Monday, August 20, 2012

20/8/2012: ECB yield cap - more questions than answers?

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So ECB is discussing putting an upper bound on euro area yields. One question: what 'bounds'? Here's a chart (courtesy of ht...

20/8/2012: China's 'This Time It's Different' turn?

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Two charts and a table that are really self-explanatory. All via http://macromon.wordpress.com/: This time, it's clearly ve...
Sunday, August 19, 2012

19/8/2012: Gaffe of the week?

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An interesting revelation comes the courtesy of one of our Senators:  " It's very hard work. You have two-and-a-half to three w...
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Saturday, August 18, 2012

18/8/2012: Irish Services Activity June 2012 & Q2 2012

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Some interesting stats for Q2 2012 and June on Services sector activity in Ireland from CSO. Headline stuff: The seasonally...

18/8/2012: Tax Progressivity in Sweden 1968-2009

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Very interesting research on tax progressivity using Swedish data: Bengtsson, Niklas, Holmlund, Bertil and Waldenström, Daniel paper &qu...

18/8/2012: What the IDA forecasts don't tell us?

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I waited for several days before posting about the latest mystery of Irish statistics.  This presentation from IDA contains the followi...
Thursday, August 16, 2012

16/8/2012: €1.05 trillion bad loans + €2-2.5 trillion deleveraging problems

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I twitted about the PWC stats on non-performing loans based on German newspaper report earlier today, and here's WSJ article on same....
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16/8/2012: Italy's 'this time, it's different' moment

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This time it's different for Italy now... according to an excellent article by Charles Wyplosz here . Read the whole thing, Wyplosz is...
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16/8/2012: Financial Repression - Round 2

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Financial repression continues to gain speed in Ireland: link here . Basic idea: having raided actual pensions funds, the Irish Governme...
Wednesday, August 15, 2012

15/8/2012: Total Insolvency in Greece Meets Total Denial in Europe

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And so as predicted here back in February, Greece is now in a complete meltdown when it comes to fiscal targets (report here ). The only ...
Monday, August 13, 2012

13/8/2012: Telling tales about our 'Productivity'?

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IDA recently used the following chart in the context of Irish competitiveness comparatives to the rest of EEC: According to the above,...
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13/8/2012: National Competitiveness: Not Exactly Good Numbers for Ireland

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An interesting paper, THE DETERMINANTS OF NATIONAL COMPETITIVENESS by Mercedes Delgado, Christian Ketels, Michael E. Porter and Scott Ster...