Tuesday, May 8, 2018

8/5/18: Germany's ifo: World Economic Climate Deteriorates

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Here is the summary of the Germany's ifo Institute World Economic Climate outlook update (emphasis is mine): "The ifo World Eco...
Thursday, May 3, 2018

3/5/18: BRICS Deck 2018: IMF Updates

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The first part of my slidedeck on BRICS economies, covering headline growth and macro performance dynamics and forecasts from the IMF WEO ...

3/5/18: Irish Exchequer Returns: April 2018

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My article on Irish Exchequer returns for April 2018 is now available on Sunday Business Post site:  https://www.businesspost.ie/business/...
Sunday, April 29, 2018

28/4/18: Unintended Consequence of Tax Audits

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The law of unintended consequences applies to all policies and all state systems design, including tax policies, tax laws and tax enforcem...
Saturday, April 28, 2018

28/4/18: The Great Recovery with No Savings: U.S. Households' Meet 'Exceptionalism'

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Via @bySamRo, a chart from Deutsche Bank research: Which, of course, illustrates the marvels of the current 'recovery' cycle ...
Friday, April 27, 2018

27/4/18: The Goldilocks Economy of State Policies

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My column for the current issue of the Cayman Financial Review  is out:  http://www.caymanfinancialreview.com/2018/04/19/the-goldilocks-ec...

27/4/18: Global growth and Ireland's prospects: 2018-2019

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My article for last weekend's edition of Sunday Business Post  on the implications of peak cycle in global growth for Ireland:  https:...
Wednesday, April 25, 2018

25/4/18: 90 years of Volatility: VIX & S&P

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A great chart from Goldman Sachs via @Schuldensuehner showing extreme events in markets volatility using overlay of VIX and realised volat...

25/4/18: Draining of the Washington Swamp Reveals Mulvaney

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Quote of the month, if not of the year, belongs to yet another Trump Administration 'draing the swamp hero, Mick Mulvaney, currently t...

25/4/18: Dombret on the Future of Europe

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An interesting speech by y Dr Andreas Dombret, Member of the Executive Board of the Deutsche Bundesbank, on the future of Europe, with d...

25/4/18: Tesla: Lessons in Severe and Paired Risks and Uncertainties

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Tesla, the darling of environmentally-sensible professors around the academia and financially ignorant herd-following investors around the...
Friday, April 20, 2018

19/4/18: Geopolitical Risk: Who Cares?..

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Geo-political risks, geo-shmalitical risks... who cares... not the markets... None of the geopolitical risks registered on S&P 50...