Mercer 2018 Quality of Living rankings are out: https://mobilityexchange.mercer.com/Portals/0/Content/Rankings/rankings/qol2018i321456/index.html. Summary of key results:Top 25:Not a single U.S. city makes it into top 25.Highest-ranked U.S. city, …
Some useful links on recent research concerning the relationship between empirical/factual evidence, newsflows and policy discourse in the West:Excellent set of research notes on the topic of decline in quality of analytical and media discourse a…
As I noted in my comment to ECR / Euromoney and in my article for Sunday Business Post (see links here: http://trueeconomics.blogspot.com/2018/05/21518-risk-experts-take-flight-over.html and http://trueeconomics.blogspot.com/2018/05/21528-trouble-…
Euromoney and ECR are covering the story of Italian political risk, with my comments on the rise of populism in Italy and its effects on sovereign risk with respect to the Italian Government formation negotiations: https://www.euromoney.com/articl…
My article for the Sunday Business Post on the continued risk/VUCA from politics of populism to the Euro area reforms and stability: https://www.businesspost.ie/business/trouble-brewing-euro-paradise-416876.
Net margin debt is a measure of leverage investors carry in their markets exposures, or, put differently, the level of debt accumulated on margin accounts. Back at the end of March 2018, the level of margin debt in the U.S. stock markets stood at just …
Bitcoin is just one of the cryptocurrencies, albeit the dominant one by market capitalisation and mining assets deployment. The cryptocurrency is best known for volatility of its exchange rate to key fiat currencies and other commodities, but the more …
What happened to the Euro area current accounts since the introduction of the Euro?Periodically, I update my charts on the Euro effects on the external balances of the EA-12, the original economies of the Euro area. Here are the updates:Considering fir…
I have annotated the timeline of Russia’s GDP per capita from 1992 through forecast (IMF) out to 2023 with the inflation dynamics and presidential terms. For comparison, BRICS ex-Russia GDP per capita dynamics are presented as well.Draw any conclusions…
An intersting (and occasionally covered on this blog) chart via FactSet on earnings and revenue growth for S&P500 constituents based on their exposures to international markets:As the above clearly shows, globally diversified (by source of activity…