Monthly Archives: maaliskuu 2019

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Recession cometh

By |2019-10-10T08:07:11+02:00maaliskuu 27th, 2019|Bonds, Central banks, China, Credit, English, Global economy, Growth forecasts, Recession, Zombie companies|

Errata in the third paragraph ("steepening" -> "flattening") corrected in 04/08. Yield curve inversion has spooked the markets. In all honesty, it should not have come as a surprise. After the Federal Reserve pivoted early January and ...

Kommentit pois päältä artikkelissa Recession cometh

The dangerous zombie infestation (of the world economy)

By |2019-03-13T13:25:17+02:00maaliskuu 11th, 2019|Economic growth, English, Financial markets, Global economy, Zombie companies|

It is estimated that over 14% of companies in the [...]

Kommentit pois päältä artikkelissa The dangerous zombie infestation (of the world economy)

Q-review 1/2019: Miksi globaali talouskasvun malli on hajonnut

By |2019-03-05T10:08:31+02:00maaliskuu 5th, 2019|Keskuspankit, Suhdanne-ennuste, Zombies|

Maailmantalous yskähti vakavasti viime vuoden lopulla. Kompurointi kertoi nykyisen noususuhdanteen [...]

Kommentit pois päältä artikkelissa Q-review 1/2019: Miksi globaali talouskasvun malli on hajonnut

Q-review 1/2019: Why the global growth model is broken

By |2019-03-05T20:47:16+02:00maaliskuu 5th, 2019|Central banks, Credit, Economic growth, English, Eurozone, Global economy, Growth forecasts, Stock market, USA|

For some years now, we’ve been very wary of the [...]

Kommentit pois päältä artikkelissa Q-review 1/2019: Why the global growth model is broken