Pinboard (asterisk2a)
https://pinboard.in/u:asterisk2a/public/
recent bookmarks from asterisk2aMervyn King: new financial crisis is 'certain' without reform of banks | Business | The Guardian2016-02-28T23:24:34+00:00
http://www.theguardian.com/business/2016/feb/28/mervyn-king-new-financial-crisis-is-certain-without-reform-of-banks
asterisk2abank crisis banking investment self-regulation retail Greed financial product regulation regulators City of London George Osborne Mark Carney macroprudential policy property bubble austerity liquidity trap secular stagnation job creation Service Sector Jobs economic history GFC neoliberalism neoliberal trickle-down economics free market ZIRP NIRP QE faultlines hot-money hunt for yield distortion repression emerging middle class Frontier Markets BRIC China Brazil credit 2016 reflate reflation junk bond revolving debt household mortgage consumer UK IMF OECD card car loan BOE MervynKing ECB Fed Europe deflationary deflation Gini coefficient inequality MarioDraghi Taper QT bonuses bonus global imbalances structural imbalance Career Politicians lobbyist lobby Lobbying door New Normal speculative bubbles Richard Koo Fiscal Pact Schuldenbremsehttps://pinboard.in/u:asterisk2a/b:b6c0ee3d5f70/Amid market turmoil and confusion, there are four key economic trends shaping society2016-02-03T03:46:29+00:00
http://www.newstatesman.com/politics/economy/2016/02/amid-market-turmoil-and-confusion-there-are-four-key-economic-trends
asterisk2aeconomic history secular stagnation inflation targeting nominal GDP fiscal policy monetary wage growth squeezed middle class job creation Service Sector Jobs low pay income minimum UK Mark Carney austerity tax credit housing benefit working debt servitude Super Cycle Richard Koo liquidity trap transmission mechanism stimulus debtoverhang balance sheet recession deleveraging household consumer card western world disposable discretionary spending distribution Gini coefficient Rich 1% inequality redistribution evasion avoidance system theory student loan Bubble monetisation monetization zombie banks velocity Niall Ferguson NPL junk bond corporations ZIRP NIRP QE Taper China BRIC output gap productivity industrial public investment productive business infrastructure property financial repression speculative bubbles asset allocation Generationengerechtigkeit fairness money supply faultlines global imbalances recovery poor Precariathttps://pinboard.in/u:asterisk2a/b:278a3a2dced1/Bank of Japan shocks markets by adopting negative interest rates | World news | The Guardian2016-01-29T17:17:17+00:00
http://www.theguardian.com/world/2016/jan/29/bank-of-japan-shocks-markets-by-adopting-negative-interest-rates
asterisk2aECB BOJ ZIRP NIRP QE debt monetisation monetization monetary policy transmission mechanism theory unconventional stimulus system deposit levy MarioDraghi Abenomics economic history deleveraging debtoverhang balance sheet recession GFC recovery Yen Euro credit bubble liquidity trap distortion asset allocation equity speculative bubbles bond property New Normal financial repression faultlines global economy structural imbalance imbalances demographic ageing population Japan UK secular stagnation western world inflation expectation targeting nominal GDP deflation Sweden Switzerland China Yuan JGB 2016 USA Europe sovereign crisis austerity business confidence consumer Super Cycle currency-war currency debasement warhttps://pinboard.in/u:asterisk2a/b:58f5fa2e9c35/Weltwirtschaftsforum in Davos: Die Welt bangt um Europa - SPIEGEL ONLINE2016-01-24T13:38:37+00:00
http://www.spiegel.de/wirtschaft/soziales/weltwirtschaftsforum-in-davos-die-welt-bangt-um-europa-a-1073545.html
asterisk2aEuropean Union Europe monetary ECB policy refugee crisis secular stagnation deflationary deflation Angela Merkel Wolfgang Schäuble fiscal Pact Schuldenbremse Germany faultlines global imbalances PIGS sovereign debt bank bailout GFC recovery structural unemployment economic history Euro Brexit civil war ISIS Middle East Iraq Afghanistan Libya Lybia National Security Schengen Agreementhttps://pinboard.in/u:asterisk2a/b:cc7da91a0a25/Carney: No need for interest rate rises now - BBC News2016-01-19T18:21:52+00:00
http://www.bbc.co.uk/news/business-35351217
asterisk2aFed BOE 2016 Taper UK USA monetary policy Mark Carney mandate productivity output gap inflation expectation targeting nominal GDP deflationary deflation Oil price commodity prices wage secular stagnation economic history austerity fiscal property bubble consumer debt household credit card mortgage market ZIRP NIRP QE private corporate Europe ECB China 2015 global economy BRIC OPEC aggregate demand Richard Koo overcapacity Supply and liquidity trap transmission mechanism stimulus theory unconventional monetisation monetization zombie corporations banks debtoverhang balance sheet recession deleveraging margin trading speculative bubbles equity Super Cycle servitude leverage George Osborne dogma ideology neoliberalism neoliberal faultlines imbalances distortion emerging middle class Frontier Markets sovereign crisis unintended consequences unknown unkown QT financial repression New Normalhttps://pinboard.in/u:asterisk2a/b:6fcbb96b6a0b/"Markets Crash When They're Oversold" | Zero Hedge2016-01-15T14:51:43+00:00
http://www.zerohedge.com/news/2016-01-14/markets-crash-when-theyre-oversold
