|
|
Research
pi Economics research samples
Shorter notes:
‘Monthly’ research notes:
pi Economics research available to clients
Monthlies
- June 2009: Where Are We in the 'Great Unwind'?
- May 2009: Savings, Investment and Imbalances in Emerging Economies
- April 2009: Quantitative Easing and Inflation
- March 2009: The Real Economy Aspects of the Crisis
- February 2009: What Does the Fed Balance Sheet Tell Us About Inflation or Deflation?
- January 2009: Emerging Market Bailouts Will Fail
- November-December 2008: Deleveraging, Bailouts and Monetary Instability
- October 2008: Emerging Market Currency Collapses
- September 2008: A Bailout Will Not Save the Markets or the Economy
- July-August 2008: The Currency Carry Trade and Emerging Markets - the Next Phase of the Global Crisis
- June 2008: Japan Remains the Key to Understanding the Financial Future
- May 2008: The Credit Crisis is Not Over - It has Barely Begun
- April 2008: Leveraged Economies Will Sink the Euro
- March 2008: The 'Losses from the Great Unwind' Revisited
- February 2008: Emerging Markets Overview Part 2
- January 2008: The Great Unwinding or the Great Bailout?
- November-December 2007: Emerging Markets Overview Part 1
- October 2007: Global Carry Trade has Survived the Credit Crisis - So Far
- September 2007: Seven Myths About the Credit Crisis
- July-August 2007: How the Carry Trade Bubble is Distorting the Global Economy
- June 2007: Monetary Growth and Deflation
- May 2007: The Losses from 'The Great Unwind' and Who Will Bear Them
- April 2007: The European Extremes of the Global Financial Mania
- March 2007: The Crunch Point for the Credit Bubble and the Global Implications
- February 2007: Ponzi Finance and the Mis-Pricing of Risk
- January 2007: The Credit Bubble and the Yen
- November-December 2006: Chinese and Japanese Intervention, Taiwan, Poland
- October 2006: The Dynamics of the Bubble
- September 2006: The Various Dimensions of the Adjustment in Emerging Market Economies
- July-August 2006: The Economy, the Carry Trade and the Credit Bubble
- June 2006: Emerging Markets Update 2:Turkey, Malaysia, Korea, Czech Republic
- May 2006: The Resolution of the Huge Disequilibrium in Japan
- April 2006: Eve of Destruction
- March 2006: Emerging Markets Update 1: Hungary, Turkey, Brazil, Argentina
- February 2006: Looming Spanish Disaster Points to Folly of ECB Policies
- January 2006: What Explains the Persistence of Global Imbalances?
- November-December 2005: Emerging Markets Part 4: Czech Republic, Poland
- October 2005: The Makings of a 'Total Crisis'
- September 2005: Emerging Markets Part 3: Malaysia, Korea
Short Notes
- June 9, 2009: The Bubble and the Carry Trade
- May 18, 2009: Money, Credit and the Yield Curve
- May 8, 2009: Questions and Answers
- May 1, 2009: US Economy is Not About to Recover
- March 18, 2009: Fed Q.E.
- March 6, 2009: Hungary and Turkey Brief Update
- March 2, 2009: Yen Fundamentals
- February 5, 2009: Bad Banks and Sovereign Credit Risk
- December 24, 2008: Concluding Thoughts on an Extraordinary Year
- December 17, 2008: The Fed and the Yen
- December 4, 2008: Is the Fed Inflating Yet?
- November 13, 2008: US Stock Market is Not Cheap
- October 8, 2008: Very Very Scary
- October 6, 2008: Severe Monetary Dislocation
- September 21, 2008: More Thoughts on the Bailout
- September 18, 2008: Latest Developments
- September 15, 2008: Implications of Lehman Bankruptcy
- September 12, 2008: Deflation the New Theme in Markets
- September 5, 2008: Update - Credit Contraction Intensifies
- August 13, 2008: Carry Trade Meltdown? - Update
- August 5, 2008: Oil, the Carry Trade and Markets
- July 14, 2008: Fannie, Freddie, IndyMac
- July 2, 2008: Credit Contraction
- June 18, 2008: Rising Bond Yields
- June 12, 2008: US Flows of Funds Update
- May 13, 2008: Carry Trade and the Yield Curve
- April 15, 2008: Is the Fed Inflating?
