Showing posts with label recessions. Show all posts
Showing posts with label recessions. Show all posts
Wednesday, March 18, 2020

18/3/20: Past Recessions and COVID19 Crisis

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As governments around the world are revising the expected duration of the extraordinary restrictive measures aimed at containing COVID19 p...
Wednesday, July 3, 2019

3/7/19: Record Recovery: Duration and Perceptions

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While last month the ongoing 'recovery' has clocked the longest duration of all recoveries in the U.S. history (see chart 1 below)...
Thursday, February 4, 2016

4/2/16: Smal v Large Cap Stocks: Recession Cycle Performance

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Credit Suisse did an interesting exercise recently in a note to clients. They took U.S. equities indices for large cap (S&P500) and sm...
Friday, July 4, 2014

4/7/2014: Q1 2014: GDP & GNP dynamics

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In the previous posts I covered the revisions to our GDP and GNP introduced by the CSO and sectoral decomposition of GDP . The former set...
Wednesday, January 16, 2013

16/1/2013: Some charts on US unemployment: Financial Crises v Recessions

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Two absolutely fascinating charts showing just how different is the current Great Recession from the previous recessions and how the finan...
Tuesday, October 30, 2012

30/10/2012: Not all austerity is equal

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August 2012 paper (link: http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2153486 ) "The Output Effect of Fiscal Consolidations by...
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Friday, January 20, 2012

20/1/2012: A Question for Keynesianistas

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Keynes remarked that: " The theory of economics does not furnish a body of settled conclusions immediately applicable to policy. It ...