Friday, February 12, 2016

12/2/16: Deutsche Bank: Crystallising Europe’s TBTF Problems

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This week was quite a tumultuous one for banks, and especially Europe’s champion of the ‘best in class’ TBTF institutions, Deutsche Bank. ...
Thursday, February 11, 2016

10/2/16: Slon.ru: "Чем хуже, тем лучше"

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My latest column “ Чем хуже, тем лучше. Откуда у российской экономики все больше сил “ for Slon.ru is out at https://slon.ru/posts/63670 ...

10/2/16: Was Resource Boom a Boom for Commodities Exporters?

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While everyone is running around with the collapsed oil prices, economists with an eye for cycles and history are starting to digest the a...
Wednesday, February 10, 2016

10/2/16: Ponzi Schemes? Bah! We've Got an ETP Problem, Roger...

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An interesting story that Mark Markopolos of Madoff fame, via BusinessInsider, apparently unearthing a bunch of new Ponzi schemes on the W...

10/2/16: IMF to Ukraine: Sort Thyselves!

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IMF on Ukraine (and it is narsty): The only surprising bit is the tone. It is quite frankly unbelievable to think that the IMF were r...

9/2/16: Currency Devaluation and Small Countries: Some Warning Shots for Ireland

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In recent years, and especially since the start of the ECB QE programmes, euro depreciation vis-a-vis other key currencies, namely the USD...

9/2/16: We've Had a Record Year in M&As last... next, what?

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Dealogic M&A Statshot for the end of December 2015 showed that global M&A volumes have increased for third year running, reaching ...
Tuesday, February 9, 2016

9/2/16: Sales and Capex Weaknesses are Bad News for U.S. Jobs Growth

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In a note from February 4, Moody Analytics have this two key messages about the U.S. economy, none pleasant: Business sales are ‘medioc...

9/2/16: Echoes of 2011 at Deutsche?

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Almost 4 and a half years ago, I wrote about the systemic weaknesses in the Deutsche Bank balancesheet:  http://trueeconomics.blogspot.com...
Monday, February 8, 2016

7/2/16: You Gotta Have Some Heart: Baltic Dry Index

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As the global growth prospects are apparently and allegedly improving, and the world is busy printing money left right and centre with cur...
Saturday, February 6, 2016

6/2/16: Down the Ruble Hole? Russian Opinions & Russian Economy

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Latest Russian figures on wages and earnings, rounding up 2015, are pretty horrific. In USD terms, average wage is now down more than 30 p...
Friday, February 5, 2016

5/2/16: Ifo Economic Climate Index for Euro area: 1Q 2016

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Ifo Economic Climate Index in the Euro Area has posted another contraction at the start of 1Q 2016 marking the third consecutive quarter o...