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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DABERIAM XC

While the UK is in the grip, or should I say, smokescreen of the election campaign, it has become apparent to me that politics and economics have become detached. The lack of leadership of the two major parties and the paucity of political philosophy from both has allowed, even encouraged, a proliferation of parties led by “characters”...

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DABERIAM LXXXIX

Nothing has changed in my view of Europe since the pessimistic comments in January. The EU’s fiscal regulatory regime and credibility continues to be undermined...

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DABERIAM LXXXVIII

My last comments in November were somewhat pessimistic, particularly with regard to Europe, and this pessimism grows. It is now clear that the European Central Bank has finally capitulated to implementing Quantitative Easing...

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