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Links: 2014-07-30

Links: 2014-07-30

News links for 30 Jul 2014

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Europe: A plan to boost economy by cutting taxes

Europe: A plan to boost economy by cutting taxes

By Andrea Terzi originally published at Social Europe and republished with consent of Author The anti-austerity vote in the European elections reflected two different kinds of discontent. One is a feeling of frustration, which is invigorating nationalism: the vote for “less Europe.” The other is a lack of confidence in current EU policies: the vote for “another Europe.” In both […]

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Links: 2014-07-29

Links: 2014-07-29

News links for 29 Jul 2014

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On Ukraine, the Indian mobile space and Abenomics

On Ukraine, the Indian mobile space and Abenomics

Russia is signalling de-escalation in Ukraine, at least on economics
The mobile battle is moving to India
The limited window on Abenomics is closing

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Links: 2014-07-28

Links: 2014-07-28

News links for 28 Jul 2014

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Economic and market themes: 2014-07-25 Ukraine, China, Japan, technology overvaluation

Economic and market themes: 2014-07-25 Ukraine, China, Japan, technology overvaluation

Ukraine is at risk of becoming a failed state
China’s growth is due to stimulus
Japan’s macro figures worsen
Microsoft’s strategy is weak
Facebook is overvalued

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Links: 2014-07-25

Links: 2014-07-25

News links for 25 Jul 2014

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QE is fiscal policy

QE is fiscal policy

By Frances Coppola A new paper by Johnston and Pugh of the legal department of the University of Sheffield discusses the legality and the effectiveness of QE and its relatives, including the ECB’s OMT “whatever it takes” promise. The background to this is the German Constitutional Court’s ruling that OMT amounts to monetary financing of government deficits and is therefore […]

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The EU weighs level three sanctions on Russia just as the European economy improves

The EU weighs level three sanctions on Russia just as the European economy improves

This is a long-form post on Ukraine. The big news, however, is from the European Union where the PMIs and a slew of other economic data came out today. The data showed the European economy improving broadly from its weakened recovery status. This will give the ECB room to take a wait and see approach. At the same time, the EU foreign ministers met yesterday and, according to reports are ready to impose heavier sanctions on Russia in the wake of the downing of Malaysia Airlines Flight 17 over Ukraine. There’s a lot data to digest here so let me start off with the EU – Ukraine – Russia narrative.

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Links: 2014-07-24

Links: 2014-07-24

News links for 24 Jul 2014

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Apple’s shift into China shows the company’s masterful execution

Apple’s shift into China shows the company’s masterful execution

Apple’s Q3 2014 earnings report yesterday was a mixed bag in terms of actual results. But from my perspective the results show a company that continues to execute its strategy well given the onslaught from cheaper handsets using the Android operating system. Apple posted a smaller-than-expected 6% gain in quarterly revenue due to sluggish growth in saturated markets in Europe and North America. But revenue in China surged 28% despite Apple’s premium pricing. Apple’s growth days are over in developed markets. But I have been upbeat about Apple’s results because of the China strategy and this report shows that Apple’s growth has some momentum, mainly because of that market. Some figures and comments below.

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Links: 2014-07-23

Links: 2014-07-23

News links for 23 Jul 2014

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