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Wednesday, 3 August 2016

Blog Has Moved

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I have moved this blog to my new website   http://coldwatereconomics.com. You can find the latest updates here: http://www.coldwaterecon...
Sunday, 24 July 2016

The New Normal and Global Flattening

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Much has been written about the ‘new normal’ as the long, grinding and stubbornly acyclical expansions which have characterised the US, the ...
1 comment:
Tuesday, 5 July 2016

UK Economy's Vulnerability and Resilience

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The impact of Brexit on the UK economy in the long term is, obviously, incalculable, and will remain so, since it is currently a world of in...
Monday, 27 June 2016

Reflections on the Revolution in Britain

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“By the deep cultural instinct of a free people, this amazing, unprecedented restoration [of parliamentary accountability] was accepted wit...
Friday, 3 June 2016

Time to Take China's Official PMIs Seriously

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China’s PMIs, compiled monthly by the China Federation of Logistics and Purchasing, are among China’s most useful monthly indicators,  as th...
Friday, 13 May 2016

China's Frantic Policy Pulse and the Inflation Threat

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The recent stop-start yo-yo of China’s monetary policy reflects not just the attempt to keep policy loose enough to stabilize the economy wi...
7 comments:
Tuesday, 10 May 2016

China's Balance of Payments - The Gaps Telling the Story

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China has published its 1Q balance of payments data, and it’s fairly obvious that the most interesting element of them is the billions of do...