Thursday, March 19, 2020

18/3/20: What's Scarier? Corporate Finance or COVID?

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Larger corporates in the U.S. are seeking public supports in the face of COVID19 pandemic, from airlines to banks, and the demand for publ...
Wednesday, March 18, 2020

18/3/20: Yield Curve and Recessions

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Some things work even in pandemics:

18/3/20: Banks, The Fed and Money Markets Woes

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My article for the International Banker  on pre-Covid monetary policy bottlenecks in the US markets is out and available here:  https://in...

18/3/20: Past Recessions and COVID19 Crisis

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As governments around the world are revising the expected duration of the extraordinary restrictive measures aimed at containing COVID19 p...
Sunday, March 15, 2020

15/3/20: Acute beds and hospital beds capacity

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With Covid-19 cases worldwide reaching almost 143,000 worldwide, it is worth examining some of the data on healthcare systems' capacit...
Monday, March 9, 2020

9/3/20: Beware the Endlessly Inflating Global Debt Bubble

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My latest article for Manning Financial on the global debt overload is available here:  https://issuu.com/publicationire/docs/mf_spring_20...

9/3/20: BRIC PMIs 1Q 2020: The Test of Covid2019

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BRIC PMIs for February 2020 are out and showing massive strains of #COVID2019 on Chinese economy and the twin supply and demand shocks imp...

9/3/20: Irish February PMIs: Baseline for the Covid2019 Impact

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With the start of March and with corona virus impacting the global economy, I have decided to restart coverage of Irish PMIs - something I...
Sunday, March 8, 2020

8/3/20: Global Economy's Titanic: Meet Your Iceberg

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Here's that iceberg that is drifting toward our economy's Titanic... and no, it ain't a virus, but it is our choice: Via: ...

8/3/20: COVID-19: Global Growth Trends

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So far, one thing is clear: we are in an exponential growth (not linear) when it comes to #Covid-19, everywhere, except for Japan... ...
Monday, March 2, 2020

2/3/20: BRIC Manufacturing PMI: February 2020

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A quick post: Manufacturing PMIs are out for the BRIC economies and, unsurprisingly, things are tanking in China and remain seriously unde...
Tuesday, February 25, 2020

25/2/2020: No, 2019-nCov did not push forward PE ratios to 2002 levels

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Markets are having a conniption these days and coronavirus is all the rage in the news flow.  Here is the 5 days chart for the major indic...