Tuesday, November 13, 2012

13/11/2012: Irish CPI v Euro Area: September 2012

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In the previous post I covered overall dynamics of Irish consumer prices in October. Now, let's take a quick look at comparatives acr...
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13/11/2012: Consumer Prices in Ireland: October 2012

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Consumer price index for October 2012, Ireland released last week chows broad continuation of the previously established trends, namely abo...
Monday, November 12, 2012

12/11/2012: Quick reading list of late...

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Some of my reading from today - worth checking out: " Debunking Two Nate Silver Myths " from Scientopia.org lays our Bayesian ...
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Sunday, November 11, 2012

11/11/2012: 4 interesting charts on investment portfolia compositions

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four charts showing differences between the euro area and US portfolia compositions prior to the crisis, during the crisis and now (via Mo...

11/11/2012: Property prices bust 2008-2012

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House prices changes peak-to-2009 then 2009-present: Via Goldman Sachs. With core driver - fundamentals: Note Spain (my analys...
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Saturday, November 10, 2012

10/11/2012: 'Special' case redux?

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Just in case Angela Merkel reads EU Commission research... here's a chart summarizing the 'structural' adjustments to-date cou...

10/11/2012: Dublin's Shame

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This week saw perhaps the most important FT article on Ireland's crisis ( link ) titled Dublin's Shame, the article highlights t...

10/11/2012: GS on Fiscal Cliff

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Earlier this week I posted few assorted analytical thoughts from various source on the US Fiscal Cliff and earlier today I posted on Gol...
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10/11/2012: Shorter-term divergence for Europe?

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For what it is worth: Shorter-term divergence again disfavors Europe... and even worse... UK:

10/11/2012: Age of Great Rotation?

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Merrill Lynch calling the turn from the Age of Deleveraging to the Age of Great Rotation: "History shows that the beginning of every ...

10/11/2012: Three core risks: via Goldman Sachs

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Neat summary from Goldman Sachs on 3 core risks:

10/11/2012: Euro area households feeling the pain?

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Couple interesting charts from the Goldman Sachs research note on French consumption woes - link ): Euro area household disposable in...