asterisk2aOil price shale gas fracking job creation USA 2016 Service Sector Jobs Manufacturing globalization globalisation neoliberalism neoliberal borderless flat world economic history UK low income wage stagnation growth disposable discretionary spending consumer debt squeezed middle class household property bubble working poor precarious work Precariat security market jobcreation job-creation recovery GFC dogma ideology austerity tax evasion avoidance corporate welfare subsidies subsidizing lobbyist lobby Lobbying trade agreement TPP TTIP NAFTA CETA European Union sovereign crisis credit China BRIC structural imbalance global imbalances faultlines 2015 presidency barackobama ZIRP NIRP QE George Osborne private debtoverhang servitude student loan card car liquidity trap Richard Koo balance sheet recession deleveraginghttps://pinboard.in/u:asterisk2a/b:2749ea59115c/Börse: Warum Schwellenländer für die Kurskrise sorgen - Kolumne - SPIEGEL ONLINE2016-01-15T13:23:25+00:00
http://www.spiegel.de/wirtschaft/unternehmen/wolfgang-muenchau-ueber-die-stimmung-der-maerkte-kolumne-a-1072145.html
asterisk2atrade deficit BRIC credit bubble western world secular stagnation macroeconomic policy China Japan Germany UK USA Brazil commodity prices Oil price NPL shadow banking economy crisis ZIRP NIRP QE QT speculative bubbles property mortgage market Fed BOE ECB European Union sovereign debt household consumer card car loan private corporate tax evasion avoidance austerity welfare subsidies subsidizing Russia OPEC aggregate demand liquidity trap Richard Koo Richardkoo debtoverhang balance sheet recession servitude student Super Cycle monetisation monetization discretionary spending disposable income squeezed middle class precarious work Precariat working poor neoliberalism neoliberal globalization globalisation borderless flat agreement Hegemony TPP TTIP TISA CETA NAFTA Africa South global current account Frontier Markets faultlines structural imbalance imbalances Taper reflate reflation equity Abenomics economic history India irrational exuberance Robert Shiller inequality Gini coefficient deflationaryhttps://pinboard.in/u:asterisk2a/b:6c0fffb624b9/Perhaps austerity didn't choke off UK recovery - BBC News2015-10-04T20:27:14+00:00
http://www.bbc.co.uk/news/business-34402234
asterisk2atrickle-down economics tax evasion avoidance self-employment employment working poor precarious work job creation Service Sector Jobs Niedriglohnsektor George Osborne austerity economic history recovery budget deficit fiscal policy property bubble credit mortgage market excess reserves zombie banks corporations consumer Richard Koo academics academia IMF Paul Krugman Gini coefficient inequality underinvestment Joseph Stiglitz private debt household card servitude disposable income discretionary spending wage stagnation growth low distribution squeezed middle class Sozialer Abstieg productivity output gap Niall Ferguson secular underemployed structural unemployment imbalance faultlines Impediments skillshttps://pinboard.in/u:asterisk2a/b:04aebd412b39/IMF warns of new financial crisis if interest rates rise | Business | The Guardian2015-09-29T15:31:05+00:00
http://www.theguardian.com/business/2015/sep/29/imf-warns-new-financial-crisis-interest-rates-rise
asterisk2acredit bubble 2015 Taper centralbanks IMF OECD Frontier Markets Developing World Richard Koo Debt Super Cycle BRIC AIIB Bank recovery global economy trade globalization globalisation flat borderless currency-war currency debasement war BOE BOJ Abenomics ZIRP NIRP QE unknown unkown unintended consequences FOMO asset allocation capital malinvestment speculative bubbles property China Brazil commodity prices Oil price OPEC reflate reflation equity emerging middle class demographic secular stagnation western UK USA Europe Germany austerity divergence faultlines Structural Impediments imbalance Niall Ferguson Fed mandate monetary policy unconventional zombie consumer banks bailout banking crisis fiscal stimulus economic history trickle-down economics tax avoidance evasion inequality Gini coefficient NPL shadow corporations junk bond creditrating distortion financial GFChttps://pinboard.in/u:asterisk2a/b:e0d0d6f45fbc/The Anatomy of Brazil's Financial Meltdown - Bloomberg View2015-09-27T01:26:38+00:00
http://www.bloombergview.com/articles/2015-09-23/the-anatomy-of-brazil-s-financial-meltdown
asterisk2aBRIC credit bubble commodity prices China Russia OPEC Oil price 2015 centralbanks ZIRP NIRP QE distortion western world secular stagnation global economy trade imbalances faultlines Structural Impediments imbalancehttps://pinboard.in/u:asterisk2a/b:cd39eb37e731/Fed chief Yellen says US rate rise still likely this year - BBC News2015-09-26T19:17:56+00:00
http://www.bbc.co.uk/news/business-34355192
asterisk2aJanet Yellen Fed mandate inflation expectation targeting secular stagnation western world centralbanks QE ZIRP NIRP Taper QT petrodollar Petroleum Industry commodity prices China credit bubble BRIC Brazil Russia India BIS Richard Koo global economy trade 2015 BOE monetary policy unconventional debtoverhang household debt consumer private card car loan Student deleveraging faultlines Structural Impediments imbalance wage growth squeezed middle class disposable income discretionary spending low distribution inequality Gini coefficient Service Sector Jobs job creation market labour economics Niedriglohnsektor competitive competition flat borderless globalization globalisation recovery fiscal underinvestment productive investment asset FOMO hunt for yield Super Rich 1% hot-money currency-war currency war debasement Dollar speculative bubbles allocation equity distortion irrational exuberance property macroprudential USA UKhttps://pinboard.in/u:asterisk2a/b:d8808a3bb1b0/”Lobbyismen hotar demokratin” - EFN - Ekonomi- och FinansNyheterna2015-09-25T11:23:48+00:00
