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While Lagarde and Juncker go at it in the policymaker equivalent of hammer and tongs over timetables, there’s a risk here of people forgetting the numbers involved. Because they don’t add up.
Consider these two tables from David Mackie at JP Morgan. Click to enlarge. Read more
3.The game theory inherent in Brexit
5.Janet Yellen to macroeconomists: that whole (aggregate) supply-demand thing might need a rethink
6.Have we crossed the inflation Rubicon?
7.Slim's pickings at the New York Times
8.About China's confusing debt-for-equity swaps
9.Stupid Markets Live hiatus continues...
10.The emerging genre of regulatory filings as performance art
1.Markets Live: Friday, 21st October, 2016
2.The de-monetisation of the economy started with coffee
3.About the current FT.com outage
5.Have we crossed the inflation Rubicon?
6.“Mr Ambani, I’d just like to compliment your capex… sorry, I meant, smile”
7.Longroom Under Construction
8.Markets Live: Thursday, 20th October, 2016
9.In defence of hedge-fund data mining
10.Farewell, WB21, we hardly knew ya
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