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Category Archives: Economics
Is stagnation destiny? – FT
Stag is a certainty, either in the form of stagflation or stagnation, according to UBS’s Lutfey Siddiqi. He tells John Authers why and also explains that technology may not help avoid this gloomy outlook and could even make it worse. … Continue reading
Citigroup U.S. economic surprise index
Source: Humble Student of the Markets
US economy — on the road to recovery? – FT
America’s economy is motoring again, and the Federal Reserve is expected to raise interest rates for the first time since 2006 — but the timing is uncertain. Is the real economy ready for a rate rise? US economics editor Sam … Continue reading
Economic warning lights flash – FT
Poor US retail sales are merely the latest sign of weakness, with warning lights flashing in South Korean exports and semiconductor shares. James Mackintosh, investment editor, examines to what extent markets are prepared. For more video content from the Financial … Continue reading
Italy’s economic renaissance? – FT
Italy is seeing growth after a long recession. Luigi Speranza, co-head of European economics at BNP Paribas, tells the FT’s economics correspondent Ferdinando Giugliano what’s driving the recovery and whether the country is finally leaving behind chronic low growth. For … Continue reading
Greece debt crisis deepens – FT
The FT’s Gideon Rachman and Tony Barber discuss the deepening Greek debt crisis, focusing on the IMF’s pullout from talks, the increasing difficulty Greece faces to pay public sector workers and its growing isolation in negotiations with creditors. For more … Continue reading
Europe’s investment paradox – FT
The eurozone has grown faster than the US, but despite improved economic conditions there is little sign of companies increasing investment. Sarah Gordon, FT’s business editor, asks Deloitte’s Chris Gentle why executives are still being cautious. For more video content … Continue reading
How The Economic Machine Works – Ray Dalio
Created by Ray Dalio this simple but not simplistic and easy to follow 30 minute, animated video answers the question, “How does the economy really work?” Based on Dalio’s practical template for understanding the economy, which he developed over the … Continue reading
Japan’s Economic Revival – Stratfor
Stratfor East Asia Analyst John Minnich and Managing Editor Ben Sheen discuss Japan’s recent economic and domestic revival, its relations with the U.S., and the Trans-Pacific Partnership. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)
Chart of the Day: Punk Business Spending
This chart from IBD really captures the sluggishness in the U.S. economy. Core capital goods order, a proxy for business investment spending, fell for the seventh straight month. (click here if chart is not observable)
Global Macro Monitor 