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Yearly Archives
2014
Why T-Mobile’s John Legere will continue to shake up the telecom industry
I have developed a great respect for T-Mobile as a wild card in the mobile space. Their actions as the smallest of the 4 major US mobile carriers are having implications both in terms of telecom pricing and revenue models and in terms of…
ECB Preview: Mostly Thunder, Little Rain
By Marc Chandler
The ECB meets tomorrow. There is much consternation among many observers over the ECB's reluctance to recognize what they see as a potent deflationary threat. With the US economy gaining momentum and GDP per capita set to…
Secular stagnation III –minus the irony
Larry Summers’ take on secular stagnation looks like it will be the flavour of the month for American economists for the foreseeable future, I have to take it more seriously. Hence this more serious post for my first column in…
Europe is in a recovery as Spain demonstrates uptrend
When the Eurozone moved toward the backloaded austerity paradigm, last Spring, I started to change my tune on Europe. In June, I wrote that we should watch second derivatives in the Eurozone, because the change in change numbers are a…
Tightening into frothy markets in the asset-based economy
On Friday, I read a post on the New York City housing market that got me to thinking about how we view interest rates and their effect on credit markets. Traditionally, we view higher interest rates as a net tightening and slowing of the…