Showing posts with label deleveraging. Show all posts
Showing posts with label deleveraging. Show all posts
Sunday, December 3, 2017

3/12/17: Russian and BRICS debt dynamics since 2012

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Back in 2014, Russia entered a period of recessionary economic dynamics, coupled with the diminishing access to foreign debt markets. Ever...
Thursday, July 20, 2017

20/7/17: Euro Area's Great non-Deleveraging

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A neat data summary for the European 'real economic debt' dynamics since 2006: In the nutshell, the Euro area recovery: Gov...
Thursday, February 11, 2016

10/2/16: Slon.ru: "Чем хуже, тем лучше"

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My latest column “ Чем хуже, тем лучше. Откуда у российской экономики все больше сил “ for Slon.ru is out at https://slon.ru/posts/63670 ...
Wednesday, February 4, 2015

4/2/15: Debt Overhang and Sluggish Growth

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Debt overhang and its impact on growth has been a rather controversial topic over the recent years. One of the key contributors to the deb...
Wednesday, January 14, 2015

14/1/2015: European Banks: Permanently in the International Isolation Ward

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My blog post on the declining fortunes of European banking for Learn Signal blog is available here:  http://blog.learnsignal.com/?p=143
Friday, January 2, 2015

2/1/2015: Credit and Growth after Financial Crises

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Generally, we think of private sector deleveraging as being associated with lower investment by households and enterprises, lower consumpt...
Monday, November 17, 2014

17/11/2014: All the years draining into banking cesspool...

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So the tale of European banks deleveraging... record provisions, zero supply of credit for years, scores of devastated borrowers (corporat...
Wednesday, June 18, 2014

18/6/2014: IMF analysis of Irish households' balance sheet

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In previous two posts ( here and here ) I looked at the IMF's assessment of Irish banks. Now, lets take a quick look at the state of ...

18/6/2014: ECB Assessment of Irish Banks: IMF view

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In the previous post, I looked at the IMF report on Irish banks from the point of view of ongoing developments and balance sheet repairs (...

18/6/2014: IMF on Irish Banks: Still Sick to the Core, but of course, getting better...

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IMF released Staff Report on the First Post-Program Monitoring Discussion for Ireland . Some of the highlights over few posts. First up:...
Friday, May 9, 2014

9/5/2014: Irish Credit Conditions Worsened in Q1 2014

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Latest data on interest rates (covered here: http://trueeconomics.blogspot.ie/2014/05/952014-cost-of-credit-in-ireland-kept.html ) and cre...
Thursday, October 10, 2013

10/10/2013: IMF's GFSR October 2013: More Focus on Banks

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Now, back to GFSR and banks. I covered some of the IMF findings on banks here: http://trueeconomics.blogspot.ie/2013/10/10102013-imfs-gfsr...

10/10/2013: IMF's GFSR October 2013: Focus on Banks

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As promised in the earlier post, focusing on Corporate Debt Overhang ( http://trueeconomics.blogspot.ie/2013/10/10102013-imfs-gfsr-october-...
Sunday, September 15, 2013

15/9/2013: BIS Quarterly: a tale of two banking systems

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Two hugely revealing charts from the BIS Quarterly Review, September 2013 ( http://www.bis.org/publ/qtrpdf/r_qt1309e.pdf ) show exactly the...
Thursday, August 22, 2013

22/8/2013: Burry the Debt... Forever!

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Pierre Pâris, Charles Wyplosz, 6 August 2013 column for Vox.eu, titled " To end the Eurozone crisis, bury the debt forever " is a...
4 comments:

22/8/2013: Why This Time Things Might Be Different...

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The readers of this blog know that I am seriously concerned with the issues of private (household) debt sustainability in the Euro area, as...
Monday, June 25, 2012

25/6/2012: Thinking outloud: Euro Area Banks Levy

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Latest reports suggest the EU leaders are pushing for a 'banking levy' to finance common deposit insurance scheme, a banks resoluti...
Friday, June 22, 2012

22/6/2012: Deleveraging of Households US v UK, Spain

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An interesting chart from McKinsey today updating deleveraging process for household debt in the US, Spain, and the UK: Nothing new h...