China and the US, The New Sleepwalkers?
A timely article from The Irish Times outlines a decidedly negative turn in geopolitics which is currently taking place. Diplomatic…
The 90% economy that lockdowns will leave behind
An interesting article in The Economist that suggests that the post-crisis economy that is currently emerging will be fundamentally different…
All Set for Take-Off, But When?
The industry’s outlook grows darker by the day. The scale of the crisis makes a sharp V-shaped recovery unlikely. Realistically,…
Stephanie Kelton on Modern Monetary Theory
Lunch with the FT features s one of the leading advocates of Modern Monetary Theory (MMT), the idea that if…
Negative Yield Curves & Recessions!!
According to Cam Harvey's model, the economy usually enters recession 12 months after first turning negative. With the initial inversion…