Thursday, September 10, 2015

10/9/15: 2Q 2015 National Accounts: GDP and GNP Growth

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In the previous post covering 2Q national Accounts data, I dealt with sectoral composition of growth, using GDP at Factor Cost figures . ...

10/9/15: 2Q 2015 National Accounts: Sectoral Growth Analysis

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So Irish National Accounts data for 2Q 2015 was released today. Brace yourselves for series of blog posts here and a torrent of congratula...

10/9/15: Building & Construction: 2Q 2015 y/y & historical compratives

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Having looked at the relationship between PMI and actual activity in Irish Building and Construction sector in the previous post , now, le...

10/9/15: Building & Construction: 2Q 2015

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Production indices for Building & Construction sector in Ireland, covering 2Q 2015, were out yesterday. Here is the run through the nu...
Wednesday, September 9, 2015

9/9/15: MSCI World EV/EBITDA ratio: Happy Bubbly

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In the lightness of being inhabited by the world's investors, no valuation is a bubble, until it is officially declared to not be a bu...

9/9/15: That poverty of low [Euro area GDP growth] expectations…

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So, apparently, "strong eurozone growth" for 2Q 2015 is fuelling hopes for economic recovery and pushing markets up. Which makes...
Tuesday, September 8, 2015

8/915: Five Years of Dodd-Frank Act: Two Posts on Reforms Impact

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Five years ago, on July 19, 2010, President Barak Obama signed the most far-reaching regulatory reform of the U.S. financial system since ...
Saturday, September 5, 2015

5/9/15: Remittances, Foreign Aid & other Capital Flows

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So globally, remittances by migrants are now worth more than double the total flows of foreign aid and more than portfolio flows (financia...

5/9/15: Updating America's Scariest Chart

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As you know I rarely post on the U.S. economy. But recently I was updating a presentation involving the state of financial flows for retai...
Friday, September 4, 2015

4/9/15: Russian Inflation: Forget CPI, Look at Bribes Pricing

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On a 'light' Friday night note, a cheering report of inflation found somewhere (not in the ECB land, alas). Per Interfax report ( ...
Thursday, September 3, 2015

3/9/15: ECB Decides to Not Decide, but Reserves a Right to Decide More

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ECB decision to hold rates unchanged at today's meeting was hardly of any surprise. This means there is little news in terms of actual...

3/9/15: BRIC Composite PMI: August

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Having covered Manufacturing ( link here ) and Services PMIs ( link here ) for BRIC countries, consider Composite PMIs next. Note, to mak...