http://www.efn.se/2015/09/24/veckomagasinet-owen-jones/
asterisk2aOwen Jones Establishment book Toff Privileged lobbyist lobby Lobbying UK neoliberalism neoliberal GFC Super Rich 1% Career Politicians No Representation social contract political theory Entitlement Policy Makers bank crisis banking transparency accountability democracy Noam Chomsky oversight Freedom of Information Act Lügenpresse corporate state media manufactured consent PR spin doctor populism Polarisation Conservative Party Tories austerity sovereign debt inequality income distribution recovery gender pay gap dot.com corruption bribery society Gesellschaft voter turnout Jeremy Corbyn apathy trickle-down economics neoconservatism neoconservatives tax evasion avoidance Network nepotism Funding Trade Union Workers gag order Secret Courts crony capitalism Wall Street shared economic interest shareholder value profit maximisation election campaign promises European USA Monarchy British Empire dogma ideology groups vested revolving door socialism Labour majority minority constituency faultlines secular stagnahttps://pinboard.in/u:asterisk2a/b:780a78ebbae4/Weltwirtschaft: BIZ warnt vor Krediten in Schwellenländern - SPIEGEL ONLINE2015-09-19T04:51:08+00:00
http://www.spiegel.de/wirtschaft/unternehmen/weltwirtschaft-biz-warnt-vor-krediten-in-schwellenlaendern-a-1052705.html
asterisk2aBIS credit bubble 2015 China BRIC NPL shadow banking junk bond creditrating crisis excess reserves QE ZIRP NIRP hot-money currency-war currency debasement war centralbanks economic history hunt for yield FOMO speculative bubbles FX Turkey Brazil Developing World Fed distortion unknown unkown unintended consequences Raghuram Rajan BOE BOJ Abenomics PBOC ECB emerging market middle class AIIB Asia South Africa Latin America deflationary deflation secular stagnation western Niall Ferguson globalization globalisation wage disposable income distribution inequality growth mobility gap GFC recovery fiscal policy monetary austerity Pact European Union UK USA Richard Koo Joseph Stiglitz Paul Krugman dogma ideology mandate inflation targeting New Normal trap liquidity reflate reflation asset allocation property capital QT debt monetisation monetization trickle-down economics marginal cost of abundance digital economy Software Is Eating The Bank IMF savings glut faultlines structural imbalance Impediments Super Cycle serhttps://pinboard.in/u:asterisk2a/b:9eccbd653f2a/Niall Ferguson on the Global Economy - YouTube2015-09-19T03:40:47+00:00
https://www.youtube.com/watch?v=4pa2AYzuCQk
asterisk2aNiall Ferguson secular stagnation western world recovery faultlines structural imbalance Impediments economic history microeconomic policy macroeconomichttps://pinboard.in/u:asterisk2a/b:9e897eff66af/Is Global Economic Doubt Behind the Unchanged Rate? - YouTube2015-09-18T05:20:31+00:00
https://www.youtube.com/watch?v=P3Gd9xB1Cco
asterisk2aTaper Fed mandate 2015 inflation expectation targeting Janet Yellen participation rate employment underemployed full unemployment structural USA China BRIC credit bubble complexity global economy New Normal hunt for yield asset allocation reflate reflation equity property BIS centralbanks QE ZIRP NIRP distortion secular stagnation western world Richard Koo deleveraging balance sheet recession debtoverhang private debt household consumer student loan servitude marginal propensity to consume Super Rich 1% faultlines savings glut Impediments imbalance inequality Gini coefficient income distribution growth low disposable mobility wage UK BOE squeezed middle class job creation security labour market recovery policy response fiscal austerity Schuldenbremse Pact monetary transmission mechanism excess reserves business confidence investment underinvestment productive infrastructurehttps://pinboard.in/u:asterisk2a/b:7f054910c3d0/World Bank warns on US rate rise - BBC News2015-09-16T13:33:57+00:00
http://www.bbc.co.uk/news/business-34262005
asterisk2aTaper Fed BOE 2015 BIS ZIRP NIRP QE Richard Koo reflate reflation asset bubble hunt for yield FOMO frothy World Bank distortion unknown unkown unintended consequences capital allocation speculative bubbles speculation monetary policy transmission mechanism liquidity trap theory GFC recovery credit China BRIC Brazil India South Africa Russia Europe UK BOJ Abenomics squeeze excess reserves PBOC economic history creditcrunch crunch ECB commodity prices energy price Oil OPEC petrodollar QT FX global trade New Normal secular stagnation faultlines Structural Impediments imbalance western deflationary deflation austerity fiscal stimulus system debt monetisation monetization unconventional debtoverhang refinancing creditrating creditrisk deleveraging private household disposable income discretionary spending wage growth distribution low inequality Gini coefficient squeezed middle class downward mobility working poor precarious work Zero Hour Contract Contractor self-employment Zeitarbeit Leiharbeit Sozialer Abstieg jhttps://pinboard.in/u:asterisk2a/b:6b397259618a/Raghuram Rajan - One-on-One: an investigative interview - 44th St. Gallen Symposium - YouTube2015-09-14T22:55:17+00:00
https://www.youtube.com/watch?v=fxvtxhKEYic
