May 2012
- EU Summit Dinner Menu: Indigestion
- Chart of the day: The Grexit decision tree
- [Premium] Daily commentary: thoughts on austerity as a policy tool and on India as a black swan
- [Premium] Daily commentary: On free money for the German government
- [Premium] India will be worse than China
- ELA Does not Stand for Exaggeration, Lies and Assumptions
- Ray Dalio on Deleveraging
- [Premium] Why Europe’s extend and pretend strategy will fail
- [Premium] The Germans have already blinked
- [Premium] Daily commentary: On Facebook’s IPO, JPMorgan’s losses, Spain’s bank run and Greece’s exit
- Hoover on austerity to balance the budget and defend the dollar in 1932
- Europe’s depressing prospects
- [Premium] Pushback on the imminent Grexit meme
- Spain: Double Barrel Disappointment
- [Premium] Spain’s nationalisation plan won’t work as the banking system is insolvent
- [Premium] Daily commentary: More Chinese stimulus in the works
- [Premium] Daily Commentary: On policy advocacy and forecasting in Greece’s exit from the euro zone
- The euro zone has become a political economy black hole
- On JPM’s Dimon’s still unassailable position and Facebook as the new Yahoo
- [Premium] Amid plummeting trade growth, Chinese productivity trends are macro bearish
- US housing starts up 40% in last year but still half of 50-year average
- [Premium] On my disbelief over the Greek exit chatter
- Another chart of the day: Greek bank deposits collapse
- Chart of the day: The German-Spanish 10 Year Spread is at an all time high
- [Premium] Europe is on the brink of something very big
- [Premium] Daily commentary: On JPMorgan’s gigantic mistake
- [Premium] More on the political economy of the coming Grexit
- Will the Greek exit be voluntary or involuntary?
- [Premium] China’s growth is slowing much faster than expected
- Spain: EU estimates for contraction now considerably deeper
- Super SGP coming – ECB: “A stronger and stricter fiscal framework is required”
- Chart of the Day: Euro zone GDP by country
- [Premium] On Europe’s advancing preparations for the Grexit
- [Premium] Marc Faber on Euro zone breakup and US and European equities
- [Premium] Daily commentary: On the Spanish bank bailouts
- [Premium] The European Endgame is within sight
- [Premium] On helicopter drops and wealth confiscation in Europe
- [Premium] More on the mean-reverting economic surprise index
- [Premium] Daily commentary: On monetary policy in a balance sheet recession
- Chart of the day: US Real Personal Income Growth
- Achuthan: The US will be in recession by the end of next month
- Spiegel: Kohl-era German documents reveal euro formation was about politics
- [Premium] Gillard to push Australia into recession?
- Global Growth Is Slowing
- Class Warfare
- Europe edges closer to the endgame
- Don’t Fight the Last War: Lessons from the Battlefields of Risk Management
- [Premium] Daily commentary: The fiscal cliff
- [Premium] Daily commentary: As predicted, the US jobs report was weak
- Norway dumps Irish and Portuguese bonds, Switzerland increases Sterling reserves
- The Denial on Housing in Spain
- Hitler and Mussolini rose to prominence as a result of pro-cyclical government economic policy
- The coming revolt against austerity
- [Premium] Daily commentary: On mobile computing
- Fringe Politics in Europe
- Limited Hope
- Chart of the Day: Australian Credit Growth Has Collapsed
- Latam Nationalizations: Dog Bites Man?
- Revisiting predictions on China on debt, growth and crisis
- [Premium] Links 2012-05-12
- On Spain and Europe’s existential crisis
- Why The Yen Rally May Not Last
- [Premium] Daily commentary: On the Manufacturing PMI divergence
- Spain is the New Greece
- Consensus caught out by ISM Manufacturing upside surprise
- [Premium] Daily commentary: The global growth slowdown catches India and Australia
- Chart of the day: US Manufacturing Employment, 1960-2012
- Australian House Prices down 10% from Peak
- Video: Ron Paul vs Paul Krugman
April 2012
- [Premium] Australian house prices down 1.1% Q-o-Q
- [Premium] Euro zone policy may turn to relax 3/60 hurdle and to EuroTARP
- Chart of the Day: Eurozone retail sector’s sharp contraction
- European Growth Pact Begins to Take Shape
- [Premium] Daily commentary: Europe is in a double dip recession
- [Premium] Why the Spanish bailout may be to recap the banks instead of sovereign
- [Premium] Daily commentary: On the lower US nominal GDP growth numbers and the Fed
- Breaking Down First Quarter 2012 GDP Numbers
- Weak GDP Report Pushes Dollar Down Further
- Bill Gross: QE on hold but QE3 would be back on if jobs reports are weak
- Full Text: S&P downgrades Spain two notches
- [Premium] Daily commentary: On Dutch Austerity
- The ECB is on Mars
- OPEC: near record production, spare capacity a concern
- [Premium] Why the EU is temporarily dropping the 3% hurdle
- [Premium] Is shale oil cheap?
- European Policy Shifting Toward Growth Before Key Elections
- [Premium] Expect a weak US jobs report in May
- Chart of the day: US jobs recovered since crisis began by industry
- Japan’s fuel imports driving trade deficit to record
- [Premium] Daily commentary: On Austerity and Britain’s double dip
- EU Restarts Talks With Hungary
- Goldman CEO Lloyd Blankfein on Bloomberg Television
- The Coming European Growth Pact
- [Premium] Tracking My List of Ten Surprises for 2012
- Chart of the day: year over year growth in Greek deposits of non-financial customers
- Bank of Canada: House price-to-income ratio outstrips norm by 35%
- Steve Keen: The Maastricht Treaty is a suicide pact for European leaders
- [Premium] More on Apple’s Fantastic Quarter
- [Premium] Apple almost gets its whisper number
- Chart of the day: Life insurers won’t meet nominal return targets