Timing is not in the Fed’s Favor (for a rate rise in September)
An article in yesterday’s US print edition of the FT and one in the Wall Street Journal calls into stark contrast the risks the US government is facing. Just at a time that China, fully representative...
View ArticleClik here to view.
How IT-based Productivity MIGHT Evolve in the next few Years…
I was reading this week’s US print edition of the Economist and of course I was drawn to several articles: The Never Ending Story: First America, then Europe. Now the debt crisis has reached emerging...
View ArticleEconomic Growth – The Promise of Information and Technology
In last week’s Economist there was an article that quite simply drew me in. The Free Exchange article was titled, “Root and Branch-Economists understand little about the causes of growth“. The...
View ArticleThe Good and Bad News about Investment (in Technology) in America
This week’s leader in the Economist is titled, “A Boom Like No Other”. It is a critical review of the promise and progress of Donald Trump’s administration and its efforts to unleash an economic...
View ArticleBook Review: The Economics of Brexit
Book Review: The Economics of Brexit – A cost-benefit analysis of the UKs economic relationship with the EU, Philip B Whyman and Alina I Petrescu, Palgrave Macmillan, 2017. You may remember that in the...
View ArticleForecasting a Recession?
There is increasing talk in the mass media of an economic slowdown. It even pops up in general conversation at dinner with colleagues and even clients. It is clearly a concern for many. But is a...
View ArticleYour Assumptions for 2020, Plan B and War Games
What are the assumptions you use to base your plans for 2020? It probably makes sense to be clear what assumptions underpin your plans for the coming year. After all, you need some foundations in...
View ArticleThe Difference between Supercycles and Short Cycles and their Implications
Two articles in this this weekends’ US printed edition of the Wall Street Journal brought into sharp contrast for me the differences and impact of short cycles and really long cycles. The two articles...
View ArticleWhere is the Economy Headed?
A lot can happen in a month. In fact the factors buffering the business cycle seems to more acute and more dynamic than ever. To say that continuous change is the new normal would be old hat. But it’s...
View ArticleClik here to view.
The Death of Innovation
I browsed my copy of the Wall Street Journey the other day and I stopped on the Personal Journal section. The front page of that section heralded, “Best Tech Gifts 2022“. I had little choice; My well...
View Article
