Tuesday, May 17, 2016

17/5/16: Village May 2016: Buzz Wrecked

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My article for Village  magazine highlighting some longer-term risks for the Irish economy:  http://villagemagazine.ie/index.php/2016/05/b...

16/5/16: 1Q 16 GDP growth and other recent stats on Russian Economy

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Russian GDP (preliminary estimate) shrunk 1.2% y/y in 1Q 2016, with the rate of contraction in the economy moderating from 3.7% for the fu...
Monday, May 16, 2016

16/5/16: Earnings Surprises and Share Price Impact

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A very interesting summary graph from Factset  on the impact of earnings performance relative to consensus expectations on share prices ...

16/5/16: Another Top 100 for Trueeconomics

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Just got a note that TrueEconomics is ranked 72nd in Top 100 Economics Blogs for 2016 by the IntelligentEconomist.com : https://www.intel...
Sunday, May 15, 2016

15/5/16: Don't Rush the Cheers for Eurozone Growth, Yet

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Remember record-busting 0.6% preliminary flash estimate of the first estimate GDP growth figure for Euro area released back in April? Well...

15/5/16: Gamable EPS and Shares Buybacks

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EPS (Earnings per Share) is a corporate metric that is often pursued by the corporate managers and executives to increase their own payout...
Thursday, May 12, 2016

12/5/16: Leaky Buckets of U.S. Data

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Recently, ECB researchers published an interesting working paper (ECB Working Paper 1901, May 2016). Looking at the U.S. data that is rele...
Wednesday, May 11, 2016

11/5/16: 7+1 Steps Guide to Greek Crisis Madness

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Greece is back in the news recently with yet another round of crisis talks and measures. Here's where we stand on the matter. After ...

11/5/16: U.S. Economy: Three Charts Debt, One Chart Growth

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In his recent presentation, aptly titled "The Endgame",  Stan Druckenmiller put some very interesting charts summarising the sta...
Tuesday, May 10, 2016

10/5/16: Debt, Government Debt, Glorious Debt

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It's a simple headline, really, for a single chart: But it says so much... peace time and monetary financing and printing presses a...
Sunday, May 8, 2016

7/5/16: Households Over-Indebtedness in the Euro Area

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An interesting assessment of Italian household debt levels in the context of over-indebtedness by D'Alessio, Giovanni and Iezzi, Stefa...

8/5/16: Leverage and Management: Twin Risks or Separate Risks?

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A new paper “ How Management Risk Affects Corporate Debt ” by Yihui Pan, Tracy Yue Wang, and Michael S. Weisbach (NBER Working Paper No. 2...