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My interview on Radio Free Europe about Ukraine/Russia

My interview on Radio Free Europe about Ukraine/Russia

As geo-political tensions continue to increase and all eyes are on Ukraine I have been very busy analysing and talking about the impact on the markets and the global economy.

Who is regulating the regulators?

Who is regulating the regulators?

I just found a reference to this sensational new Working Paper - "Stock Picking Skills of SEC Employees" - by Shivaram Rajgopal and Roger M. White. This is the abstract:

Book of the day - "Fragile by Design"

Book of the day - "Fragile by Design"

I have waited for this book for a while, but yesterday it finally arrived in the mail. It is Fragile by Design by Charles Calomiris and Stephen Haber.

A Crimean style aggregate supply shock

A Crimean style aggregate supply shock

It has been a busy couple of weeks for me. It is events in particularly Ukraine, Turkey and partly Venezuela that have kept me very busy so there has not been much time or energy for blogging.

Wolfgang is right - bold action needed in the euro zone to avoid deflation

Wolfgang is right - bold action needed in the euro zone to avoid deflation

Wolfgang Münchau has a good up-ed on the risk of deflation in the euro zone, while I do not agree with everything Wolfgang says I think he is 100% right about the significant risk of deflation in the euro zone and that bold policy action is urgently needed to curb deflationary pressures in the euro zone.

I Am An Ukrainian

I Am An Ukrainian

My readers have to excuse me, but these days I can't think about monetary policy. What is on my mind is the terrible events in Ukraine. I have for the past 15 years spend a lot of time in Central and Eastern Europe. I have seen the miracle of a country like Poland. But I have also seen how the people of Ukraine have been cheated by their corrupted and criminal politicians from seeing the same kind of progress as their neighbours in Poland.

The risk of Chinese monetary policy failure

The risk of Chinese monetary policy failure

Back in October 2012 I wrote a blog post on what I called "My favourite Chinese monetary graph". In this post I am returning to this topic as I think the monetary developments in China has become increasing worrying.

Kazakhstan's wise devaluation

Kazakhstan's wise devaluation

I am in Stockholm today, but it is not the Swedish economy which is on my mind - rather it is Kazakhstan. On Tuesday the Kazakhstani central bank devalued the Kazakh tenge by 19%. This is what I have said about the issue another place:

The Cedi Panic: When prayers don't work you go for currency controls

The Cedi Panic: When prayers don't work you go for currency controls

The Ghanaian cedi has lost more than 30% against the US dollar over the past year and the sell-off in the currency has escalated since the beginning of the year as the Ghanaian markets have been hit by the same turmoil we have seen in other Emerging Markets.

The Colombian central bank should have a look at the Export Price Norm

The Colombian central bank should have a look at the Export Price Norm

Yesterday I wrote a short blog post praising Colombian central bank governor Jose Dario Uribe for not fighting ten weakening of the Colombian peso. This post is a follow-up post. It is slightly less positive about the performance of the Colombian central bank, but I also give some policy advise (for free!) to Uribe and his colleagues.

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