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Alphaville

Global Economy

Oh, Inverted World (Update)

Just how reliable is the inversion of the yield curve in forecasting recession?

By: Claire Jones

Overheard in the long room: trade war worries

credit to Reddit: https://www.reddit.com/r/memes/comments/68znto/if_stephen_king_met_donald_trump/

Fund managers are sour on Trump’s tariff tactics.

By: Jamie Powell

Calling the top in Western-Sino relations

Luxury fashion meets surveillance suppression chic.

By: Jamie Powell

RMB devaluation as a whack-a-mole game 

When tariffs close a door in one place, they open a window elsewhere.

By: Izabella Kaminska

Further reading

Convenience maximalism; the perils of free financial advice; the invention of money, plus much, much more...

By: Izabella Kaminska

Virgin Galactic channels Thomas Piketty

Space is the place, if you’re extremely rich.

By: Jamie Powell

Nouriel Roubini outlines the 2020 recession risk

  1. Angela Nagle on identity politics and puritanical internet purges
  2. Will Davies on populism, data and experts.
  3. Robert Kaplan on jobs, oil and credit
  4. Mithril Capital's Ajay Royan on the next growth frontier
  5. Banking culture since the crisis
  6. Weak spots and worries in the global financial system
  7. The most complicated debt restructuring in history
  8. Yanis Varoufakis on “radical Europeanism”, erratic Marxism and... Pamela Anderson
  9. Alphachat on immigration: This time is (mostly) like the others
  10. Our Bond villain technocracy
  11. Is the eurozone fixable?
  12. Could climate change spark the next financial crisis?
  13. Mehrsa Baradaran on “opportunity zones”
  14. The math wizard who became a customer loyalty scheme guru
  15. Alphachat is back! Vol 2.
  16. Alphachat is back! Vol. 1
  17. Jim Millstein discusses the financialisation of America
  18. Alphachat is on hiatus this week
  19. Benn Steil explains the Marshall Plan
  20. Marcel Fratzscher on the dark side of the German economy — now with transcript!!

Plus, a text-based follow-up on his views about Facebook's Libra.

By: Izabella Kaminska

How blockchain takes us back to medieval times

History teaches us that when credit systems are replaced with payment systems, economies are starved of liquidity.

By: Izabella Kaminska

Further reading

A TEEIFF Reddit; Goldman wishes it was a sexy fintech start-up; Cowardice as a crime; plus much, much more...

By: Izabella Kaminska

Students as a commodity, Sino-US trade war edition

  1. How Lloyds got burnt by a for-profit education deal
  2. A casualty in the education marketplace
  3. Connecting an Australian private equity buyout to Swansea University
  4. How a £100m student accommodation scheme went wrong
  5. Oxford & Legal & General, the real estate play
  6. Alpha Plus is still losing money
  7. What the bond market thinks about the prospect of a university crisis
  8. How the forces of finance fund MBAs
  9. Introducing the shadow education sector
  10. Why US investors are betting on European student accommodation
  11. The Alpha Plus pension problem
  12. The rise of educational forgery
  13. For sale: one luxury Georgian townhouse
  14. Canada's educational exposure to China
  15. University graduates and the means of financial production
  16. A business model fit to educate royalty
  17. American education and the rise of philanthropic capital
  18. The financial plumbing of university education
  19. Bailing out the universities
  20. The temptations of student real estate

The educational balance of payments is finally being accounted for.

By: Thomas Hale

The true cost of trade wars

Look at the indirect effects as well.

By: Colby Smith

Further reading

Uber's path of destruction; beyond crypto kitties; and Elon Musk still doesn't understand geometry; plus much more...

By: Izabella Kaminska

Which countries are manipulating their currencies?

The Treasury's bi-annual report is here.