asterisk2a> little domestic positive impact but spilled over much across the world! // consequences now seen (1) taper tantrum late 2014 & then summer 2015; china slow-down/equity crash & taper anticipation moves followed up by pulling money out of emerging/developing markets! financial market are divergent from domestic business market. cycles shifted apart slightly. investor, business, financial market & consumer confidence are not linked as tightly before! // financial markets are now global, business markets itself not as much! money can be pulled out digitally in an instance. // no net-positive 4 whole world. selfishness. long-run danger. unintended consequences, unknown unknowns. // global sub-optimal monetary policy // global system (monetary system) broke // uncertainty, unknown of taper. timing debate. game of chicken. volatility bc of lots of froth, distortion! // &! youtu.be/SZe3issLIb8]]>Raghuram Rajan BIS centralbanks hot-money currency-war currency debasement war GFC recovery monetary policy QE ZIRP NIRP excess reserves speculative bubbles reflate reflation economic history faultlines credit bubble BRIC 2015 emerging market Developing World western secular stagnation BOJ Abenomics PBOC globalization globalisation financial zombie banks savings glut business confidence investment USA UK Europe China asset allocation FOMO hunt for yield speculation Super Rich 1% property unconventional Fed BOE ECB inflation expectation targeting mandate deflationary deflation fiscal irrational exuberance panic hubris unknown unkown unintended consequences Taper book structural imbalance Impediments reserve fiat current account deficit trade stimulus Germany austerity dogma ideology credibility Career Politicians Pact Schuldenbremse transmission mechanism theory system complexity incomplete information shadow banking uncertainty volatility distortion repression governancehttps://pinboard.in/u:asterisk2a/b:f34f2d8b5d3e/Why did Japan stop growing? Professor Takeo Hoshi at ANU - YouTube2015-09-11T21:17:14+00:00
https://www.youtube.com/watch?v=8xpaAPTYAVo
asterisk2aJapan economic history lost decade generation ageing population demographic bubble culture society fiscal stimulus zombie banks corporations banking crisis Exportweltmeister Germany subsidies subsidizing distortion asset Abenomics monetary policy white elephants Richard Koo productivity corporate governance deflationary deflation crowding out Debt Super Cycle BOJ Yen public investment productive stagnation secular currency-war currency debasement war ZIRP QE NIRP liquidity trap transmission mechanism disinflation inflation expectation targeting Makers Career Politicians savings rate glut error marginal propensity to consume poverty squeezed middle class Sozialer Abstieg working poor precarious work inequality Gini coefficient industrial wage growth income disposable distribution low neoliberalism neoliberal part-time Zero Hour Contract Contractor underemployed microeconomic macroeconomic JGB bond monetisation monetization structural imbalance faultlines Impediments excess reserveshttps://pinboard.in/u:asterisk2a/b:62f3990020b3/Group of 20 Financial Leaders Agree to Act to Bolster Growth - The New York Times2015-09-09T19:26:57+00:00
http://www.nytimes.com/2015/09/07/business/international/financial-leaders-agree-to-act-to-bolster-growth.html?_r=0
asterisk2aEurope IMF UK USA western world Richard Koo recovery fiscal policy stimulus long-term view thinking underinvestment productive investment infrastructure industrial STEM R&D austerity George Osborne ChristineLagarde OECD GFC economic history trickle-down economics neoliberalism neoliberal liberal reform Research competitiveness differentiate differentiation value creation added Manufacturing job Niedriglohnsektor Service Sector Jobs Future of Work Smart Grid renewable energy business consumer debt household debtoverhang monetary QE ZIRP NIRP Germany Pact Schuldenbremse Angela Merkel Wolfgang Schäuble inequality Gini coefficient education David Cameron dogma ideology academia academics Mark Blyth Joseph Stiglitz Robert Reich Paul Krugman wage growth income G20 stagnation secular globalisation globalization flat borderless competitive competition currency war currency-war debasement Exportweltmeister BRIC credit bubble global economy trade imbalances faultlines structural imbalance Impediments American Dreamhttps://pinboard.in/u:asterisk2a/b:9f7168dfbdf3/China's impossible trinity - BBC News2015-09-08T08:52:04+00:00
http://www.bbc.co.uk/news/business-34178247
asterisk2aChina liberal economic reform 2015 credit bubble devaluation currency debasement Yuan RMB PBOC IMF SDR macroeconomics monetary policy fiscal QE recovery GFC history banking crisis shadow NPL debtoverhang balance sheet recession deleveraging property hot-money BRIC western world global trade economy deflationary deflation reflate reflation equity asset allocation distortion unknown unkown unintended consequences Fed BOE BOJ Abenomics war currency-war aggregate demand short-fall Richard Koo consumer debt household student loan servitude sovereign Super Cycle public monetisation monetization private globalisation globalization technological progress flat wage growth stagnation secular borderless imbalances faultlines structural imbalance savings glut Impediments inequality squeezed middle class Europe UK OECD marginal propensity to consume Sozialer Abstieg working poor precarious work income deregulation self-regulation Workers Union pressure disposable distribution redistribution low American Dream USA Gini coehttps://pinboard.in/u:asterisk2a/b:4a6557b466d4/Banks Are Perilously Exposed to China - Bloomberg View2015-09-03T21:59:44+00:00
