Tuesday, October 30, 2018

29/10/18: Corporate Credit and the Debt Powder Keg

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As it says on the tin: despite growth in earnings, the numbers of U.S. companies that are struggling with interest payments on the gargant...
Saturday, October 27, 2018

26/10/18: De-democratization of our values?

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Do you, my friends love that smell of napalm in the mornings? Does it fill you with confidence about the future - your own and that of the...

26/10/18: Visualizing Mental Health Around the World and Across Time

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Mental health is one of the key parameters of the quality of social and personal environment we can think of, and changes in the prevalenc...
Friday, October 19, 2018

19/10/18: IMF's Woeful Record in Forecasting: Denying Secular Stagnation Hypothesis

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A recent MarketWatch post by Ashoka Mody, @AshokaMody, detailing the absurdities of the IMF growth forecasts is a great read (see  https:/...

19/10/18: There's a Bubble for Everything

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Pimco's monthly update for October 2018 published earlier this week contains a handy table, showing the markets changes in key asset c...
Tuesday, October 16, 2018

16/10/18: Data analytics. It really is messier than you thought

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An interesting study (H/T to @stephenkinsella) highlights the problems with empirical determinism that is the basis for our (human) evolvi...
Tuesday, October 9, 2018

9/10/18: BRIC Composite PMIs 3Q 2018: A Tale of Growth Slowdown

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Previous posts on 3Q 2018 PMIs have covered: BRIC Manufacturing PMIs: http://trueeconomics.blogspot.com/2018/10/31018-global-pmis-tanke...

9/10/18: BRIC Services PMIs 3Q 2018: Slower Growth Ahead

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Having covered Global Composite PMIs for 3Q 2018 here:  http://trueeconomics.blogspot.com/2018/10/31018-global-pmis-tanked-in-3q-2018.html...

9/10/18: Euromoney on 3Q 2018 Changes in the Global Risk Environment

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Euromoney on global risk changes in 3Q 2018, with comments from myself: https://www.euromoney.com/article/b1b7sx84cgkn1y/ecr-survey-resul...

9/10/18: Russian Growth, 'Putin;'s Call' and the Middle Income Growth Trap

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Quick chart showing relative underperformance in the Russian economy in recent years, incorporating latest 2018 forecasts: The above ...
Thursday, October 4, 2018

3/10/18: Global PMIs tanked in 3Q 2018

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While Markit continue to publish Services and Composite PMIs for BRIC economies, here is a quick update on Global PMIs for 3Q 2018 which a...

3/10/18: Dumping Ice bags into Overheating Reactor: Bonds & Stocks Bubbles

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Wading through the ever-excellent Yardeni Research notes of recent, I have stumbled on a handful of charts worth highlighting and a relate...