By: Colby Smith

Robert Kaplan on jobs, oil and credit

  1. Angela Nagle on identity politics and puritanical internet purges
  2. Nouriel Roubini outlines the 2020 recession risk
  3. Will Davies on populism, data and experts.
  4. Mithril Capital's Ajay Royan on the next growth frontier
  5. Banking culture since the crisis
  6. Weak spots and worries in the global financial system
  7. The most complicated debt restructuring in history
  8. Yanis Varoufakis on “radical Europeanism”, erratic Marxism and... Pamela Anderson
  9. Alphachat on immigration: This time is (mostly) like the others
  10. Our Bond villain technocracy
  11. Is the eurozone fixable?
  12. Could climate change spark the next financial crisis?
  13. Mehrsa Baradaran on “opportunity zones”
  14. The math wizard who became a customer loyalty scheme guru
  15. Alphachat is back! Vol 2.
  16. Alphachat is back! Vol. 1
  17. Jim Millstein discusses the financialisation of America
  18. Alphachat is on hiatus this week
  19. Benn Steil explains the Marshall Plan
  20. Marcel Fratzscher on the dark side of the German economy — now with transcript!!

Brendan Greeley sits down with the president of the Federal Reserve Bank of Dallas.

By: FT Alphaville

Who's paying for the US-China trade war?

US consumers are feeling the pain.

By: Colby Smith

Further reading

Julian Assange's new criminal charges; predatory lending to taxi drivers; and no robo-apocalypse; plus much more...

By: Izabella Kaminska

Why China doesn't want to breach its renminbi red line

It will create a lot of volatility.

By: Colby Smith

Mithril Capital's Ajay Royan on the next growth frontier

  1. Angela Nagle on identity politics and puritanical internet purges
  2. Nouriel Roubini outlines the 2020 recession risk
  3. Will Davies on populism, data and experts.
  4. Robert Kaplan on jobs, oil and credit
  5. Banking culture since the crisis
  6. Weak spots and worries in the global financial system
  7. The most complicated debt restructuring in history
  8. Yanis Varoufakis on “radical Europeanism”, erratic Marxism and... Pamela Anderson
  9. Alphachat on immigration: This time is (mostly) like the others
  10. Our Bond villain technocracy
  11. Is the eurozone fixable?
  12. Could climate change spark the next financial crisis?
  13. Mehrsa Baradaran on “opportunity zones”
  14. The math wizard who became a customer loyalty scheme guru
  15. Alphachat is back! Vol 2.
  16. Alphachat is back! Vol. 1
  17. Jim Millstein discusses the financialisation of America
  18. Alphachat is on hiatus this week
  19. Benn Steil explains the Marshall Plan
  20. Marcel Fratzscher on the dark side of the German economy — now with transcript!!

And why the current obsession with negative-margin hypergrowth can only create zero-sum tech enterprises.

By: Izabella Kaminska

Deutsche Bank's lucky number 7

The German bank sticks its neck out on CNY/USD.

By: Jamie Powell and Colby Smith

Snap AV: China's fake goods fabrication

New chart from Torsten Slok.

By: Jamie Powell

Weak spots and worries in the global financial system

  1. Angela Nagle on identity politics and puritanical internet purges
  2. Nouriel Roubini outlines the 2020 recession risk
  3. Will Davies on populism, data and experts.
  4. Robert Kaplan on jobs, oil and credit
  5. Mithril Capital's Ajay Royan on the next growth frontier
  6. Banking culture since the crisis
  7. The most complicated debt restructuring in history
  8. Yanis Varoufakis on “radical Europeanism”, erratic Marxism and... Pamela Anderson
  9. Alphachat on immigration: This time is (mostly) like the others
  10. Our Bond villain technocracy
  11. Is the eurozone fixable?
  12. Could climate change spark the next financial crisis?
  13. Mehrsa Baradaran on “opportunity zones”
  14. The math wizard who became a customer loyalty scheme guru
  15. Alphachat is back! Vol 2.
  16. Alphachat is back! Vol. 1
  17. Jim Millstein discusses the financialisation of America
  18. Alphachat is on hiatus this week
  19. Benn Steil explains the Marshall Plan
  20. Marcel Fratzscher on the dark side of the German economy — now with transcript!!

The IMF's Tobias Adrian tours the world's big risks. Plus, Vitor Gaspar on “good” and “bad” spending.

By: Colby Smith

The future of central bank frameworks

What were initially deemed extraordinary measures are now part of the standard policy toolkit.

