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  • Mobile is driving merger mania and consolidation in the TMT space
  • Asset-price fuelled boom gives way to global rout in equities led by Japan and EM
  • Greece’s failed privatization, Europe’s potential recovery and Abenomics
  • Outlook in US, UK, Japan and Australia
  • Daily Comments: 2013-06-06 – European economy
  • Daily Comments: 2013-06-05
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  • A change in tone at the Fed on tapering
  • On predicting the US and European cyclical economic outlook
  • Chart of the day: Debt deflation in the eurozone periphery
  • Watch second derivatives in the Eurozone
  • Europe is now officially in back-loaded austerity mode
  • On investing during housing reflation in the US and the fiscal drag in Europe and North America
  • On the Fed’s tapering and the volatility in Japan

Recent Blog Posts

  • Chart of the day: Chronic American excess capacity
  • Bad loans continue to rise in Spain and Italy
  • Chart of the day: Does this violate key principles of money creation?
  • Fed’s securities purchases blunt the impact of convexity hedging
  • Money markets are not benefiting from rising interest rates
  • NSA scandal’s threat to the cloud computing business model
  • When will the rise in US mortgage rates hit consumer demand?
  • My thoughts on the NSA Spying Scandal
  • Europe’s banks must be recapitalized
  • Australia: Market not buying RBA’s optimism
  • What has changed in the emerging markets?
  • The Wisdom of Crowds
  • Chart of the day: Most undervalued and overvalued property markets in the world
  • Weak income growth should hold back US consumer spending
  • FDIC: US banks reported a record $40.3 billion in accounting gains in Q1 2013

Daily Links Posts

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Popular Posts

  • Massive Iceberg Ahead for the European Monetary Union
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  • Spain’s economy is in tatters
  • Chart of the Day: Debt Deflation in the Eurozone
  • What are the differences between QE1, QE2 and QE3?
  • In the long run we are all in trouble
  • How QE works and what this means for asset prices and credit
  • Has house price deflation begun in Canada?
  • How bond market vigilantes force rates higher
  • On QE, inflation and Deflation
  • Why the Reinhart-Rogoff paper was flawed right from the start
  • Chart of the day: US corporate bond yields are at a record low
  • Spain: Running from the Bulls?
  • The largest European banks by assets
  • When will the rise in US mortgage rates hit consumer demand?
  • The A-b-e of economics and Japan’s shrinking population trap
  • On Japan’s widowmaker trade and Reinhart and Rogoff
  • A reality check on German household wealth

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