Zombie companies

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A tale of two deflations

By |2019-10-10T08:02:08+03:00elokuu 5th, 2019|Central banks, Economic growth, English, Financial crisis, Recession, Zombie companies|

This post has been co-written with Dr. Peter Nyberg. Japanification is a term that has re-emerged recently.  It r...

Kommentit pois päältä artikkelissa A tale of two deflations

Recession cometh

By |2019-10-10T08:07:11+03:00maaliskuu 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+03:00maaliskuu 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)

The failing engines of global growth

By |2019-10-10T08:11:26+03:00helmikuu 17th, 2019|Central banks, China, Economic growth, English, Global economy, Zombie companies|

The global slowdown has been much discussed lately. A slowdown in Europe and China was considered to be the main reason for the December stock market rout combined with the balance sheet normalization (QT) program of the Federal Reserve. What is behi...

Kommentit pois päältä artikkelissa The failing engines of global growth

Turkey: A harbinger of a global debt crisis?

By |2018-11-01T23:48:19+03:00elokuu 16th, 2018|Central banks, Emerging markets, English, Financial crisis, Global economy, Zombie companies|

The economic crisis brewing in Turkey seems to have surprised [...]

Kommentit pois päältä artikkelissa Turkey: A harbinger of a global debt crisis?

Zombies and the end of the ‘global synchronized recovery’

By |2018-11-01T23:50:40+03:00huhtikuu 18th, 2018|Central banks, English, Global economy, Growth forecasts, Zombie companies, Zombies|

Several economic indicators have turned to the south at the [...]

Kommentit pois päältä artikkelissa Zombies and the end of the ‘global synchronized recovery’