Showing posts with label economic recovery. Show all posts
Showing posts with label economic recovery. Show all posts
Tuesday, April 27, 2021

26/4/21: What Low Corporate Insolvencies Figures Aren't Telling Us

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  One of the key features of the Covid19 pandemic to-date has been a relatively low level of corporate insolvencies. In fact, if anything, w...
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: The Second Longest Recovery

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One chart never ceased to amaze me - the one that shows just how unimpressive the current 'second longest in modern history' recov...
Tuesday, May 15, 2018

15/518: Four macro charts that explain Trumpvolution

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The current growth cycle has been the second longest on record: Source: FactSet But it has been much shallower than the previous cyc...
Friday, August 4, 2017

3/8/17: New research: the Great Recession is still with us

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Here is the most important chart I have seen in some months now. The chart shows the 'new normal' post-2007 crisis in terms of per...
Wednesday, May 4, 2016

3/5/16: U.S. Recovery: It's Poor, Judging by Historical Comparatives

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Recent research note from Deutsche covering the U.S. economy posted an interesting chart on the U.S. growth dynamics since 1980: The no...
Thursday, March 6, 2014

6/3/2014: A 'New Normal' of Ireland's economy

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This is an unedited version of my Sunday Times article from February 23, 2014. Jobs, domestic investment, exports-led recovery and sus...
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