Friday, January 5, 2018

Moving Blog Location

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New Year, new address and look for my blog. The new address is http://antoniofatas.blogspot.com If you have been subscribing to this blog,...
Thursday, December 29, 2016

Make the Risk Premium small again

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In one my previous posts I looked at the stock market valuations in the US to conclude that they were in line with recent historical data. ...
Tuesday, November 29, 2016

The OECD procyclical revision of fiscal policy multipliers

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The OECD just published its November 2016 Global Economic Outlook .  Their projections suggest an acceleration of global growth rates in par...
Monday, October 17, 2016

The stock market looks cheap

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How expensive is the US stock market? Have the strong gains since the financial crisis of 2008 built yet another massive bubble that will re...
Tuesday, August 9, 2016

You can lower interest rates but can you raise inflation?

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Last week the Bank of England lowered their interest rates. This combined with previous moves by the ECB and the Bank of Japan and the reduc...
Wednesday, August 3, 2016

Experts, facts and media

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Jean Pisani-Ferry  has written a very interesting post about the need for trusted experts in a democracy. The post addresses the criticisms ...
Wednesday, June 8, 2016

9, 8, 7, 6.7,... Speculating on China growth

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The deceleration of China's GDP growth rate has been seen both as a natural transition towards more sustainable growth rates and a sign ...