http://www.bloombergview.com/articles/2015-09-02/banks-are-perilously-exposed-to-china
asterisk2aexposure China banking crisis investment UK USA 2015 credit bubble equity speculative bubbles bond property asset allocation distortion ZIRP PBOC NIRP QE QT 2016 balance sheet recession underwater debtoverhang VAR excess reserves shadow fractional reserve Fed BOE London Bank Oversight George Osborne David Cameron Mark Carney liquidity trap Taper monetary transmission mechanism M3 policy stimulus unconventional system theory austerity unknown unkown unintended consequences deregulation self-regulation regulation regulators Westminster Toff Conservative Party Tories Establishment Privileged speculation derivatives financial repression market cycle literacy HSBC Standard Chartered NPL correction overcapacity AIIB Asia FX centralbank margin trading leverage irrational exuberance hubris panic petrodollar Oil price OPEC global trade economy growth imbalances faultlines structural imbalance Impediments debt monetisation monetization BIS Germany Japan Yuan RMB devaluationhttps://pinboard.in/u:asterisk2a/b:3ed1c370409e/The "Great Accumulation" Is Over: The Biggest Risk Facing The World's Central Banks Has Arrived | Zero Hedge2015-09-03T06:54:12+00:00
http://www.zerohedge.com/news/2015-09-01/great-accumulation-over-biggest-risk-facing-worlds-central-banks-has-arrived
asterisk2abond bubble treasuries Treasury Market liquidity trap squeeze China FX reserves centralbanks USD Dollar QE ZIRP NIRP petrodollar 2015 Yuan RMB devaluation global trade economy imbalances growth faultlines OPEC Oil price Asia emerging PBOC Russia shale gas fracking tarsand Canada USA Taper Fed credit reflate reflation GFC recovery monetary system financial theory policy stimulus unconventional Saudi Arabia UAE Iran commodity prices Quantitative Tightening QT 2016 New Normal uncertainty BOE IMF SDR reserve currencyhttps://pinboard.in/u:asterisk2a/b:68221a512458/Why It Really All Comes Down To The Death Of The Petrodollar | Zero Hedge2015-09-03T06:34:06+00:00
http://www.zerohedge.com/news/2015-08-22/why-it-really-all-comes-down-death-petrodollar
asterisk2apetrodollar OPEC centralbanks reserves USD Dollar 2015 Oil price FX China Asia emerging market global trade economy imbalances Yuan RMB devaluation PBOC Russia shale gas fracking tarsand Canada USA Taper Fed credit bubble QE ZIRP NIRP reflate reflation GFC recovery monetary system financial theory policy stimulus unconventional Saudi Arabia UAE Iran commodity prices liquidity trap squeeze treasuries Treasury bond faultlines IMF SDR reserve currencyhttps://pinboard.in/u:asterisk2a/b:39fd99bd5b1b/Alibaba Is the Canary in China's Coal Mine - Bloomberg View2015-09-02T23:11:01+00:00
http://www.bloombergview.com/articles/2015-09-01/alibaba-is-the-canary-in-china-s-coal-mine
asterisk2aAlibaba China Jack Ma 2015 credit bubble PBOC equity asset property speculative bubbles hunt for yield speculation Yuan RMB devaluation distortion QE ZIRP NIRP margin trading leverage discretionary spending Call Taper Fed BOE balance sheet recession underwater market intervention bond unknown unkown unintended consequences hubris irrational exuberance western world faultlines Structural Impediments imbalance savings glut correlation excess reserves banking crisis shadow investment New Normal fractional reserve BIS centralbanks monetary policy fiscal short-term 1% Super Rich Privileged Establishment Toff bank bailouthttps://pinboard.in/u:asterisk2a/b:67f0dab0ffae/Maybe This Global Slowdown Is Different - Bloomberg View2015-09-01T22:46:08+00:00
http://www.bloombergview.com/articles/2015-08-31/maybe-this-global-slowdown-is-different
asterisk2awarrenbuffet USA economic history globalisation globalization borderless flat world competitive competition competitiveness advantage marginal cost economics of abundance energy price renewable STEM Industrial Revolution 2.0 infrastructure investment western Smart Grid deflationary deflation secular stagnation global trade economy imbalances faultlines Structural Impediments imbalance R&D Research digital knowledge Future Work Mobile Creatives Software Is Eating The 3D printing Robotics automation GFC recovery long-term view added value creation differentiate differentiation efficiency policyhttps://pinboard.in/u:asterisk2a/b:5b19172dddbd/Dan Ariely: Why The Next Market Downturn May Quickly Become A Full-Blown Panic - YouTube2015-08-31T22:43:56+00:00
https://www.youtube.com/watch?v=hmbfKDvDrJI
asterisk2ainequality QE competitive competition winner take all monopoly monopsony book shared economic interest common good Dan Ariely China credit bubble ZIRP NIRP business confidence consumer equity speculative bubbles Super Rich 1% asset faultlines structural imbalance Impediments Gini coefficient social mobility income poverty trap child USA UK Europe austerity recovery 2015 cohesion tension contract welfare state safety net education policy skill-biased technological change skills gap western world post-racial America Jim Crow working poor squeezed middle class Sozialer Abstieg Germany food budget2015 fairness Generationengerechtigkeit Privileged Toff Establishment Public Services society racial segregation gentrification Gentrified urbanisation urban planning housing affordable Lügenpresse manufactured consent corporate media propaganda populism stigma self-regulation deregulation Wall Street invisible hand crony capitalism profit maximisation shareholder value bank bailout TBTF too big to bail jail meritocrahttps://pinboard.in/u:asterisk2a/b:8694dd2aba0f/China: Is it in the Midst of a Hard Landing? - YouTube2015-08-31T21:49:14+00:00
