DABERIAM XCVI

The Year of the Fire Monkey, 2016, has started with stock market turmoil and paralysis in the central banks. Economic indicators are pointing all over the place and economic commentators, faced with no consistency in the short term indicators, are failing to come up with any cohesive or consensual opinion on what is happening...

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DABERIAM XCV

After the horrendous events of November, December has, thank goodness, been largely uneventful on all fronts. The world continues to trudge along in a marginally deflationary economic environment, something not experienced since the 19th Century...

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DABERIAM XCIII

Since August, the world seems to be spinning along in a happy state of political muddle. It’s difficult to see any change in the macro economic world, yet newspapers and pundits are full of reports, concerns, worries, etc...

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DABERIAM XCII

Most of July was spent in California and China – two economies at extreme ends of the business cycle. As I mentioned in June, the current Chinese leadership embarked several years ago on the reorientation of their economy...

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DABERIAM XCI

Much water has flowed under many bridges since April but, to mix metaphors, there are also what one could call stagnant pools! In no particular order, in the stagnant pool category, Greece is clearly the top contender...

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