2014

Before I get into the details today, I want to note that going forward, I may not have the bandwidth to be able to post on a daily basis. I am going to try. But there are definitely going to be weekdays going forward where I won’t be able…

Today is the time to update you on how my 2014 surprises are faring and why. Just to remind you, the surprise list is based on Byron Wien’s list of ten surprises which he has been conducting for the last thirty years. Surprises are events…

I am back from my summer holiday. There has been a lot of news in the time since I last posted. And the news flow is coming from a lot of different places. So, let me start up again with a post highlighting what I think are some of the key…

By Edward Hugh There has been lot’s of debate in the press and in academic circles over the last week or so about whether Italy’s latest contraction constitutes a triple dip recession or simply a continuation of what’s been going on over…

Japan needs deep seated cultural changes, especially ones directed to greater female empowerment and more openness towards immigration. Japan needs a series of structural reforms – like those under discussion around the third arrow – but…

Below is the video of Richard Nixon closing the gold window exactly 43 years ago today. Hat tip to Raja Korman

I am very interested in the intersection of private debt, financial fragility and economic growth because I believe this intersection is pivotal in understanding whether the secular forces which led to the Great Financial Crisis have been…

China dumps Symantec, Kaspersky Lab from approved vendors - CNET ekathimerini.com | Moody's upgrades Greece by two notches China Services Index Drops to Six-Month Low on Property - Bloomberg We owe five times more than we did in 2008 -…

This week’s economic and market themes piece is going to be a little shorter than usual because I have covered a lot of the major topics earlier in the week. United States. Let’s start with the US. The jobs data today showed 208,000 jobs…

Puerto Rico Power Authority in Deal With Banks to Defer Loan Payments - WSJ Argentina accuses US of judicial malpractice for triggering needless default - Telegraph History Suggests China Is on Verge of Banking Crisis - China Real Time…