Wednesday, February 13, 2013

13/2/2013: BlackRock panel economic outlook for H1 2013

›
Not surprisingly - and in line with the likes of CESIfo Index measuring global economic conditions (see link here ) - BlackRock Institute ...

13/2/2013: CESIfo Index shows improvements in Global Economy

›
CESIfo institute has issued its analysis of the global economy and... some good news: per CESIfo index tracking global growth, world econo...
Tuesday, February 12, 2013

12/2/2013: Small step down, but doesn't hurt either...

›
Nice move in CDS markets for Ireland earlier today - not large, but good positive. Also, note relative distance in implied probabilities ...
Monday, February 11, 2013

11/2/2013: What's David Hall's Case is Now About?

›
In light of the recent changes to the IBRC position and the Promo Notes, there can be some confusion around the case David Hall has taken...

11/2/2013: Irish Pharma Sector: December 2012

›
As promised in the previous post, ehre's some analysis of the breakdown for data for the Basic Pharmaceutical Products and Preparation...

11/2/2013: Irish Industrial Production & Turnover: December 2012

›
Still catching up with data updates following a busy week lecturing. Last week CSO issued data for december 2012 on Industrial Productio...

11/2/2013: Bailout 3.0 and precedent research

›
Ireland Bail-out 3.0 (this time more benign than 1.0 - the original Troika lending arrangement, but less benign than 2.0 - the 2011 altera...
2 comments:
Sunday, February 10, 2013

10/2/2013: Irish Services Index: Still Searching for a Catalyst

›
Catching up with some data updates, the latest monthly data for Services sectors activity in Ireland was out recently (see link to CSO re...

10/3/2013: New Car Sales: Back to the Future of Exports-led Recovery

›
In line with the grand claims of revival of domestic demand around Christmas season 2012 and of green shoots sprouting everywhere where IB...
2 comments:

10/2/2013: EU Budget 'cut': neither reformist, nor significant enough

›
EU has agreed the next multi-annual framework for its budget. One of the best summaries I have read is here: http://www.bruegel.org/nc/blo...
Thursday, February 7, 2013

7/2/2013: Trading Debt for Cash Flow Relief?

›
Muy thoughts (quick one between lecturing) on the deal: As I understand it, We have converted quasi-governmental debt into pure Govern...
5 comments:
Wednesday, February 6, 2013

6/2/2013: Irish Manufacturing PMI - January 2013

›
Last night I wrote briefly about the Services PMI for January for Ireland (see post here and an added post on the longer term link betwee...
3 comments: