True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Thursday, January 6, 2011

06/01/2011: Exchequer Returns - Part 2

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In Part 1 ( here ) I raised couple of specific points concerning the latest official claims over Irish Exchequer returns for December. Here,...
3 comments:
Wednesday, January 5, 2011

05/01/2011: Exchequer returns - part 1

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So the Exchequer returns are out and I will blog on these in detail over the next couple of days with in-depth annual data analysis. In the ...
2 comments:

05/01/2011: PMIs and employment trends - December 2010

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This is the last post in the series of three covering PMIs. The first two covered two sectors of the economy: Manufacturing and Services . ...

05/01/2011: Services PMIs - December 2010

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Today's data from NCB Stockbrokers on Services PMIs (Manufacturing sector PMIs were covered in the earlier post here ). The trends are g...

05/01/2011: Manufacturing PMIs - December 2010

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Manufacturing PMIs were released earlier this week by NCB Stockbrokers (a truly useful service for all concerned with the Irish economy - se...

05/01/2011: Eurozone growth - January

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For the first post of 2011. So a slightly belated wish to all of the readers: May 2011 be (in no particular order of importance): A prospero...
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Friday, December 24, 2010

Economics 24/12/10: Retail Sales for November

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Retail sales stats were out this week, prompting the usual 'upbeat' comments from the official analysts. Here's an example from ...
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Economics 24/12/10: Forecasting 2010 Trade performance

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As a follow up for the previous post, here are my forecasts for levels of Exports, Imports and Trade Balance as well as Terms of Trade for I...
1 comment:

Economics 24/12/10: Ireland's Trade Balance

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With a slight delay, here is a deeper look into Ireland's trade performance through October. First - exports and imports in levels: Noti...
1 comment:
Tuesday, December 21, 2010

Economics 21/12/10: BofI & Irish derivatives warning from the IMF

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How wonderful is the world of international banks linkages? And especially, how wonderful it can get when regulators are so soundly asleep a...

Economics 21/12/10: Derivatives hole?

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Updated (end of post) The following post is attempting to put some numbers behind a highly uncertain, opaque and completely under-reported s...
4 comments:
Friday, December 17, 2010

Economics 17/12/10: Q3 2010 National Accounts - part 2

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This is the second post on the QNA data for Q3 2010. Let's take a look at three more dynamic sectoral components of GNP. Services and in...
3 comments:
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