https://www.youtube.com/watch?v=GcFYf9BFp8w
asterisk2abook China credit bubble QE ZIRP NIRP PBOC liquidity trap asset allocation speculative bubbles equity faultlines structural imbalance Impediments 2015 capital-flight Yuan RMB economic growth contagion global economy bond property hubris irrational exuberance panic BRIC Developing World western deflationary deflation history fiscal policy monetaryhttps://pinboard.in/u:asterisk2a/b:9d2a7aad20fb/Easy Money Creates the Most Dangerous Bubbles - Bloomberg View2015-08-31T19:20:16+00:00
http://www.bloombergview.com/articles/2015-08-31/what-s-the-most-dangerous-type-of-bubble-
asterisk2abook credit bubble liquidity trap Richard Koo economic history zombie banks Mark Blyth Paul Krugman Joseph Stiglitz business confidence investment damage 2015 faultlines structural imbalance unemployment skills gap skill-biased technological change education policy austerity fiscal monetary recovery western world USA UK Europe Germany underinvestment productive infrastructure Smart Grid Software Is Eating The GFC Career Politicians status quo social contract fairness Generationengerechtigkeit banking crisis TBTF too big to bail jail toobigtofail financial market leverage margin trading property mortgage ZIRP NIRP QE Impediments distortion model cycle incentive repression literacy ECB Abenomics BOJ BOE Fed stimulus macroprudential macroeconomic microeconomic deleveraging balance sheet recession debtoverhang BIS unintended consequences unknown unkown PBOC China equity speculative bubbles bond debt asset allocation academia academics economic-thought behavioral economics finance hubris panic consumer trust distrhttps://pinboard.in/u:asterisk2a/b:1e3cc2dccc1d/(2012/13) After the Financial Crisis: How to Tell the Forest from the Trees - YouTube2015-08-31T00:31:32+00:00
https://www.youtube.com/watch?v=V3FPmu2_J_0
asterisk2aMark Blyth austerity GFC recovery 2015 economic history bank bailout sovereign debt crisis Greece PIIGSFB zombie banks liquidity trap ECB UK BOE Fed USA China faultlines structural imbalance Impediments global imbalances savings rate glut shadow banking investment European Union hunt for yield reflate reflation ZIRP NIRP QE bond bubble speculative bubbles asset allocation toxicassets badbank policy error too big to bail jail toobigtofail TBTF Richard Koo trust distrust trustagent Insolvenzverschleppung insolvency insolvent underinvestment productive business confidence consumer deflationary deflation secular stagnation globalization globalisation hot-money currency-war currency debasement war New Normal margin trading demographic property equity ageing population western world emerging middle class Frontier Markets Developing BRIC market IMF OECD credit inequality Gini coefficient Thomas Piketty poverty social mobilityhttps://pinboard.in/u:asterisk2a/b:a68b051a7d3c/Austerity: The History of a Dangerous Idea - YouTube2015-08-30T16:18:21+00:00
https://www.youtube.com/watch?v=8WqswgWmAbM
asterisk2aausterity economic history Gini coefficient social mobility income downward inequality apathy voter turnout crony capitalism ideology dogma GFC IMF OECD ChristineLagarde George Osborne David Cameron Angela Merkel Troika Wolfgang Schäuble Conservative Party Schuldenbremse Fiscal Pact UK Europe Generationengerechtigkeit fairness lost generation decade Japan ZIRP NIRP QE unintended consequences asset allocation hunt for yield speculative bubbles property bubble unknown unkown Taper KennethRogoff carmenreinhart Thomas Piketty debtoverhang balance sheet recession sovereign debt crisis deleveraging Richard Koo trickle-down economics neoliberalism neoliberal Privatisation industrial policy Revolution 2.0 deflationary deflation secular stagnation globalisation globalization Eurogroup Paul Krugman Joseph Stiglitz reflate recovery reflation bond faultlines structural imbalance Impediments BOE macroeconomic microeconomic short-term Career Politicians political theory contract Gesellschaft No Representation Rechtsruckhttps://pinboard.in/u:asterisk2a/b:d1bd06b10f76/Will the Next Recession Be Made in China? - Bloomberg Business2015-08-29T22:06:52+00:00
http://www.bloomberg.com/news/articles/2015-08-27/will-the-next-recession-be-made-in-china-
asterisk2aglobal economy China trade Europe USA globalization globalisation borderless flat world contagion economic history 2015 recovery Taper ZIRP NIRP QE distortion faultlines structural imbalance imbalances Impediments PBOC Fed BOE BOJ Abenomics hunt for yield reflate reflation asset allocation bubble speculative bubbles speculation equity bond property Debt Super Cyclehttps://pinboard.in/u:asterisk2a/b:a6ceaad00c4a/On Second Thought, China Slowdown Will Hit Global-Growth Outlook - Bloomberg Business2015-08-29T21:40:14+00:00
http://www.bloomberg.com/news/articles/2015-08-28/on-second-thought-china-slowdown-will-hit-global-growth-outlook
