Sunday, November 29, 2020

29/11/20: Bubblishiousness

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  Illustrating FOMO and Bubblishiousness vs Reality: Tesla Source:  https://twitter.com/michaeljburry/status/1333110859329990661?s=20 Ya kid...
Thursday, November 19, 2020

19/11/20: COVID19 Update: Nordics & Sweden

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 Updating comparatives for Nordic countries: New cases are blowing up in Sweden and are now on the declining trend in the rest of the Nordic...

18/11/20: COVID19 Update: Russia

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 Updating pandemic data for Russia: some summary stats first The above stats clearly show that Russian pandemic is in  full-blown second wav...

18/11/20: COVID19 Update: U.S. vs EU27

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Comparatives for the pandemic development across the EU27 vs U.S.: Thanks to an absolutely savage second wave of the pandemic, EU27 is now c...
Wednesday, November 18, 2020

18/11/20: COVID19 Update: Countries with > 100,000 cases

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 Updating the tables for countries with more than 100,000 recorded cases of COVID19: U.S. continues to lead globally in terms of deaths and ...

18/11/20: COVID19 Update: Worldwide Cases and Deaths

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 Updating data on global COVID19 pandemic spread: Some summary tables first; November-to-date is an outlier month in terms of both, case num...
Tuesday, November 17, 2020

17/11/20: U.S. households: Debt Hostages to the Washington

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Massive stimulus deployed in Q2 2020 has lifted substantially aggregate household incomes. Meanwhile, lower interest rates have boosted debt...

16/11/20: The F&*ked Stay F&^ked

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Here is an updated forecast for full year 2020 distribution of wealth 9based on FRED data though 2Q 2020 and stock markets data through Nove...

16/11/20: Velocity of Money and the Glaciers of Complacency

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Last time I looked at the velocity of money, things were going South fast:  https://trueeconomics.blogspot.com/2020/05/27520-falling-velocit...

16/11/20: Retail sales, Sector employment and COVID19 recovery

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Retail sales suffered a sharp shock from the demand contraction following the first phase of COVID19 pandemic. As of the end of September, b...
Friday, November 13, 2020

13/11/20: The economy has two chronic illnesses (and neither are Covid)

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My column for The Currency  this week covers two key long-term themes in the global economy that pre-date the pandemic and will remain in pl...
Saturday, November 7, 2020

7/11/20: BRIC: Composite Economic Indicators for October

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 I covered BRIC Manufacturing and Services PMIs for October in two earlier posts (see here  https://trueeconomics.blogspot.com/2020/11/51120...