Friday, March 30, 2018

29/3/18: Credit downgrades and the sunny horizons of peak growth

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The global economy is picking up steam. The U.S. economy is roaring to strength. 2018 is going to be another 'peak year'. Tax cuts...
Thursday, March 29, 2018

29/3/18: Matthew Rojansky on U.S.-Russia relations

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It is rather rare that an occasion comes up on which I comment on political issues directly (absent the prism of economics or finance). A ...
Monday, March 26, 2018

25/3/18: Average Tariffs: 2000-2016

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So how do the world's largest 50 economies (by size) score when it comes to the average trade tariffs they have in place? Who is the f...
Sunday, March 25, 2018

24/3/18: Secular Stagnations Visit Morgan Stanley

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Morgan Stanley jumps onto the secular stagnations thesis band wagon:  http://www.morganstanley.com/ideas/ruchir-sharma-trends-2018 and ad...

25/3/18: Quantum computing and cyber security: a perfectly VUCA mix?

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One interesting topic worth discussing in the context of VUCA and systemic resilience is quantum computing. The promise of quantum computi...

24/3/18: Dysfunctional Labour Markets? Ireland’s Activity Rates 2007-2016

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Having posted previously on the continued problem of low labour force participation rates in Ireland, here is another piece of supporting ...

24/3/18: A Traders’ Nightmare: When all Risks Coincide

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Really great analysis of recent volatility spike (early February correction) from the BIS Quarterly: “The VIX is an index of...
Friday, March 23, 2018

23/3/18: Still Printing Their Ways Into Prosperity: The Big Three

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Just a gentle reminder... the QE is still going on, folks... As of mid-March, total assets on BOJ, ECB, PBOC and Fed balancesheets ha...
Thursday, March 22, 2018

22/3/18: The Fed is boldly going where it was going before

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My article on yesterday's Fed meeting is now up on Business Post  page:  https://www.businesspost.ie/opinion/fed-boldly-going-going-41...
Wednesday, March 21, 2018

20/3/18: Market Power and 5 Macroeconomic Puzzles: Rotten State of the ‘Competitive Markets’

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Washington Centre for Equitable Growth has recently published a new modified version of the neoclassical model attempting to explain a num...
Tuesday, March 20, 2018

19/3/18: Drivers of the low labor force participation rate: U.S. data since 2001

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Why doesn't U.S. economic expansion 'feel' like an economy is at full employment? Because of the low participation rate that h...
Monday, March 19, 2018

19/3/18: Trump Trade Challenge: An Opportunity for Ireland?

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My article on the potential implications of the U.S. trade tariffs on Ireland's economy was published by the Sunday Business Post  yes...