asterisk2aglobal economy BRIC trade deflationary deflation western world UK USA Europe China Russia India 2015 hunt for yield hot-money ZIRP NIRP QE reflate reflation emerging middle class GFC monetary policy asset allocation bubble equity speculative bubbles speculation unintended consequences complexity globalization imbalances globalisation faultlines structural imbalance Impediments secular stagnation economic history BOE Fed BOJ Abenomics ECB zombie banks theory contagion financial repression market bond property PBOChttps://pinboard.in/u:asterisk2a/b:fc18cdac7976/Paul Mason - is capitalism dead? | Guardian Live - YouTube2015-08-29T17:29:07+00:00
https://www.youtube.com/watch?v=4HMs0kkUvq8
asterisk2apost-capitalism crony capitalism monopoly monopsony Silicon Valley Wall Street Paul Mason rent-seeking intellectual property Page Rank Google Search copyright IP intellectualproperty DRM Kindle Amazon Microsoft Open Source Data civic good Public society Share Economy proprietary software Karl Marx economic history shared interest profit maximisation shareholder value buyback underinvestment productive investment climate change groups vested interestgroups fiduciary responsibility long-term view thinking faultlines lobbyist lobby Lobbying Career Politicians social contract No Representation neoliberalism neoliberal exploitation Gini coefficient Future of Work Mobile Creatives knowledge worker 3D printing marginal cost economics abundance renewable energy commodity business commoditization book meritocracy meritocratic Gesellschaft Zivilgesellschaft Wegwerfgesellschaft zombie consumer finite resources status anxiety identity philosophy sociology cohesion tension inequality income mobility 4-day week leisure timhttps://pinboard.in/u:asterisk2a/b:3018d6f90b8c/Jeremy Corbyn wins economists’ backing for anti-austerity policies | Politics | The Guardian2015-08-27T23:45:23+00:00
http://www.theguardian.com/politics/2015/aug/22/jeremy-corbyn-economists-backing-anti-austerity-policies-corbynomics
asterisk2aneoliberalism Jeremy Corbyn David Cameron Labour Party Conservative Tories Toff Privileged Establishment dogma ideology austerity Privatisation neoliberal budget2015 recovery public investment underinvestment productive infrastructure STEM Research digital economy knowledge differentiate differentiation IMF OECD global globalization globalisation borderless flat world competitiveness competitive competition advantage current account deficit trade balance Structural Impediments trickle-down economics economic history GFC Generationengerechtigkeit fairness vocational education policy social mobility income Gini coefficient gender inequality professional Future of Work Software Is Eating The creative destruction added value creation faultlines working poor precarious Precariat squeezed middle class deregulation underemployed unemployment imbalance subsidies subsidizing protectionism Career Politicians Pivot UK growth abundance marginal cost energy price renewable Oilhttps://pinboard.in/u:asterisk2a/b:d28ece919b77/How China's economic slowdown could weigh on the rest of the world | World news | The Guardian2015-08-26T14:43:16+00:00
http://www.theguardian.com/world/ng-interactive/2015/aug/26/china-economic-slowdown-world-imports
asterisk2aChina 2015 Europe USA globalization visualisation visualization global trade economy imbalances faultlines IMF OECD Developing World emerging middle class market Frontier Markets deficit balance economic history GFC reflate reflation recovery damage model macroeconomic policy growth complexity unknown unkown unintended consequences ZIRP NIRP QE liquidity trap Richard Koo developedhttps://pinboard.in/u:asterisk2a/b:bb224b754999/El-Erian: This Is Not 1998 or 2008 - YouTube2015-08-25T14:14:09+00:00
https://www.youtube.com/watch?v=vlmhNKVT6QM
asterisk2areflate reflation hunt for yield ZIRP NIRP QE asset allocation equity bubble speculative bubbles speculation secular stagnation New Normal bond distortion economic history trickle-down economics recovery UK USA Europe dogma ideology austerity fiscal policy stimulus Richard Koo Japan lost decade generation balance sheet recession deleveraging savings rate debtoverhang debt servitude sovereign crisis faultlines Structural Impediments participation unemployment imbalance Makers error folly macroprudential microeconomic monetary theory unconventional transmission mechanism system STEM industrial Manufacturing competitiveness globalisation globalization flat world commodity business commoditization borderless deflationary deflation Software Is Eating The Marketplace mobile homescreen phone first Smartphone Revolution 2.0 energy price Oil inflation expectation wage growth productivity output gap underinvestment Gini coefficient inequality income mobility social productive investment IMF OECD developed emerging middhttps://pinboard.in/u:asterisk2a/b:725f7002c3c5/Crash bei Dax und Dow: Das war's mit Illusion Nummer drei - SPIEGEL ONLINE2015-08-24T21:19:44+00:00
http://www.spiegel.de/wirtschaft/unternehmen/crash-bei-dax-und-dow-das-war-s-mit-illusion-nummer-drei-a-1049508.html
