Category Archives: Economics

The three gluts – FT

Posted on January 13, 2015 by macromon

Government borrowing costs in developed countries continue to fall with Japan’s five-year bond yields hitting zero. Three gluts are behind these low yields, as Morgan Stanley’s Joachim Fels explains to capital markets editor Ralph Atkins. The latest global markets overview … Continue reading →

Posted in Economics | Tagged | Leave a comment

Hall of Mirrors – FT

Posted on January 9, 2015 by macromon

The FT’s John Authers talks to Barry Eichengreen of the University of California at Berkeley about his new book on the differences between the Great Recession and the Great Depression, and the uses and abuses of history. Click here for … Continue reading →

Posted in Economics, Video | Tagged , , | Leave a comment

Martin Wolf on global debt overhang

Posted on January 6, 2015 by macromon

FT chief economics commentator Martin Wolf discusses global debt sustainability with Gavyn Davies, chairman of Fulcrum Asset Management. They point out the improving situation in the US and UK, but are concerned about the eurozone periphery and China. For more … Continue reading →

Posted in Economics | Tagged , , , | Leave a comment

FT predictions for 2015

Posted on December 31, 2014 by macromon

Leader writer James Blitz discusses with Vanessa Kortekaas the FT’s big predictions for 2015 – on everything from politics and house prices to oil and Bitcoin. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video … Continue reading →

Posted in Economics | Tagged , | Leave a comment

Reading the 2014 flows – FT

Posted on December 28, 2014 by macromon

Investors this year have been keen on the US but have given up on Europe. Markit analyst Simon Colvin explains to capital markets editor Ralph Atkins that despite this, delving into more granular ETF flows, investors were less risk averse, … Continue reading →

Posted in Economics, Video | Tagged , | Leave a comment

France tries to sell a new revolution – FT

Posted on December 8, 2014 by macromon

Four-day conference at the Grand Palais showcases French business achievements but worries over the country’s competitiveness persist. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

Posted in Economics | Tagged , | Leave a comment

U.S. Q3 GDP Growth Revised Up to 3.9%

Posted on November 25, 2014 by macromon

The revision to U.S. Q3 GDP growth came in better than expected.   The BEA reported this morning, Real gross domestic product — the value of the production of goods and services in the United States, adjusted for price changes — … Continue reading →

Posted in Economics | Tagged , , | Leave a comment

U.S. service sector business activity slows

Posted on November 24, 2014 by macromon

Markit reported its flash PMI for the U.S. service sector this morning, coming in at 56.3 and softer than the expectation of 57.3, The seasonally adjusted Markit Flash U.S. Services PMI™ Business Activity Index – which is based on approximately … Continue reading →

Posted in Economics | Tagged | Leave a comment

Ifo Business Climate in Germany

Posted on November 24, 2014 by macromon

The Ifo Business Climate Index for industry and trade in Germany rose in November to 104.7 points from 103.2 points in October. The business climate previously deteriorated six times in a row. Assessments of the current business situation are slightly … Continue reading →

Posted in Economics | Tagged | 1 Comment

Weekend Lecture: Structural Opportunities in the US Economy

Posted on November 21, 2014 by macromon

Speaker: Jason Furman Chair: Professor John Van Reenen Recorded on 5 November 2014. Jason Furman’s talk will focus on the three major structural opportunities that he sees in the US economy: the slowdown in health costs; the boom in energy; … Continue reading →

Posted in Economics | Tagged , , | Leave a comment