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In Bernanke we Trust

posted to Alpha.Sources blog on Sat 18th May 13

Do you feel it too … The air of complacency that has engulfed financial markets and policy makers in the last month. With inflation falling and even the spectre of deflation now returning as a market meme as well as stubbornly weak growth, more stimulus
The Dash for (negative) Yield at Wal-Mart

posted to Alpha.Sources blog on Mon 8th Apr 13

The idea of going for yield makes perfect sense; it is being encouraged by the wardens of our monetary system, it has continued to make a lot of money even as economic uncertainty has increased and despite trolls calling for a bubble in fixed income markets
When Safe Havens Fall

posted to Alpha.Sources blog on Sun 24th Feb 13

By far the most important bit of economic news this week came in well after Europeans had closed down for the weekend in the form of Moody's decision to cut the UK's credit rating. It was important because it added some colour to why GPBUSD crashed through

To Be or Not to Be ... a Member of the Eurozone?

posted to Alpha.Sources blog on Mon 7th Apr 08

In times of market turmoil such as these otherwise relevant and important news often get caught in the maelstrom of incoming data. Whether this is the case here I am not sure. In any event, I think that the following small snippet (the rest is behind the firewall)
Danske on Eurozone Debt - The Peril of Internal Devaluations

posted to Alpha.Sources blog on Wed 6th Jan 10

This is really a follow-up on my earlier piece today and my last 2009 piece on Eurozone imbalances and internal devaluation. In particular, I want to point you towards two things. Firstly, Edward has, no doubt after a long hard thought, come to the conclusion
The Carry Trade and the Global Monetary Credit Transmission

posted to Alpha.Sources blog on Mon 25th May 09

Daedalus warned his son not to fly too close to the sun, nor too close to the sea. Overcome by the giddiness that flying lent him, Icarus soared through the sky curiously, but in the process he came too close to the sun, which melted the wax. Icarus kept flapping

Links for 09-03-2012

posted to Economist's View on Mon 3rd Sep 12

Mitt Romney, Weaponized Keynesian - Paul KrugmanDrag from State and Local Governments - Calculated RiskA Citadel of High Economics Turns Fifty - Economic PrincipalsDrill, Baby, Drill as Fiscal Stimulus - pglEverybody Does It - Paul KrugmanMike Huckabee Lies
Links for 2012-03-05

posted to Economist's View on Mon 5th Mar 12

Microfoundations and the Speed of Model Development - mainly macroStimulus Denial, Part N - Paul KrugmanThe Changing Multiplier Since 1925... - Brad DeLongThe Wealth of Nations Turns 236 - Economic IncubatorWhat We Are Telling Ourselves ... - Economic PrincipalsHaugen's
Comment on Matthew Elderfield on Mortgages by paul quigley

posted to Comments for The Irish Economy on Sun 4th Mar 12

@ Colm Brazel Powerful analysis. It is a certainty with such a model that the euro will failIt has almost certainly already failed. http://clausvistesen.squarespace.com/alphasources-blog/2012/2/28/variant-perception-a-primer-on-the-euro-breakup.htmlDraghi is,