Saturday, July 29, 2017

28/7/17: 1H Marker: Russia on Track to a Weak Recovery in 2017

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A quick top level update on the Russian economy from Bofit and Fitch Ratings. Fitch Ratings today: “The recovery in Russia continues to ...

28/7/17: Risk, Uncertainty and Markets

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I have warned about the asymmetric relationship between markets volatility and leverage inherent in lower volatility targeting strategies,...
Friday, July 28, 2017

28/7/17: Long term U.S. growth trend is still weak: 2Q 2017 Update

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U.S. GDP growth estimate for 2Q 2017 came in at 2.6%, matching the post-1948 trend for expansionary periods almost to the notch. The probl...

27/7/17: U.S. labor markets are not in rude health, yet

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As we keep hearing about the wonders of the U.S. labor markets, there is an uneasy feeling that the analysts extolling the virtues of the ...
Thursday, July 27, 2017

27/7/17: Designing a More Equitable System of School Access

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In the decades old battle for the future minds, U.S. Republicans and Democrats have been constantly at odds when it comes to how one achie...

27/7/17: The Gen-Lost is still lost...

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Today, Marketwatch reported on a research note from Spencer Hill of Goldman Sachs Research claiming that the young workers cohorts in the...
Wednesday, July 26, 2017

27/7/17: Work or Play: Snowflakes or Millennials?

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Snowflakes or Millennials? Flaky or serious? Careless or full of determination? Attitudes or aptitudes? Well, here’s an interesting study ...

26/7/17: Credit booms, busts and the real costs of debt bubbles

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A new BIS Working Paper (No 645) titled “ Accounting for debt service: the painful legacy of credit booms ” by Mathias Drehmann, Mikael Ju...

26/7/17: Panic... Not... Yet: U.S. Student Debt is Cancerous

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Reuters came up with a series of data visualisations and brief analytics pieces on the issue of student loans in the U.S. These are ‘must ...

25/7/17: Of Corporation Tax: An American Lesson

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Yes, 35% statutory tax rate in the U.S. is delivering magic results... and yes, corporations do pay taxes... Source:  https://www.cbpp....
Friday, July 21, 2017

21/7/17: What Irish Civil Service is Good For?..

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Recently released data on 2011-2016 Irish Government financial metrics shows that despite all the reports concerning the adverse impact of...

21/7/17: Professor Mario: Meet Irish Austerity Unsung Hero

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In the previous post covering CSO's latest figures on Irish Fiscal metrics, I argued that the years of austerity amount to little more...