Wednesday, January 14, 2015

14/1/2015: European Banks: Permanently in the International Isolation Ward

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My blog post on the declining fortunes of European banking for Learn Signal blog is available here:  http://blog.learnsignal.com/?p=143

14/1/2015: Gazprom to Europe: See You in Turkey

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And we have it... from the mouthpiece of Moscow, the Rossiyskaya Gazeta (link to Russian version here ). Head of "Gazprom" Ale...
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14/1/2015: ECJ Advocate on OMT: We Allow Fudge

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Big news today is old news of yesterday: We can now expect the European Court of Justice to give green light to the ECB's Outright M...
Tuesday, January 13, 2015

13/1/2015: Remittances from Russia: Big Business for Ukraine & Other ex-USSR States

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An interesting chart in today's FT summing up the flow of remittances from Russia to other former USSR states: The above highlight...
Monday, January 12, 2015

12/1/2015: Falling... falling... still... falling: Oil Prices in Time

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With WTI just flying past USD45.99/bbl price marker and Brent fell through USD47.47, here's the best visualisation of the 'Plight ...

12/1/2015: Euro Area vs US Banks and Monetary Policy: The Weakest Link

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Cukierman, Alex, " Euro-Area and US Banks Behavior, and ECB-Fed Monetary Policies During the Global Financial Crisis: A Comparison &q...

12/1/2015: Euro area and Russian Economic Outlooks: 2015

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My comments to the Portuguese Expresso, covering forecasts for 2015 for Russia and the Euro area : - Russia Despite the end-of-2014 ab...
Sunday, January 11, 2015

11/1/2015: ECB's Favourite Inflation Expectations Indicator is Smokin...

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And here's a nice reminder courtesy of @SoberLook.com of the markets' view of 5-year-to-10-year forward inflation expectations for...
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11/1/2015: Ending 2014 with a Bang: Russian Inflation & Ruble Crisis

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Couple footnotes to 2014, covering Russian economic situation. Much is already known, but worth repeating and tallying up for the full yea...
Saturday, January 10, 2015

10/1/2015: Where did Europe's EUR3 trillion worth of debt go?

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You know the Krugmanite meme… Euro area is doing everything wrong by not running larger deficits. But here is an uncomfortable reality: si...
1 comment:
Friday, January 9, 2015

10/1/2015: Irish Retail Sales: November

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Irish retail sales figures for November, published by the CSO earlier this week came in at the weaker end of the trend. Here is detailed a...

9/1/2015: Advisor-Driven Investment Management: Partial, Biased and Risky?

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My post for Learn Signal blog on the issue of sell-side advice and inherent conflicts of interest and biases that are material to advice-d...
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