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Inflation and Stocks

May 25th, 2013
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Inflation and Stocks David R. Kotok May 24, 2013     Inflation is not on the radar anymore. We do hear occasional comments from central bankers who warn about future inflation arising from QE. We also recall a few statements in the media along the lines of, “They’re printing all this money, we’re going to have huge inflation, and interest rates are going to shoot up.”

Q1 results show the outlook darkening

May 25th, 2013
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A year ago, the blog's quarterly review of company results revealed mixed views on the outlook. Dow were expecting "global growth will gain momentum", whilst Unilever warned the "external environment remains difficult".

Labor Force Participation Rate Sensitivity

May 25th, 2013
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This morning I posted some comments from Michelle Meyer at Merrill Lynch on the likely path of the labor force participation rate. She wrote:

Review of The Information: A History, A Theory, A Flood by James Gleick

May 25th, 2013
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In the bargain bin I picked up a copy of The Information: A History, A Theory, A Flood by James Gleick, which is a history of communication and information, for some light reading.

An equilibrium model of the African HIV/AIDS epidemic

May 25th, 2013
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Jeremy Greenwood, Philipp Kircher, Cezar Santos, Michèle Tertilt, 25 May 2013How can we accurately model the African HIV/AIDS epidemic? This column presents new research that uses computational general equilibrium models to map the spread of HIV/AIDS.

The IMF Revisits Sovereign Debt Restructuring, Not the SDRM

May 24th, 2013
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A long-awaited overview paper [pdf] on sovereign debt restructuring from the International Monetary Fund (IMF) is here, the first since 2005. And it does not revive the Sovereign Debt Restructuring Mechanism (SDRM) proposal, which died in 2003 at the hands of the United States and the big emerging markets. As the new paper explains politely, [...]

Succinct Summations of Week’s Events (May 24 2013)

May 24th, 2013
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Succinct Summations for the week ending May 24. Very light data week despite all the noise. Positives:

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