- April 5, 2008: Turkish Current Account - Update
- April 2, 2008: US Q4 National Accounts Not Encouraging
- March 5, 2008: No Markets for Old Men
- February 6, 2008: The Dollar
- January 23, 2008: Fuzzy Friends Turn Nasty
- January 10, 2008: Things Fall Apart
- January 3, 2008: Japanese Balance of Payments and the Yen
- December 29, 2007: Financing of US Imbalances
- December 19, 2007: Deflationary Outcome to Credit Bubble & Carry Trade
- November 13, 2007: Despite Rising Commodities, Deflation is Big Threat
- November 6, 2007: Gold, Yields and Inflation
- November 1, 2007: Lessons from Past Credit Shocks
- October 5, 2007: US House Prices, the Cycle and Inflation
- September 6, 2007: Credit Bust Signals a Recession and Bear Market
- August 22, 2007: Discount Window Borrowings
- August 17, 2007: Update - The Fed Action is a Sell
- August 12, 2007: Liquidity Injections and Rate Cuts
- August 9, 2007: Comment on Markets - Total Financial Meltdown
- June 16, 2007: Carry Trade Bubble and 1980s Dollar Bubble Compared
- June 10, 2007: Different from the Previous Sell-Offs
- June 4, 2007: The Crash Must Be Very Close Now
- May 10, 2007: The Key to Understanding
- May 2, 2007: US Economy and Stock Market Cycle
- April 10, 2007: The Investment Cycle and the Stock Market
- March 2, 2007: US Monetary Policy and the Yen Carry Trade
- February 27, 2007: Thoughts on Markets
- January 18, 2007: Oil
- January 8, 2007: Update
- December 2, 2006: Yen Manipulation
- November 30, 2006: US Monetary Policy, Dollar and Stock Market
- November 21, 2006: Financial Jenga
- November 15, 2006: The Valuation of US Equities
- November 6, 2006: Japanese Covert Intervention and Implications
- November 2, 2006: Global Money Growth
- October 24, 2006: Gold and the End Game of the Bubble
- October 11, 2006: Yen Speculative Position Proves Existence of a Bubble
- September 24, 2006: Honey, I Blew Up the Fund
- September 11, 2006: US National Accounts Mysteries
- September 3, 2006: Implications of Record Yen Speculative Short Position
- August 25, 2006: US Interest Rate Structure, the Economy and the Dollar
- August 18, 2006: Japanese Monetary Tightening
- August 1, 2006: Recent US Economic Data
- July 19, 2006: Currency Madness 2
- July 13, 2006: Observations on Markets, Liquidity
- June 8, 2006: Quick Update on Market Developments
- June 2, 2006:Implications of Divergent US, European Monetary Conditions
- May 25, 2006: US Personal Financial Deficit
- May 22, 2006: Update - Watch the Dollar
- May 12, 2006: Brief Thoughts
- April 18, 2006: The Reasons Why a Major Crash May Well be Imminent
- April 6, 2006: Gold, Stocks and the Cycle
- March 17, 2006: Bank of Japan Monetary Policy and the Yen
- March 9, 2006: Crash? - Update
- March 7, 2006: Why are Bond Yields Rising?
- March 3, 2006: Liquidity and Dislocation
- February 10, 2006: Is the Dislocation Beginning?
- February 2, 2006: Currency Madness
- January 23, 2006: Recap and Update
- January 11, 2006: Is the Yield Curve Foretelling a US Recession?
|
|
|
