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On big data and why Google’s Android is winning and fragmentation is no longer a problem
Google's big developer conference began yesterday and we heard a lot of news about what Google has planned over the coming months. However, the big highlights centered around the Android platform. As I have indicated over the past 4 years,…
A view from Belgium, where EC officials are now officially saying austerity will end
The first thing that jumps out at me is the interview with Marco Buti, who says point blank that austerity must end as it is "pointless". That's huge because he is Olli Rehn's right hand man. And Rehn has just confirmed that the EC is…
On the Italian Prime Minister’s view of austerity
Italy's new Prime Minister Enrico Letta is touted as a man who could change the politics of the EU. The Daily Telegraph in the UK even headlines his initial policy speech as "Italian PM Enrico Letta urges move from austerity to growth". But…
Europe again
I am not going to say a whole lot here in this post because I have been writing non-stop about Europe of late. I just want to share the European links with you. I think what the links show is that the European paradigm is in transition from…
Spain’s economy is in tatters
In the wake of the Reinhart-Rogoff controversy, there is certainly going to be a push forward toward stimulus. And Spain is going to be a leading player here. The problem for Spain is that the country is beset by deflationary forces from…
The data coming out of the US have been weak
In his daily commentary today, Andy Lees of the Macro Strategy Partnership noted that, "the US macro surprise index is now -7.90, the European index is -69.20 and the G10 index at -32.8." What he is saying is that the data are weakening and…
The political economy of the euro crisis, part 2
The overarching theme here is that the economy of Europe is in tatters and this is causing a re-think of the policy course. In my view, the political space for the re-think is limited and will ultimately entail some tacked on growth…
The Consolidating World of Technology, Media and Telecommunications
What I am seeing is a second great wave of consolidation in the industry. And by that I mean that every large company is getting into the traditional space of every other large company. Let's go down a sample list of some of the changes…
Buiter: ‘it was clear that Cyprus was a laboratory’
Back to the Willem Buiter interview in Financiëele Dagblad. Here Buiter continues with some comments on Jeroen Dijsselbloem's admission that bail-ins will be the preferred vehicle for conducting rescues going forward so as not to burden the…
The Russian Angle in Cyprus
A lot has been made about the fact that Russian money was in Cyprus and that Cyprus was an offshore tax haven. A lot of people are claiming all of this money is mafia-related or in Cyprus to dodge taxes. And it is this claim, especially in…