Global Macro

More finance is the wrong medicine for growth
Dr Andreas Dombret, Member of the Executive Board of the Deutsche Bundesbank, has delivered a fantastic speech entitled More painkillers, please?
Leith van Onselen
16
Mining GFC is dead, long live the Mining GFC!
Today it feels like markets have declared the Mining GFC at an end.
David Llewellyn-Smith
1
Housing’s “deadly embrace” in financial cycles
Leith van Onselen
6
Mining GFC doused as commodities roar
The Mining GFC was heavily doused last night.
David Llewellyn-Smith
Oil diverges from Mining GFC
Mining GFC correlations are beginning to break.
David Llewellyn-Smith
3
Links 12 April, 2016
Ritualised Forms
4
Mining GFC doused by resurgent oil
The Mining GFC was doused again Friday night.
David Llewellyn-Smith
2
Six things a tax haven expert learned from Panama Papers
Cross-posted from The Conversation: The Panama Papers is a treasure trove of information on the activities and clientele of a large, but not atypical law firm operating in an offshore financial centre.
Leith van Onselen
29
Mining GFC smashes into quantitive failure
Not a pleasant night for the Mining GFC observer.
David Llewellyn-Smith
23
Mining GFC hosed by oil rebound
A dovish Fed and an oil rebound hosed the resurgent Mining GFC last night.
David Llewellyn-Smith
1
How does bank capital affect mortgage supply?
By Leith van Onselen The Bank for International Settlements (BIS) – the central banks’ central bank – has released a wonkish new working paper examining how bank capital affects the supply of new mortgages, drawing from evidence from a randomised control experiment using the mortgage market in Italy.
Leith van Onselen
4
Mining GFC rises again
The Mining GFC rose again last night as oil continues to fuel volatility.
David Llewellyn-Smith
3
Panama Papers: the nuts and bolts
Cross-posted from The Conversation: The reporting of the Panama Papers – which has been based on a massive global analysis of documents leaked from law firm Mossack Fonseca outlining how the world’s elite use tax havens – is a remarkable feat of collaboration which builds on several trends in investigative journalism.
Leith van Onselen
41
Mining GFC reignites as oil breaks
It’s back.
David Llewellyn-Smith
2
Fatties overtake skinnies worldwide
From Bloomie: The past 40 years have seen an unprecedented increase in the number of obese adults worldwide, climbing to about 640 million from 105 million in 1975.
David Llewellyn-Smith
37
Mining GFC smoulders on solid US jobs
David Llewellyn-Smith
Weekend Links 2-3 April, 2016
Ritualised Forms
298
Overpopulation isn’t being felt everywhere
Cross-posted from The Conversation: The past century has been one of unprecedented global population growth.
Leith van Onselen
19
Yellen in the wind
Fed Chair Janet Yellen gave a very dovish speech in New York overnight, sending stocks, bonds and anything undollar blazing higher on a wave of delight as risk realised the Yellen (shot)Put is alive and well!
Chris Becker
9
Links 30 March, 2016
Ritualised Forms
13
Negative interest rates – are there any positives?
Cross-posted from The Conversation: Some say that economics is “the dismal science” and perhaps this is because many economic theories do not seem to work in practice.
Leith van Onselen
14
Could a 137 year-old equation explain financial collapse?
Leith van Onselen
18
Easter links March 25-28, 2016
Ritualised Forms
334
Mining GFC reignites
European ISIS attacks have reignited the Mining GFC.
David Llewellyn-Smith
10
Why the whole world has turned angry
Some great stuff here from Bloomberg on why everyone, everywhere has turned angry:   Das Kapital anyone?
David Llewellyn-Smith
88