Monday, August 26, 2019

26/8/19: ifo Survey Shows Increasing Business Concerns in Germany

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Ifo Institute's Business Climate indicator for Germany is falling off the cliff: In simple terms, current business situation asse...
Sunday, August 25, 2019

25/8/19: My talk at IIBN event

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A brief snippet of my talk earlier this year at Irish International Business Network event: https://www.youtube.com/watch?v=0wt4QI0CkQM ....
Saturday, August 24, 2019

23/8/19: Counting Trillions: The Unrelenting March of Debt

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The never-ending march of leverage: Between 2001 and 2008, Big 4 Non-Financial Sector Debt rose USD 30.04 trillion or 96.5 percent fr...
Thursday, August 22, 2019

22/8/19: Irish Economy is Now Fully Captured by the Multinationals

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Just as in the years prior, 2018 was another year of massive dominance of the foreign-owned multinational corporations in Irish official e...
Tuesday, August 20, 2019

20/8/19: Public Spending in the Euro Area: Post-Crisis Austerity?

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Given the never-ending repetition of the 'austerity narrative' in European economic analysis, it is virtually impossible to conclu...
Monday, August 19, 2019

19/8/19: Import Zamescheniye: Replacing Imports with Imports in the Age of Trade Wars

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Trump trade wars have led to increasing evidence of substitution by Chinese exporters to the U.S. with exports via third countries and sup...

18/8/19: Migration Policy vs the Law of Unintended Consequences

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President Trump's policies are a rich field for sowing evidence on the application of the law of unintended consequence in economic po...
Friday, August 16, 2019

16/8/19: Post-Millennials and the falling trust in institutions of coercion

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A neat chart from Pew Research highlighting shifting demographics behind the changing trends in the U.S. public trust in core institutions...

16/8/19: U.S. Military Presence Worldwide

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Generally, I do not find Politico to be a great source for geopolitical analysis and data, but here is one exception - a handy map of U.S....
Thursday, August 15, 2019

15/8/19: Winning Trade Wars: Round 3

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A couple of days ago, Germany's info Institute published two scenarios estimating the impacts of the latest President Trump threats to...
Tuesday, August 13, 2019

12/8/19: OECD Tax Plans: Some Bad News

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My column for the Cayman Financial Review  covering OECD latest tax reforms proposals:  https://www.caymanfinancialreview.com/2019/08/02/o...

12/8/19: Russian Markets Risk Assessments 2Q 2019

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Euromoney on Russian markets risk performance in 2Q 2019 with comments from myself and others:  https://www.euromoney.com/article/b1g9cyp...