BoE: “super Thursday” and inflation overshooting

The BoE’s first “super Thursday” has come and gone, with most of the commentary since suggesting it wasn’t quite so super after all. But I actually thought there was a lot of important messages from the press conference and supporting materials. I will go through my key takeaways below, but I thought it was first worth … More BoE: “super Thursday” and inflation overshooting

EM: The Troubled Three

At the October 2013 IMF meetings, much of the talk was of the Fed taper tantrum and the knock-on effect to emerging market economies (EMEs). At around that time Morgan Stanley economists came up with a catchy name for those EMEs who looked the most vulnerable to a significant correction – the Fragile Five. At that time … More EM: The Troubled Three

EU: Greece and the road to an ever-closer Union

For the past couple of months I have resisted the temptation to write about the Greek situation. In part, because it has so completely dominated other blogs/Twitter that there didn’t seem to be much value in adding another voice to the cacophony, and in part because I just felt a bit fatigued by the whole thing (I … More EU: Greece and the road to an ever-closer Union