Saturday, January 23, 2016

23/1/16: Poland's Sovereign Risk Troubles

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With what appears to be a political-motivated downgrade by the S&P on January, from A to BBB+, with steady outlook, Poland’s sovereign...
Wednesday, January 20, 2016

20/1/16: "Немного фантастики. Где у России остался потенциал роста”

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My latest column for Slon.ru covering the topic of how Russia can jumpstart growth through targeted reform of its Special Development Zone...
Tuesday, January 19, 2016

19/1/16: After the crisis: Is there light at the end of the euro tunnel?

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Here is my recent column for Cayman Financial Review  covering the prospects for growth in the Euro area and the structural problems relat...
Monday, January 18, 2016

18/1/16: Forget Conventional Geopolitics, Demographics is the New Global Conflict Ground Zero

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While analysts are worried about geopolitical tensions relating to *hot*, *cold* and *frozen* conflicts of traditional nature, the real Gl...
Friday, January 15, 2016

15/1/16: Household Debt Sustainability in One Chart?

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Here is a neat chart plotting household debt against long term interest rates in an attempt to visualise property prices in affordability ...

15/1/16: Gold Bullion as Risk Diversifier: 2015 Overview

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A note of mine covering 2015 Gold market and the continued role of gold bullion & coins as risk diversifiers in current environment is...

15/1/16: Russia in a Downshifters Club

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A very interesting speech by German Gref (Sberbank) on Russian economic development amidst global economic transition from hydrocarbons-ba...
Thursday, January 14, 2016

14/1/16: Push or Pull: Entrepreneurship Among Older Households

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Recently, I highlighted some of the potential problems relating to the less stable nature of the Gig Economy employment, including the lon...

14/1/16: Debt in Sub-Saharan Africa & Country-Specific Risks

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The age of QE in the West, as well as the Great Recession and the Global Financial Crisis have both undoubtedly left some serious scars on...

14/1/16: Two Charts to Sum Up Global Growth Environment

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SocGen recently produced some interesting charts looking into 2016 trends. Two caught my eye, as both relate to long running themes covere...
Wednesday, January 13, 2016

13/1/16: Bail-ins in Europe: Have Some Fun, Legal Eagles…

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In a recent article for Forbes, In Europe, 2016 Will Be The Year Of Lawsuits , Frances Coppola neatly summed up the problem of the EU’s at...
Tuesday, January 12, 2016

12/1/16: That Savage Deleveraging: Global Debt 2000-2015

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Here's a neat summary chart based on data from BIS through June 2015, covering total global credit (debt) outstanding (excluding IMF d...