Thursday, March 13, 2014

13/3/2014: Domestic Demand 2013 - A Black Hole of Booming Confidence...

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This is a third post on the 2013 national accounts. Remember that boisterous claim by the Irish Government that our economy is growing a...

13/3/2014: What was tanking, what was growing in Ireland in 2013?

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Numbers may speak volumes, but a picture of two can really make the difference in understanding why the latest GDP and GNP figures for Ire...

13/3/2014: GDP down, GNP up... as 2013 economic recovery goes up in a puff of statistical smoke

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CSO released QNA for Q4 2013 and I will be blogging at length on the core results, so stay tuned. Here is the release link: http://cso.i...

13/3/2014: Building & Construction: Weak Growth on Trend in Q4 2013

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Yesterday, CSO published data on production volumes and values in Irish Building and Construction Industry covering the period through Q4 ...
Wednesday, March 12, 2014

12/3/2014: (If You Missed Them) Here're Mortgages Approvals Numbers

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Since we are due data on these soon-ish, only a quick update on IBF data for mortgages approvals and drawdowns. Mostly charts with quick c...
Monday, March 10, 2014

10/3/2014: One Day There Will Be Real Growth... Until Then...

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There is no growth... like credit-growth-fuelled growth... Via Pictet, two charts plotting US economy: Note: credit impulse is, ...

10/3/2014: Industrial Production & Turnover: Q4 2013 & January 2014

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CSO released Industrial Production & Turnover figures for January 2014 back last week, and here is an update. Obviously, we all ar...

10/3/2014: NYSE Margin Accounts Busting Record Levels...

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Two quick twitter posts on leverage accumulation in the markets. First one via Holger Zschaepitz @Schuldensuehner: Shows NYSE membe...

10/3/2014: Crimean Crisis: NewstalkFM podcast

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There was a very robust and interesting discussion of the Ukrainian crisis (including Crimea) last night on NewstalkFM Marc Coleman's ...
Sunday, March 9, 2014

9/3/2014: Financial Repression, Debt Crises & Debt Restructuring: R&R Strike Again

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According to Reinhart and Rogoff recent (December 2013) paper "Financial and Sovereign Debt Crises: Some Lessons Learned and Those Fo...
Saturday, March 8, 2014

8/3/2014: Morgan Kelly on the Next Incoming Train...

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Superb as he always is, Professor Morgan Kelly gives a public lecture on the state of Irish economy (poor), the evolution of the crisis (...
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8/3/2014: FTT - More Benign Estimates of Impact?

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In recent years, I have written extensively about the problems relating to the introduction of a Tobin-styled FTT, including as proposed b...