boldly-going-going-41...
Thursday, September 14, 2017

14/9/17: MarketWatch Op-Ed: U.S. Economy

›
My op-ed on the state of the U.S. Household Incomes is available on MarketWatch:  http://www.marketwatch.com/story/the-myths-of-recovery-w...
Tuesday, September 12, 2017

12/9/17: U.S. Median Household Income: The Myths of Recovery

›
The U.S. Census Bureau published some data on household incomes today. Off the top, the figures are encouraging: The excitement of som...
Wednesday, August 16, 2017

16/8/17: Year Eight of the Great American Recovery: Household Debt

›
U.S. data for household debt for 2Q 2017 is out at last, and the likes of Reuters and there best of the official business media are shou...
Wednesday, June 14, 2017

14/6/17: Unwinding the Mess: Fed's Road Map to QunE

›
As promised in the previous post, a quick update on Fed’s latest guidance regarding its plans to unwind the $4.5 trillion sized balance sh...

14/6/17: The Fed: Bravely Going Somewhere Amidst Rising Uncertainty

›
Predictably (in line with the median investors’ outlook) the Fed raised its base rate and provided more guidance on their plans to delever...
Tuesday, June 6, 2017

6/6/17: Trump, Paris, Climate: The Problem is Bigger than COP21

›
U.S. withdrawal from Paris Climate Accord has been described by various policymakers, analysts and journalists around the world as a tra...
Tuesday, January 10, 2017

10/1/17: Losing Trust and Social Capital: U.S. and Europe

›
The U.S. National Intelligence Council January 9, 2017 report on future global trends titled “Paradox of Progress” cites income inequality...
Monday, September 5, 2016

4/9/16: Earnings per Share

›
You know the meme: corporate sector is healthy world over and the only reason there is no investment anywhere in sight on foot of the wo...
Thursday, April 21, 2016

21/4/16: Economic Outlook: Advanced Economies

›
My article on economic outlook forward for the Advanced Economies is now out at the Manning Financial quarterly:  https://issuu.com/public...
Tuesday, April 12, 2016

12/4/16: IMF (RIP) Growth Update: Risks Realism, Policy Idiocy

›
IMF WORLD ECONOMIC OUTLOOK update out today (we don’t yet have full data set update). Top line forecasts published confirm what we alrea...
Thursday, February 18, 2016

18/2/16: Is the U.S. About to Slip into a Recession?

›
This is an unedited version of my article for Manning Financial. Final version is available here:  https://issuu.com/publicationire/docs/m...