BlogHide Resteemsmjtcoldwater (25)in economics • 4 years agoCrypto Thoughts: Volatility and ValueThe last few weeks seems to have produced a torrent of comment, almost all negative, about crypto currencies, and particularly Bitcoin. Two sets of complaints tend to feature: first, that Bitcoin…mjtcoldwater (25)in economy • 4 years agoCovid Financing - Bank of England Takes the VaccinationThis is a surprise - and a good one. Here in the UK we're all locked down again on a cold Mud Island, urging on vaccination at top speed. It is natural to assume, to fear, that this second wave…mjtcoldwater (25)in taiwan • 4 years agoTaiwan's Export Orders Are Melting-Up - The Race for Product!Even in the context of surging NE Asian exports, Taiwan's December export orders number is astonishing: orders jumped 38.3% yoy to US$60.55bn. This is not a phony 'base of comparison' illusion: the…mjtcoldwater (25)in economy • 4 years agoThe Narrative Must Change: 2020 Was Another Bad Year for Climate and Climate PollutionThe data for 2020 is in, so we can confidently say that neither the pandemic's economic ravages, nor all the corporate greenwashing, nor any jot or tittle of Paris-style agreements has made any dent…mjtcoldwater (25)in economy • 4 years agoInflation Pressure Rising: Coldwater Inflation Shocks & Surprises IndexNear-zero or negative interest rates give the official view that inflation is certainly dead, and that deflation is all we can expect. The Coldwater inflation shocks & surprises indexes begs to…mjtcoldwater (25)in economy • 4 years agoNY Fed's 'Bleak ExpectationsSince 2013, the NY Fed has conducted a fairly comprehensive monthly survey of householders' economic attitudes and expectations. January's results, out today, make rather sobering reading. In…mjtcoldwater (25)in economy • 4 years agoUS Coldwater Shocks & Surprises Slides To Negative TerritorySince the middle of the year, it's been the US economy which has staged the most dramatic rebound from the pandemic, underpinned by massive fiscal and monetary stimulus. And the US rebound has, of…mjtcoldwater (25)in eurozone • 4 years agoEurope Coldwater Shocks & Surprises Shrug off Covid LockdownsMost of the economic data coming from Europe is recording for posterity what happened in November, before the new round of Covid-lockdowns really kicked in. And November turned out to be a much…mjtcoldwater (25)in economy • 4 years agoTaiwan Central Bank Struggles in Face of Capital InflowsAnd here's how Taiwan's central bank has been struggling to sterilize the massive rise in capital inflows in the second half of 2020. What you're looking at is the breakdown of factors affecting…mjtcoldwater (25)in taiwan • 4 years agoCapital Surges into TaiwanThe US$16.5bn rise in official foreign reserves reported by Taiwan today is impressive enough. But it pales almost into insignificance compared with the $52.4bn rise in foreign portfolio capital…mjtcoldwater (25)in global • 4 years agoColdwater Global Shocks & SurprisesSince 2012, I've been tracking approximately 500 economic datapoints each month, and constructing the world's best and most timely set of Shocks & Surprises indexes. Understanding these will give…
