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Daily
Daily: The Apple vs. Samsung verdict will probably not stand
The big news is still Apple vs. Samsung. The lead story here from Groklaw is very interesting because it credibly identifies reasons why the jury's verdict was flawed legally and why that will give Samsung the right to appeal. The key was…
Daily: The Apple-Samsung verdict doesn’t alter the macro picture in mobile
I am a macro guy and so I usually discount the importance of single events when thinking about the bigger picture. That said, this is a momentous decision and a stunning defeat for Samsung. And it should be clear that Samsung was copying…
Daily: Here’s why Portugal will miss its deficit targets in 2012
Note: I missed a few articles here, so I may be updating this post with them later today. Or I may put them in the next daily links post
As I said last year about the Troika's coming occupation of the periphery, none of these countries is…
Daily: On the coming euro bank bailout
I just wrote up a post on Goldman's thoughts on coming ECB policy moves. Goldman's musings are credible because the author is their chief European economist, who was until a year ago at the top of the ECB's Monetary Policy Stance Division.…
Daily: Dutch house price declines steepest on record
The accelerating decline of Dutch house prices puts the Netherlands into a group with the US, the UK, Spain, Ireland and the Baltics that have seen housing bubbles pop as a result of the Great Financial Crisis. Dutch house prices are now at…
Daily: The ECB’s sovereign debt monetisation
The big theme in today’s links is the ECB yet again. With the interview with Joerg Asmussen out, backing Mario Draghi’s previous statements, it is now more clear than ever where this is headed in Europe. The lead story here from Ambrose…
Links: Europe’s never ending crisis – ECB and Italy, Spain, Slovenia, and Greece
Here’s round two of the links, this time on Europe. It is mostly about the ECB and the rumours about unlimited liquidity. I have already written about this twice today so I won’t say any more. But I will note the Reuters article on how…
Links: On declining corporate earnings, technology, and the US economy
The fact that earnings are declining at US companies should not be a surprise given the decline I reported in earnings on the national income and product accounts for Q1. But now reported earnings are showing year-on-year declines for the…
Canada is not the model
Tim Duy has an interesting piece out that dovetails with something I had been saying in the comments here just yesterday. It has to do with austerity as an economic policy response in this post-crisis world. According to Bloomberg News,…
PwC: European banks are sitting on 1.05 trillion euros of non-performing loans
A study of European banks by the consultancy Price Waterhouse Coopers is making the rounds in the German-language press. I haven't seen the study itself but it is communicated by PwC in Frankfurt earlier today. Hence the interest in…