Sunday, March 22, 2015

22/3/15: Ukraine: disastrous growth figures

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Ten quarters of shrinking GDP, out of 11 last. Ukraine: Source: FT When's the next 'rethink' by the IMF of the debt pro...

21/3/15: Two Pesky Facts and Russian 'Liberal Democracy' Dream

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Here's a problem, folks. Let's take two facts: Vladimir Putin's approval ratings are currently in the upper 80s: http://www...
Saturday, March 21, 2015

21/3/15: Irish patents filings Q4 2014

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Latest data on Irish patents, courtesy of NewMorningIP.com: chart below shows a decline in total patents filings in Q4 2014 compared to Q3...

21/315: Russia Forex Reserves: Down Another Week

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Based on weekly data for the week of March 13, 2015, Russian Central Bank forex reserves fell to USD351.7 billion, down USD5 billion on pr...
Friday, March 20, 2015

20/3/15: Central Bank Interventions in Ruble Markets down to Zero in February

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Don't hear much of "Panic at the Central Bank of Russia" reports as of late in the Western media - the ones that whipped int...

20/3/15: Russia: Agri-food Sector and Falling Real Household Incomes

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As BOFIT reported last week, 2014 marked the first year since 1999 crisis when Russian households experienced a decline in real household ...
Thursday, March 19, 2015

Hedge Funds Returns: Part 4: To higher moments and beyond

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My latest post for LearnSignal Blog on the topic of measuring hedge funds' returns:  http://blog.learnsignal.com/?p=165
Wednesday, March 18, 2015

18/3/15: Russian Deposits Dollarisation and Capital Flight

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I have written before about the nature of capital outflows from Russia. One aspect of capital outflows is how the aggregate reflects depo...
Tuesday, March 17, 2015

17/3/15: IMF Cries Wolf as Emerging Markets Currencies Plunge

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Remember the Russian Ruble Melt of 2014? Now get ready for the Emerging Markets Currencies Shake-n-Bake of 2015: H/T: @Schuldensuehne...

17/3/2015: Russian Banks Latest Stats: January-February 2015

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Some interesting banking sector stats were reported this week by the deputy head of the Central Bank of Russia, Mikhail Suhov during the R...
Monday, March 16, 2015

16/3/15: Ukraine's Government Debt Projections: Smiling IMF, Whinging Private Lenders

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Few weeks ago I covered in some details the implications for Ukraine of the latest IMF-led lending package:  http://trueeconomics.blogspot...

16/3/2015: Some new 2015-2018 forecasts for the Russian Economy

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Amidst much of the (occasionally informed) speculation as to the whereabouts of Russian President Putin (see for example this rather infor...