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Screen shot 2012-12-07 at 5.40.58 PM.png

All right listen up everybody, this is the plan...

…and it’s all about plan B, AKA “The Great Escape”. There has been some speculation going on lately on how our monetary policy makers intend to normalize the unusual situation where we are in right now. Some – and probably helicopter Ben included – argue that it can become even more unusual in view of the fact that things…

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Screen shot 2012-12-07 at 5.40.58 PM.png

All right listen up everybody, this is the plan...

…and it’s all about plan B, AKA “The Great Escape”. There has been some speculation going on lately on how our monetary policy makers intend to normalize the unusual situation where we are in right now. Some – and probably helicopter Ben included – argue that it can become even more unusual in view of the fact that things…

Lees het volledige artikel

Screen shot 2012-12-07 at 5.40.58 PM.png

All right listen up everybody, this is the plan...

…and it’s all about plan B, AKA “The Great Escape”. There has been some speculation going on lately on how our monetary policy makers intend to normalize the unusual situation where we are in right now. Some – and probably helicopter Ben included – argue that it can become even more unusual in view of the fact that things…

Lees het volledige artikel

Schermafbeelding 2012-11-13 om 10.51.58.png

Financial repression - adios structured finance ?

We picked an interesting story on Bloomberg earlier this week but we like to dig in a bit further. The point the article tries to make is to announce the end of structured finance. The prelude to this began way back in 2008 when Lehman failed and suddenly every one woke up from the dream that may be capital guarantees are not so self-evident after all. With Greece,…

Lees het volledige artikel

Schermafbeelding 2012-11-13 om 10.51.58.png

Financial repression - adios structured finance ?

We picked an interesting story on Bloomberg earlier this week but we like to dig in a bit further. The point the article tries to make is to announce the end of structured finance. The prelude to this began way back in 2008 when Lehman failed and suddenly every one woke up from the dream that may be capital guarantees are not so self-evident after all. With Greece,…

Lees het volledige artikel

Schermafbeelding 2012-11-13 om 10.51.58.png

Financial repression - adios structured finance ?

We picked an interesting story on Bloomberg earlier this week but we like to dig in a bit further. The point the article tries to make is to announce the end of structured finance. The prelude to this began way back in 2008 when Lehman failed and suddenly every one woke up from the dream that may be capital guarantees are not so self-evident after all. With Greece,…

Lees het volledige artikel

Schermafbeelding 2012-07-13 om 12.14.22.png

Is it a fool’s paradise or is the paradise getting fooled?

European stocks gained as China reported the slowest expansion in three years, fueling speculation policy makers will add to stimulus measures. Asian shares and U.S. index futures advanced. Zo begon Bloomberg op vrijdag 13 juni, nadat China bekend maakte dat de economie 7,6% groeide, of zo u het anders wil horen, dat de groei vertraagde van 8,1% de maand ervoor.…

Lees het volledige artikel

Schermafbeelding 2012-07-13 om 12.14.22.png

Is it a fool’s paradise or is the paradise getting fooled?

European stocks gained as China reported the slowest expansion in three years, fueling speculation policy makers will add to stimulus measures. Asian shares and U.S. index futures advanced. Zo begon Bloomberg op vrijdag 13 juni, nadat China bekend maakte dat de economie 7,6% groeide, of zo u het anders wil horen, dat de groei vertraagde van 8,1% de maand ervoor.…

Lees het volledige artikel

Schermafbeelding 2012-07-13 om 12.14.22.png

Is it a fool’s paradise or is the paradise getting fooled?

European stocks gained as China reported the slowest expansion in three years, fueling speculation policy makers will add to stimulus measures. Asian shares and U.S. index futures advanced. Zo begon Bloomberg op vrijdag 13 juni, nadat China bekend maakte dat de economie 7,6% groeide, of zo u het anders wil horen, dat de groei vertraagde van 8,1% de maand ervoor.…

Lees het volledige artikel

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Go East, young man...

The most acute problems are on Europe’s periphery, where many smaller economies are experiencing crises strongly reminiscent of past crises in Latam America and Asia : Latvia is the new Argentina. Paul Krugman, NYT 15/12/08 (slightly wonkish) Yesterday, we picked up the following chart of the day from Bloomberg and bearing Krugman’s comment…

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Twitter

  1. Geert NoelsGeert Noels said: @DenysJan @Gelerobbie Ik heb het meeste gezien Jan, maar ben geen fulltime JDN-spotter.about an hour ago
  2. Geert NoelsGeert Noels said: @DenysJan @Gelerobbie ‘Leading by example’ is belangrijk. Argument: doe dan zelf die job is naast de kwestie. Will… https://t.co/oDOudP2qUvabout an hour ago
  3. Geert NoelsGeert Noels said: @PhRoose @JoVandeurzen Het is een premie om om te schakelen naar een andere sector, geen bonus. Ook pensioen is rui… https://t.co/fVcPoKCYuwabout an hour ago
  4. Geert NoelsGeert Noels said: RT @melanie_korach: Something good often comes from something bad. When something bad happens to u, instead of focusing on the negative, tr…about 18 hours ago
  5. Geert NoelsGeert Noels said: @Stijn_Baert Maar die vergelijking met werklozen klopt niet: politici hebben dit systeem voor zichzelf uitgedacht.about 19 hours ago