True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Friday, January 6, 2017

5/1/17: IMF Oomph: Irish Property Prices

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My column for the Village  covering Irish property prices dynamics is now out and available here:  http://villagemagazine.ie/index.php/201...

5/1/17: Gwan Ya Beaut... Irish PMIs ≠ Irish GDP

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Some years ago, I have shown that Irish measures of economic activity - when collected at sectoral levels - have virtually nothing in com...

5/1/17: Global Growth Upside: More BRICs, less B

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Back at the end of 3Q 2016, I contributed a chart to  +Business Insider  feature covering most important trends that analysts' keep an...
Thursday, January 5, 2017

5/1/17: BRIC Composite PMIs: 4Q 2016 & FY 2016

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I posted my analysis of BRIC quarterly Manufacturing PMIs here: http://trueeconomics.blogspot.com/2017/01/4117-bric-manufacturing-pmi-4q-2...

4/1/17: BRIC Services PMIs: 4Q & FY 2016

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I posted my analysis of BRIC quarterly Manufacturing PMIs here: http://trueeconomics.blogspot.com/2017/01/4117-bric-manufacturing-pmi-4q...

4/1/17: BRIC Manufacturing PMI: 4Q 2016 and FY 2016

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Manufacturing PMIs for BRIC economies are out for December, so let’s update my quarterly series. As readers of this blog know, I primarily...
Wednesday, January 4, 2017

4/1/17: In 2016, U.S. IPOs Fell off the Cliff. VCs Barely Hanging on...

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The golden VC model of finance is getting hammered by the lack of IPOs. Let’s take it from the top. majority of VCs fund companies on the ...

3/1/17: Dead or Dying... A Requiem for the Traditional Banking Model

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Earlier today, I briefly posted on Twitter my thoughts about the evolving nature of traditional banking. Here, let me elaborate on these. ...
Tuesday, January 3, 2017

3/1/17: Euro growth greets 2017 with a bit of a bang

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December marked another month of rising economic activity indicator for the euro area. Eurocoin, a leading growth indicator published by B...

2/1/16: Financial digital disruptors and cyber-security risks

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My and Shaen Corbet's new paper titled Financial digital disruptors and cyber-security risks: paired and systemic (January 2, 2017), ...
Monday, January 2, 2017

2/1/16: Remember that America's Scariest Chart?

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As promised in the previous post, here is a look at yet another wrinkle in the U.S. jobs creation saga. The following used to be referred ...

2/1/17: U.S. Unemployment Duration is Still Record-Busting

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Throughout recent years, the recovery meme, played across the mainstream media in the U.S. has provided endless support to President Obama...
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