Wednesday, August 12, 2020

12/8/20: Beware of Longing for Pre-COVID19 Days

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  We tend to focus on shorter-term and sharper shocks than on longer-term trends, a sort of 'boiling a frog' conundrum in our behavi...

11/8/20: COVID19 Update: U.S. vs EU27

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  We are becoming numb to the sheer size of the public health disaster that is unfolding in the U.S. Numb, careless and utterly devoid of an...
Tuesday, August 11, 2020

11/8/20: ESG Risks, Environment and Consumer Behavior

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  COVID19 ESG impacts:  Europe thinks it is getting 'greener' The rest of the world is getting decisively not: What's up with th...

11/8/20: McKinsey on Changes in Economic Outlook

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  McKinsey have a neat summary of changes in economic outlook across major global regions: A more granular perspective is from consensus for...

11/8/20: Euromoney Seminar on Longer-Term Trends in Economics

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  My seminar from last week for Euromoney  is now available online here:  https://zoom.us/webinar/register/3015960150760/WN_zHo5R5sNTMyKzm9x...
Wednesday, August 5, 2020

4/8/20: COVID19 Update: U.S. vs EU27

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Updating charts for the U.S. vs EEU27 comparatives through 04/08/2020 (CEDC timeline). All notes are in the charts Meanwhile, U.S. newsflow:...

4/8/20: COVID19 Update: Worldwide Cases and Deaths

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Global deaths and case counts charts through ECDC data as of 4/07/2020: Summary of the above: Some improved dynamics in death counts since J...
Tuesday, August 4, 2020

4/8/20: BRIC: Manufacturing PMIs

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BRIC Manufacturing PMIs are out for July and the numbers are bizarre: Brazil is going parabolic? The country is absolutely devastated by COV...
Monday, August 3, 2020

3/8/20: Ireland's Real Surreal Economy

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In recent months, I have mentioned on a number of occasions the problem of Ireland's growing GDP-GNI* gap. The gap is a partial (key, pa...
Sunday, August 2, 2020

1/8/20: Ireland: Agricultural Subsidies and Production

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CSO published final data for 2019 'value added' in agriculture. As always, a fun read from the perspective of which constituency in ...
Wednesday, July 29, 2020

29/07/20: Federal Deficit in COVID19 Era

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Roger, we need a new scale for the chart. Latest data for U.S. Federal deficit through June 2020 is shocking. Here is a visual: ...

29/7/20: COVID19 Update: Russia and BRIICS

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An infrequent update on Russia COVID19 stats: Daily Cases and Deaths: Russia is failing to arrest the new cases curve and the death...