Global Letter – You wouldn’t want to start from here

Macro Series

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The policy challenges facing the advanced economies are daunting, and many will fail to deliver. No holds barred Fiscal and monetary policy were loosened rapidly and often unconventionally in response to the COVID-19 pandemic and the stringent containment measures taken to bring it under control. Public sector deficits and debt burdens have ballooned to unprecedented peace time levels, yet interest rate term structures have declined to historical, frequently sub-zero, lows as central bank balance sheets were encouraged to expand with little thought of constraint. The impact of these extraordi
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Global Letter: Groundhog day in Turkey

( 4 mins read ) Turkey has once again succumbed to some of its all too familiar failings. Plus ça change, plus c’est la même chose We at Llewellyn Consulting have long argued that some economies behave as if they

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Comment: The importance of inflation expectations

( 9 mins read ) Inflation has been under control for several decades and is historically low. But opinion is now divided: some fear enduring ‘lowflation’; others price instability. Much will depend on the future dynamics of inflation expectations. For

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Comment – Default Options

( 11 mins read ) The world’s poorer nations are confronted by sharp recessions that threaten to endure. Poverty and inequality are rising rapidly, reversing earlier global income convergence. Public finances are coming under growing duress, and debt distress is

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Global Letter – Cold realities

( 4 mins read ) Press play to listen Broader ramifications of COVID are set to come into sharper relief, not least in the UK. Tough economic times coming Commentary in today’s 24/7 news world tends to be intrinsically incremental.

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Aggregate demand policy in a time of COVID

( 21 mins read ) Press play to listen Large increases in government expenditure generally necessitate restraint elsewhere However at present significant resources are lying idle: no such sacrifice is needed Hence increases in government exenditure currently need not be

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Focus – Abenomics is found wanting

( 14 mins read ) Press play to listen The record of Abenomics is at best mixed, and at worst a chronicle of failure. Overall growth potential is minimal, lowflation embedded, and vulnerability to shocks high. Orthodox macro policy is

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Economics Risks

( 6 mins read ) Viral resurgences further set back incipient recoveriesBalance sheet distress intensifies, not least in the EMsFiscal policy support is withdrawn too soonReal activity takes several years to return to recent highsNear-zero inflation becomes embedded in the

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Comment: Britain and the tyranny of nostalgia

( 11 mins read ) Press play to listen Britain has now been in relative economic decline for the better part of 150 years.Many of the reasons for this were first identified as long ago as the Victorian era.Pyrrhic victories

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Comment: Money talks

( 9 mins read ) Press play to listen Monetary growth has accelerated, prompting inflation warnings from Monetarists The pick-up reflects extraordinary policy interventions in response to the pandemic Demand for money balances has risen too, although the surge appears

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[ACTIVIDAD ECONÓMICA]

🔶En septiembre la actividad avanzó 1.9% mensual, aunque todavía se encuentra 7% por debajo del nivel de febrero

🔷En términos interanuales, la caída se moderó hasta 6.9% (11.8% en ago)

🔶La contracción acumulada hasta septiembre fue de 11.9%

@kiguel

Busqueda laboral #Jewitter

Desde Judaica Norte estamos buscando un coordinador de Juventud para Marzo 2021:

- 10 horas semanales.
- Preferencia de la zona (movilidad propia excluyente).
- Experiencia como Madrij/Rosh.

Si conocen alguien que me escriba por MD.

Para el turno mañana, ya esta disponible el episodio #30 de la Economía en 3 minutos. Esta semana "Los impuestos más locos del mundo". La creatividad argentina para crear impuestos está intacta. Ya casi es adicción.

https://open.spotify.com/embed-podcast/episode/5cwzFoWW7TjrbWY4ey67AU

EL ICG DE LA @UTDITELLA AUMENTA 1,4% EN NOVIEMBRE

El Índice de Confianza en el Gobierno (ICG) elaborado por @UTDT_Gobierno a partir de datos generados por @Poliarquia_ registra 2,02 puntos, avanzando 1,4% en el último mes. El índice crece 2% en términos interanuales.

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