Category: Europe

Why we can’t just blame rising inequality for the growth of populism around the world (The Conversation, 4 min read)

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Central Bank Equity Purchases: An Idea Whose Time has Come (Roger Farmer’s Economic Window, 2 min read)

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China’s Investment in Africa: What the Data Really Says, and the Implications for Europe (Bruegel, 4 min read)

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Five Countries in the Eastern Mediterranean are Shaking Up Europe’s Energy Map (The Conversation, 4 min read)

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Ursula von der Leyen Nominated to Lead European Commission – But Will She Be Tougher on China? (SCMP, 4 min read)

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Guide to the Markets Report, Q3 2019 (J.P. Morgan, Report)

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Growth Is Good, But Not Inflation

With today’s raft of service PMIs, there are more signs of stabilisation in the global growth cycle (both China and European indices bounced). There remain lingering concerns around the manufacturing cycle, especially in Europe, but the larger issue could be falling inflation. Indeed, US inflation expectations (as priced by rates markets) plunged towards the end […]

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Germany, Startups, and Inflation

Some useful perspectives on Germany. Here’s an excerpt: ” Foreign drivers in Germany are often excited about the unchecked speed limits on the Autobahn. But in my rental car, I was most surprised by the well-controlled traffic within cities. Unlike in the U.S., where traffic lights are positioned high in the air in the middle of […]

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