True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Thursday, May 27, 2021

27/521: Euromoney on China's Belt-and-Road Initiative

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  Euromoney recently covered update of risk analysis involving development of China-led Belt and Road initiative:  https://www.euromoneycoun...
Thursday, May 13, 2021

13/5/21: BRIC Composite PMIs April 2021: Recovery Fragile, Inflation Heating Up

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April PMIs for BRIC economies show continued strengthening in the recovery in China and Russia, moderation in the recovery momentum in India...
Monday, May 10, 2021

10/5/21: Ireland PMIs for April: Rapid Growth and Inflation Signals

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Ireland's PMIs have accelerated across all two key sectors of Services and Manufacturing in April, while Construction Sector continued t...

10/5/21: COVID19: Nordics v Sweden

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Updating data on comparatives between Sweden (the 'natural experiment' for 'Covid19 is just a flu' crowd, albeit the pandemi...

9/5/21: COVID19: U.S. vs EU27 comparatives

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  Updating data for the U.S. - EU27 comparatives for the pandemic through this week (week 17): Table above reflects several major features o...
Sunday, May 9, 2021

9/5/21: COVID19: BRIICS

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 Updating data for BRIICS for Covid19 pandemic through Week 17 of 2021 (current week): Almost half of all cumulated cases within the BRIICS ...

9/5/21: COVID19: Europe and EU27

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  Updating graphs for Europe and EU27 pandemic data through week 17 of 2021: Some good news with a shade of a reality check: New cases are o...
Saturday, May 8, 2021

8/5/21: COVID19: Most impacted countries

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 Covering data through this week (week 17) of 2021 for world's most impacted countries. First: most impacted countries by the rate of in...

8/5/21: COVID19: Worldwide Data

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 Updating worldwide data for the Covid19 pandemic through week 17 of 2021 (current week): We exited Wave 3 that started Week 34, 2020, peake...
Friday, May 7, 2021

7/5/21: Record Wealth in the Post-Covid World... for the select few

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 Demolishing American middle class... one year at a time

6/5/21: 75 Top Economics Influencers to Follow 2020-2021

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  With some delay of a few months (tells you the range of my attention span, right?) - delighted to spot this list of 75 Top Economics Influ...
Monday, May 3, 2021

3/5/21: Margin Debt: Things are FOMOing up...

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 Debt, debt and more FOMO... Source: topdowncharts.com and my annotations Ratio of leveraged longs to shorts is at around 3.5, which is 2014...
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