Showing posts with label US. Show all posts
Showing posts with label US. Show all posts
Sunday, February 7, 2021

6/2/21: Longer Trends in Economic Uncertainty

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  Quite dramatic trends in terms of rising economic uncertainty over the last 21 years: And, not surprisingly, the rise of uncertainty in Eu...
Friday, April 17, 2020

17/4/20: COVID19 Updated Charts and Outliers

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Updating two charts for #COVID19 pandemic today: First: US vs EU chart: Second: Russia chart: Since I included no commentary on ...
Thursday, April 2, 2020

2/4/20: COVID19 in three charts

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#COVID2019 economy in three pics: U.S. unemployment claims, week 2 of filings: Irish unemployment claims, first month of filings: ...
Monday, March 23, 2020

22/3/20: COVID2019 in Numbers

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Updating numbers for Corona Virus infections and related deaths: Next up, comparing Italy and U.S. numbers in terms of their dynamics ...
Wednesday, January 15, 2020

15/1/20: What Trade Deal Phase 1/N Says About the Four Horsemen of Apocalypse

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Phase 1 of N of the "Greatest Trade Deal" that is "easiest to achieve' by the 'stablest Genius' is hitting the ...
Sunday, September 1, 2019

1/9/19: U.S. Non-Financial Corporate Sector: Stagnation in Net Value Added

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Value added by the U.S. non-financial corporates has been languishing well below the cyclical peak for some months now: In fact, since...
Saturday, August 24, 2019

23/8/19: Counting Trillions: The Unrelenting March of Debt

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The never-ending march of leverage: Between 2001 and 2008, Big 4 Non-Financial Sector Debt rose USD 30.04 trillion or 96.5 percent fr...
Tuesday, August 6, 2019

6/8/19: El Paso and Dayton mark 2019 as the worst year for mass shooting violence in America on record

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In the wake of the extremely sad events of the last two weeks, it took me some time to run through the data from the https://www.gunviolen...
Thursday, August 1, 2019

1/9/19: 'Losin Spectacularly': Trump Trade Wars and net exports

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U.S. net exports of goods and services are in a tailspin and Trump Trade Wars have been anything but 'winning' for American export...
Saturday, July 13, 2019

13/7/19: BRICS and G7

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As a side note: the BRICS now have a bigger share of the world economy than the Euro area and the U.S. combined: In 2019, BRICS combin...
Monday, July 30, 2018

30/7/18: Corruption Perceptions: Tax Havens vs U.S. and Ireland

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Transparency International recently released its annual Corruption Perceptions Index, a measure of the degree of public concerns...
Saturday, December 16, 2017

16/12/17: Dancing towards the end of QE

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My article on the Super Thursday: monetary policy decisions by ECB, the Fed, PBOC, Norges Bank, SNB et al for Sunday Business Post : http...
Tuesday, January 17, 2017

17/1/17: Russian Economic Policy Uncertainty 2016

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In the previous post ( link here ), I covered 2016 full year spike in economic policy uncertainty in Europe on foot of amplification of sy...
Friday, February 20, 2015

18/2/15: IMF Package for Ukraine: Some Pesky Macros

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Ukraine package of funding from the IMF and other lenders remains still largely unspecified, but it is worth recapping what we do know and...
Monday, January 12, 2015

12/1/2015: Euro Area vs US Banks and Monetary Policy: The Weakest Link

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Cukierman, Alex, " Euro-Area and US Banks Behavior, and ECB-Fed Monetary Policies During the Global Financial Crisis: A Comparison &q...
Sunday, September 7, 2014

7/9/2014: What do PMIs Signal on Global Growth?..

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Here's an interesting point raised recently by @phil_waechter: the global growth that is supposed to accelerate in H2 2014 is really n...
Monday, July 28, 2014

28/7/2014: Double Down or Stay Course in Ukraine: the Only Rational Alternatives for Moscow?

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The latest reports from the U.S. strongly suggest that Russia is perceived as an un-yielding adversary in Ukraine and that Moscow is about...
Thursday, July 17, 2014

17/7/2014: More Russia Sanctions, Same Pains, Same Strategies

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Another set of sanctions and another tumble in Russian shares. This time around, sanctions have impacted major Russian companies with sign...
1 comment:
Wednesday, July 16, 2014

17/7/2014: Geopolitics of Russian Gas & Oil: BRICS, US, EU and more

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Let's put together three areas on the geopolitical and economic map: - Ukraine - Latin America - Central Asia What do we have? ...
2 comments:
Tuesday, July 15, 2014

15/7/2014: Covenant-lite Debt Mountain & the Great Unwinding...

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Recently, I wrote about IMF findings that the corporate and household debt mountains in the euro area remain unaddressed. Here is the Wo...