Category Archives: Economics

Misplaced Policy Thinking – $1 trillion infrastructure build

As the stock market celebrates  and is downright giddy over the prospect of a massive fiscal expansion through a one trillion dollar infrastructure build,  we are less sanguine and propose a different and more long term policy track. The U.S. … Continue reading

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George Magnus: Round the world economy – FT

(click here if video is not observable)

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Economic spring in the US? – FT

John Authers picks over a mass of data to begin the second quarter, including jobs, manufacturing surveys, and corporate earnings. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

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ECB’s bond buying explained – FT

ECB’s plans to purchase private sector debt in focus The ECB surprised investors with its unconventional methods of reinvigorating eurozone growth. Rochelle Toplensky, the FT’s markets reporter, explains. For more video content from the Financial Times, visit http://www.FT.com/video (click here … Continue reading

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A new hope – FT

John Authers reports on a respite for world markets, as data from the eurozone and the US raise hopes after a bad week. Filmed by Donell Newkirk. Edited by Paolo Pascual. For more video content from the Financial Times, visit … Continue reading

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Is stagnation destiny? – FT

Stag is a certainty, either in the form of stagflation or stagnation, according to UBS’s Lutfey Siddiqi. He tells John Authers why and also explains that technology may not help avoid this gloomy outlook and could even make it worse. … Continue reading

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Citigroup U.S. economic surprise index

Source:   Humble Student of the Markets

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US economy — on the road to recovery? – FT

America’s economy is motoring again, and the Federal Reserve is expected to raise interest rates for the first time since 2006 — but the timing is uncertain. Is the real economy ready for a rate rise? US economics editor Sam … Continue reading

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Economic warning lights flash – FT

Poor US retail sales are merely the latest sign of weakness, with warning lights flashing in South Korean exports and semiconductor shares. James Mackintosh, investment editor, examines to what extent markets are prepared. For more video content from the Financial … Continue reading

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Italy’s economic renaissance? – FT

Italy is seeing growth after a long recession. Luigi Speranza, co-head of European economics at BNP Paribas, tells the FT’s economics correspondent Ferdinando Giugliano what’s driving the recovery and whether the country is finally leaving behind chronic low growth. For … Continue reading

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