By: Thomas Hale

Further reading

Online education prices; abandoned mansions; the Uber IPO; plus much more...

By: Izabella Kaminska

On the limits of a new AI-inspired Gosplan system

The USSR's experiment with a demonetised planned economy didn't fail because of a lack of data.

By: Guest writer

The fall and rise of nations

  1. Et tu, Lib Dems? [Update]
  2. Deutsche Bank derivative dumbness
  3. Presented without comment
  4. The quality of chart needed to raise $2m in an ICO
  5. Why chartcrime has destroyed the blockchain
  6. Happy birthday bitcoin. Your gift: a log chart in The Times
  7. Chart crime as a measure of crypto-desperation
  8. Creative destruction concerns
  9. Wage brain
  10. Et tu, Beto?
  11. Charts and misdemeanours
  12. Deutsche Bank and the thin blue line
  13. The crypto periodic table (sigh)
  14. Wot is colour
  15. US debt is going to crush us all (and gold is the answer)
  16. Wot is gravity
  17. Pie in the sky
  18. Some help please

Reserve currency holdings as chart crime.

By: Jamie Powell

Just because it's digital doesn't mean it's green

  1. Uber becomes modern art
  2. Enron’s Glassdoor page
  3. Vaudeville, in pictures
  4. TEEIFF: confirmed by third parties
  5. The security and prosperity paradox, shoplifting edition
  6. Vaudeville, now with real celebrities
  7. How a guy called Colin Platt became the richest person in the world
  8. Why security tokens are categorically and absolutely not crypto tokens
  9. Today in TEEIFF
  10. The UK's used car write-off conundrum
  11. GMO's Montier on the rise of the dual economy
  12. Kylie Jenner is the world's youngest 'self-made billionaire'
  13. Deliveroo announces “click and collect”
  14. What does a spike in pedestrian fatalities mean?
  15. Why wordcrime has destroyed the economy
  16. The entire economy is Fyre Festival

Digital technologies now account for twice as many greenhouse gas emissions as civil aviation. And they're not even adding to global growth.

By: Izabella Kaminska

Moving past the soyabean solution

After a trade deal, America will need an industrial policy.

By: Brendan Greeley

Why wordcrime has destroyed the economy

  1. Uber becomes modern art
  2. Enron’s Glassdoor page
  3. Vaudeville, in pictures
  4. TEEIFF: confirmed by third parties
  5. The security and prosperity paradox, shoplifting edition
  6. Vaudeville, now with real celebrities
  7. How a guy called Colin Platt became the richest person in the world
  8. Why security tokens are categorically and absolutely not crypto tokens
  9. Today in TEEIFF
  10. The UK's used car write-off conundrum
  11. GMO's Montier on the rise of the dual economy
  12. Just because it's digital doesn't mean it's green
  13. Kylie Jenner is the world's youngest 'self-made billionaire'
  14. Deliveroo announces “click and collect”
  15. What does a spike in pedestrian fatalities mean?
  16. The entire economy is Fyre Festival

And why the entire economy is Fyre Festival (TEEiFF).

By: Izabella Kaminska

The entire economy is Fyre Festival

  1. Uber becomes modern art
  2. Enron’s Glassdoor page
  3. Vaudeville, in pictures
  4. TEEIFF: confirmed by third parties
  5. The security and prosperity paradox, shoplifting edition
  6. Vaudeville, now with real celebrities
  7. How a guy called Colin Platt became the richest person in the world
  8. Why security tokens are categorically and absolutely not crypto tokens
  9. Today in TEEIFF
  10. The UK's used car write-off conundrum
  11. GMO's Montier on the rise of the dual economy
  12. Just because it's digital doesn't mean it's green
  13. Kylie Jenner is the world's youngest 'self-made billionaire'
  14. Deliveroo announces “click and collect”
  15. What does a spike in pedestrian fatalities mean?
  16. Why wordcrime has destroyed the economy

And the trance may finally be breaking.

By: Izabella Kaminska

A potential new snag in the US-China trade talks

What does a “stable” Chinese currency even mean?

By: Colby Smith

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