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Global Economy

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. Alpha Plus is still losing money
  2. What the bond market thinks about the prospect of a university crisis
  3. How the forces of finance fund MBAs
  4. Introducing the shadow education sector
  5. Why US investors are betting on European student accommodation
  6. The Alpha Plus pension problem
  7. The rise of educational forgery
  8. For sale: one luxury Georgian townhouse
  9. Canada's educational exposure to China
  10. University graduates and the means of financial production
  11. A business model fit to educate royalty
  12. American education and the rise of philanthropic capital
  13. The financial plumbing of university education
  14. Bailing out the universities
  15. The temptations of student real estate
  16. The Egyptian campus that wasn't
  17. The real student politics
  18. Cambridge University’s £1bn bet on housing
  19. University accommodation deals: it's a wrap
  20. Saudi Arabia vs. Canada, the education angle

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

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

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

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

Reserve currency holdings as chart crime.

By: Jamie Powell

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

  1. How a guy called Colin Platt became the richest person in the world
  2. Why security tokens are categorically and absolutely not crypto tokens
  3. Today in TEEIFF
  4. The UK's used car write-off conundrum
  5. GMO's Montier on the rise of the dual economy
  6. Kylie Jenner is the world's youngest 'self-made billionaire'
  7. Deliveroo announces “click and collect”
  8. What does a spike in pedestrian fatalities mean?
  9. Why wordcrime has destroyed the economy
  10. 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. How a guy called Colin Platt became the richest person in the world
  2. Why security tokens are categorically and absolutely not crypto tokens
  3. Today in TEEIFF
  4. The UK's used car write-off conundrum
  5. GMO's Montier on the rise of the dual economy
  6. Just because it's digital doesn't mean it's green
  7. Kylie Jenner is the world's youngest 'self-made billionaire'
  8. Deliveroo announces “click and collect”
  9. What does a spike in pedestrian fatalities mean?
  10. 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. How a guy called Colin Platt became the richest person in the world
  2. Why security tokens are categorically and absolutely not crypto tokens
  3. Today in TEEIFF
  4. The UK's used car write-off conundrum
  5. GMO's Montier on the rise of the dual economy
  6. Just because it's digital doesn't mean it's green
  7. Kylie Jenner is the world's youngest 'self-made billionaire'
  8. Deliveroo announces “click and collect”
  9. What does a spike in pedestrian fatalities mean?
  10. 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

Give the kids permission to fool around

Give the kids permission to fool around

Economists should encourage countries to make rational decisions about debt.

By: Brendan Greeley

The global economy's second sun

The global economy's second sun

China's slowdown has broad effects.

By: Colby Smith

Davos has produced an amazing new guide on precisely how not to think about risk

  1. The warm fuzzy feeling of indirectly owning Tencent
  2. The best of Morgan Stanley's Adam Jonas
  3. Apple/Tesla: M&A and heartbreak
  4. Did Beyonce make $300m from Uber's IPO?
  5. Bitcoin is the 10-year Treasury of our time
  6. High resolution music is a solution looking for a problem
  7. Amazon is furious about this negative review
  8. Missing: $500bn of American savings
  9. Blockchain for Brexit: a wonderfully terrible idea
  10. The Bank of Hodlers [sic] (sigh)
  11. Behind the curtain at China Ding Yi Feng
  12. An answer to Mark Cuban's question
  13. Crumbs! It's CRYPTO: the movie!
  14. National Beverage Corp loses its fizz, and its mind
  15. Amazon won't spin-off Amazon Web Services
  16. Mensch! Dan McCrum is innocent, ok?
  17. Europe's $1 trillion tax gap
  18. Why online propaganda mobs are an investment red flag
  19. When the public relations industry does PR for itself
  20. Who wants to be crippled by student debt?
Davos has produced an amazing new guide on precisely how not to think about risk

The wisdom of the crowds, without the crowds. Or the wisdom.

By: Thomas Hale

Odds of a US recession are ticking higher

Odds of a US recession are ticking higher

US equity markets price in a 60 per cent chance within a year.

By: Colby Smith

Mariana Mazzucato on who creates value

UCL economist Mariana Mazzucato talks to us about making and taking in the modern economy.

By: Jemima Kelly

Governments can't prevent the next global economic slowdown

Governments can't prevent the next global economic slowdown

Despite their best efforts.

By: Colby Smith

Why Silicon Valley wins big from the USMCA

Why Silicon Valley wins big from the USMCA

Canada surrenders to its Bay Area overlords, without a shot being fired.

By: Jamie Powell

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