What is going on?

Looking at the status of the G20 economies, one might say nothing works. Keynesianism taken extreme has led to negative interest rates, moderate unemployment and no growth. Neo-liberalism generated uncontrolled banks, opinionated leadership and polarization of welfare. Trickle down economics do not work at all, especially if we look at the African or the Latam economics. Even the Chinese market-oriented […]

Why the Housing Market in Anglo-Saxon Countries Will Further Boom

Recently I was reading an interesting article on The Economist about the UK housing market. Whilst I do not agree with 100% of it (after all, the real estate markets have gone through various historical cycles), it is a well-argumented read. It basically says that whilst subventions via free land for the constructors might help, the housing market still has […]

New Deal Means A Sort of Old Liberal Keynesianism

Yesterday I noticed an interesting trend on the financial investments blogs – many started to talk recently about a New Deal. Which is normal, don’t get me wrong – with stagflation and investments decimated in the US, with the BRIC markets trailing behind expectations and a sluggish Europe, things look hardly “rainbowy” for the global asset managers. Which of course […]

Next Financial Crisis

I was reading these days several articles in the financial press. All is so quiet… dangerosuly quiet. Wall Street Journal, Financial Times, LA Times, Forbers etc they are all silent about what the banks are doing or what other financila insitutions are up to. To me, this means only trouble brewing. Economic data for US looks slightly promissing and the […]