Showing posts with label economy. Show all posts
Showing posts with label economy. 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...
Monday, October 26, 2020

26/10/20: ifo Institute: German Economic Conditions Deteriorated in October

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ifo Institute's latest Business Climate survey data for Germany is pointing to continued weakness in the recovery momentum: Notably, all...
Sunday, October 4, 2020

4/10/20: Technological Deepening Is Coming for Our Jobs

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  In my recent article for The Currency (link here: https://trueeconomics.blogspot.com/2020/09/my-recent-article-on-potential-long.html), I ...
Saturday, September 26, 2020

26/9/20: Workers Should Brace Themselves for the post-COVID19 New World

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  My recent article on potential long-term impacts of COVID19 pandemic on corporate development and investment strategies for The Currency :...
Tuesday, August 25, 2020

25/8/20: Germany's Economic Recovery: ifo Survey

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ifo Institute's latest economic barometer for Germany is showing continued signs of recovery in the German economy, with remaining press...
Wednesday, August 19, 2020

19/8/20: The VUCA World of World Trade

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  WTO projections for global merchandise trade by volume: Let's take a closer look. Optimistic scenario is for a 13% y/y drop in merchan...
Friday, August 14, 2020

13/8/20: Federal Deficit Keeps Climbing in July

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  Federal fiscal position for July has been published ( https://www.fiscal.treasury.gov/files/reports-statements/mts/mts0720.pdf ) and the n...
Saturday, June 27, 2020

26/6/20: Longer-Term Impact of COVID19 on Growth

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IMF published updated forecasts this week, and here the summary: IMF has stopped doing 5 year forecasts this April, due to uncerta...
Tuesday, May 26, 2020

26/5/20: COVID19 Impact on Travel and Consumer Demand

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Some dire numbers from Factset on changes in consumer preferences / sentiment through March-April 2020: "According to...
Friday, May 22, 2020

21/5/20: How Pitchforks See the Greatest Economy in the World

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Folks with pitchforks don't care for nuance of financial wizardry. Or for econophysics of data-rich markets. They like simple, somewha...
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 9, 2020

9/4/20: Ifo Eurozone Forecast Q1-Q3 2020: Covid19 Impacts

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Germany's ifo Institute joint forecasts for Eurozone growth are out today. Bleak reading. The forecasts below assume that Covid-19 res...
Wednesday, March 25, 2020

25/3/20: More than €3bn: The Need for Stimulus in Ireland

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"€3bn a month or more – the cost of offsetting the Covid-19 shock" my article for @thecurrency on the size of the fiscal/monetar...
Friday, February 14, 2020

14/2/20: Pandemics, Panics and the Markets

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In my recent article for The Currency  I wrote about the expected market effects of the 2019-nCov coronavirus outbreak:  https://www.thecu...
Monday, September 9, 2019

9/9/19: Ireland and OECD: Income Tax Rates Comparatives

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Based on the OECD data for 2018, Ireland is the second worst OECD country to earn income from work at the upper margin of earnings (167% o...
Wednesday, July 3, 2019

2/7/19: Inverted Yield Curve

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Inverting U.S. yield curve is one of the best early indicators of recessions. Or at least it used to be... before all the monetary policy ...
Monday, June 3, 2019

3/6/19: Three Periods in labor Force Participation Rate Evolution and Secular Stagnations

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The state of the global labor markets is reflected not only in the record lows in official unemployment statistics, but also in the low la...
Saturday, August 18, 2018

18/8/18: Monopolization trends in Advanced Economies: my column for CFR

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My column for the Cayman Financial Review  on the topic of structural monopolization of the global economy and the declining competitivene...
Sunday, April 8, 2018

8/4/18: Talent vs Luck: Differentiating Success from Failure

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In their paper, "Talent vs Luck: the role of randomness in success and failure", A. Pluchino. A. E. Biondo, A. Rapisarda (25 Feb...
Friday, August 4, 2017

3/8/17: BRIC Composite PMIs: July

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Having covered BRIC Manufacturing PMIs in the previous post ( http://trueeconomics.blogspot.com/2017/08/3817-bric-manufacturing-pmis-july....