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!

Friday, October 19, 2012

19/10/2012: FDI: It ain't all it is claimed to be...

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Quite an interesting little study out of the US worth reading ( link here to an earlier version). Christian Fons-Rosen, Sebnem Kalemli...

19/10/2012: Tail Risk and Basic Investment Markets Models

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For Investment Theory course: some additional slides on the topic of tail risks and applicability of the models we covered in class (note:...
Thursday, October 18, 2012

18/10/2012: ARMs - compounded effects of austerity and banks deleveraging

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As the Irish banks are hiking ARMs, it is worth reminding us as to why this is a bad news for Irish economy: Now, here's the Catc...

18/10/2012: Summit/Dinner+Dinner Commencing

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With the start of the 2-day summit (cross-out: series of dinners) at the EU, here's what JPM research team we should expect from the m...
Sunday, October 14, 2012

14/10/2012: Shadow Economy

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An interesting chart based on OECD data: The above captures data for 2010 latest so we can expect the 'Latest' metric to co...
1 comment:
Saturday, October 13, 2012

13/10/2012: China's Property Bubble

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Some interesting insights into China's economy dependency on property markets from the ECB Monthly Bulletin (link: http://www.ecb.int...

13/10/2012: ECB study on fiscal (non)sustainability in OECD 1970-2010

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An interesting study (ECB Working paper NO 1465 / AUGUST 2012) titled "REVISITING FISCAL SUSTAINABILITY: PANEL COINTEGRATION AND STR...

13/10/2012: Irish corporate tax haven in the news flow

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Some links I collected over time on the case of irish corporate tax haven: Here's a list of recent articles on 'Tax Haven...
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13/10/2012: Euro area debt crisis and fake targets

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My article for the Globe & Mail on euro area debt targets ( link here ).

13/10/2012: Big Data, Fast Data, Protected Efficiencies

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A very interesting (and revealing in terms of future strategies scope) set of videos from Goldman Sachs' Co-Head of Internet Banking (...

13/10/2012: Europe's Banks are now Global Growth Zombies

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Back in 2011 the IMF was concerned that in the current crisis, the European banks will withdraw / deleverage from/out Asia Pacif...
Friday, October 12, 2012

12/10/2012: Irish Savings Myths

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Last night at the Dublin Chamber dinner, Taoiseach Enda Kenny made a rather common, but egregious in its nature statement that Ireland has...
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