Archive for December, 2015

The Global Inventory Overhang / Recession Risk

8th December 2015

The prospects for the world at the beginning of this year were once again over-hyped and overall aggregate demand trends have under delivered. For example, it was forecast that there would be a revival in US, Japanese and even European…

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The End of Abenomics?

2nd December 2015

Abe’s reign has failed to produce either the real economic, nominal or fiscal results that had been envisaged. The weak Yen has collapsed world trade prices, hasn’t recovered domestic capital spending, is unlikely to generate more nominal GDP inflation and…

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Europe after Paris

2nd December 2015

After Friday 13th tragic events, France and Europe have a number of responses to prioritise, such as; tighter defence, stronger security and a greater need for an economic recovery. The importance and effects of these will differ between the various…

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