Sunday, May 17, 2015

17/5/15: Public Debt, Private Debt… Someone Thinks There Might Be Consequences

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Remember last year vigorous debate about whether debt (in particular real economic debt - as I call it, or non-financial debt - as officia...

17/5/15: Two Asias and the U.S. European Incentives

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If you want to see the context to the ongoing geopolitical re-distribution of power that is threatening the world order, do not look at th...

17/5/15: Irish Merchandise Trade: 1Q 2015

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Irish trade in goods statistics - the ones responsible for the tax-induced economic dizziness in the National Accounts over 2014 - are bac...

16/5/15: Russian Trade in Goods: 1Q 2015

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Per BOFIT latest data, exports of Russian gas were down 10% y/y in 2014 with total of 175bn cubic meters (bcm) of gas exported. exports to...
Friday, May 15, 2015

15/5/15: Irish Construction PMI: April Stronger PMI, but Overall Activity is Weak

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Irish Construction Sector PMI for April was released by Markit earlier this week. Here are the main points: Overall Activity Index in Ir...

15/5/15: Monetary Titanic & Bubbles Troubles

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Food for thought this morning - two links: HSBC's research warning that the monetary policies-based liquidity pyramid is shaky:  ht...

15/5/15: Greece on a Wild Rollercoaster Ride

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Greece has become a BitCoin of Europe in terms of volatility, and, man, things are soaring and crashing on a daily basis now. Here are thr...

15/5/15: New Financial Regulation: Part 8: An Overconfidence Bias Awaits

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My latest blog post on European Union innovations in financial regulation, continuing coverage of the European Banking Union is now availa...
Thursday, May 14, 2015

14/5/15: Expert Insight: Q1 results: Estonia

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My contribution (and others') to economic outlook analysis for Estonia, via Euromoney Country Risk   http://www.euromoneycountryrisk.c...

14/5/15: The Happiest Deflationary Consumers of Ireland... April 2015 Data.

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Good thing Consumer Confidence is booming in Ireland, cause otherwise we might get a wind that domestic demand for goods and services is g...
Wednesday, May 13, 2015

13/5/15: Dublin Commercial Property Market 1Q: No Fireworks, yet...

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CBRE's commercial property report for 1Q 2015 is worth reading. If only for the surprising sub-trends that go largely unnoticed in the...
Tuesday, May 12, 2015

12/5/15: Behold the Digital (Paper) worth EUR415 billion

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Yes, EU has a new proposal for a new White Elephant, named Digital Strategy and costed at EUR415 billion:  https://euobserver.com/digital/...