asterisk2aIMF OECD global economy trade globalisation imbalances globalization borderless flat world GFC dot.com recovery reflate reflation secular stagnation Richard Koo economic history austerity 2015 China USA UK Europe savings glut structural imbalance distortion QE ZIRP NIRP monetary policy fiscal underinvestment productive investment output gap participation rate productivity Great Moderation New Normal asset bubble equity speculative bubbles bond property hunt for yield liquidity trap transmission mechanism debtoverhang debt servitude deleveraging balance sheet recession inflation expectation deflationary deflation Oil price energy OPEC Makers error folly unintended consequences complexity unknown unkown share buyback Wall Street profit maximisation shareholder value public infrastructure business M&A mainstreet.org crony capitalism exploitation short-term thinking view bank bailout lobbyist lobby Lobbying Career Politicians No Representation social contract political theory unemployment Impediments faultlines lhttps://pinboard.in/u:asterisk2a/b:6485757875dd/US stocks nosedive in early trading amid collapse in global markets | Business | The Guardian2015-08-24T14:44:58+00:00
http://www.theguardian.com/business/2015/aug/24/us-stocks-dow-falls-global-markets-collapse
asterisk2acorrection asset bubble allocation emerging market hunt for yield unintended consequences 2015 unknown unkown hot-money ZIRP NIRP QE reflate reflation recovery GFC structural imbalance global imbalances China USA western world secular stagnation Developing developed Europe UK Singapore Asia economy trade energy price Oil OPEC economic history Taper Abenomics Japan Fed BOE ECB BOJ Richard Koo equity bond deflationary deflation job creation participation rate industrial policy Makers short-term thinking view folly error PBOC distortion faultlines Impediments STEM underinvestment productive investment output gap productivity Paul Krugman Larry Summers Ben Bernanke Janet Yellen Mark Carney MarioDraghi Angela Merkel Wolfgang Schäuble austerity fiscal Pact Schuldenbremse stimulus George Osborne dogma IMF OECD ChristineLagarde ideologyhttps://pinboard.in/u:asterisk2a/b:b376aac50f71/Chinese economic winter 'cooling' world economy - BBC News2015-08-22T11:32:12+00:00
http://www.bbc.co.uk/news/business-34011071
asterisk2aChina global economy 2015 economic slowdown recession Taper history recovery GFC BIS fiscal policy monetary centralbanks Developing World emerging market Frontier Markets sentiment UK USA faultlines structural imbalance imbalances Impedimentshttps://pinboard.in/u:asterisk2a/b:3742cd2ac219/Japan Exports Its Way to Irrelevance - Bloomberg View2015-08-18T19:39:56+00:00
http://www.bloombergview.com/articles/2015-08-17/japan-exports-its-way-to-irrelevance
asterisk2aGermany Exportweltmeister Japan China India Latin America competitive competition competitiveness flat world borderless globalization globalisation differentiate differentiation Abenomics economic history IMF OECD global economy trade Future of Work Universal Basic Income tax free Mobile Creatives Creative 3D printing Software Is Eating The Robotics automation ownership cost Millennials consumerist consumerism Frontier Markets Developing western UK USA Europe secular stagnation developed current account deficit lohndumping Lohnzurückhaltung liberal reform neoliberalism neoliberal Career Politicians No Representation technological progress biotechnologie biotechnology on-demand convenience marketplace efficiencies commodity business commoditization deflationary deflation 21stcentury Industrial Revolution 2.0 policy error folly inequality Gini coefficient social mobility squeezed middle class complexity Supply and Demand unknown unkown unintended consequences asset bubble allocation hunt for yield currency whttps://pinboard.in/u:asterisk2a/b:74d63ee9ee42/Europe's economic challenge not just about Greece - BBC News2015-08-18T06:55:13+00:00
http://www.bbc.co.uk/news/world-europe-33959761
asterisk2aEurope Germany France PIIGSFB Greece recovery 2015 bailout bank IMF debt restructuring jubilee Insolvenzverschleppung insolvent insolvency sovereign crisis greatrecession austerity ChristineLagarde Troika Wolfgang Schäuble Angela Merkel Leadership economic history unemployment long-term structural youth Impediments faultlines imbalance European Union Fiscal Pact Schuldenbremse GFC sovereignty lost decade generation EuropeanSystemicRiskBoard Parliament Career Politicians No Representation policy folly error Generationengerechtigkeit fairness short-term thinking view Opportunism opportunist smoking gun smoke mirror corporate media manufactured consent propaganda populism Election 2014 Lügenpresse industrial STEM PR spin doctor damage social tension contract cohesion competitive competition competitiveness differentiate differentiation Software Is Eating The World skill-biased technological change progress Smart Grid political theory economy Politics Ego interest groupshttps://pinboard.in/u:asterisk2a/b:891693e06dbe/Japan's economy shrinks by 0.4% in a blow for 'Abenomics' growth plan | World news | The Guardian2015-08-17T21:07:45+00:00
http://www.theguardian.com/world/2015/aug/17/japans-economy-shrinks-by-04-in-a-blow-for-abenomics-growth-plan
asterisk2aequity bubble BOJ Abenomics China 2015 western world developed Taper QE NIRP ZIRP economic history global economy trade Europe UK USA fiscal policy monetary Yen Richard Koo Oil price OPEC energy Supply and Demand structural imbalance Impediments faultlines GFC trickle-down economics tax evasion avoidance capitalism crony Wall Street bank bailout microeconomic microeconomics behavioral finance deleveraging debt servitude balance sheet recession debtoverhang Psychology sociology savings rate uncertainty insecurityhttps://pinboard.in/u:asterisk2a/b:d98d1d7d3b3e/China devalues yuan currency to three-year low - BBC News2015-08-11T18:24:40+00:00
http://www.bbc.co.uk/news/business-33858433
asterisk2aChina economic growth 2015 yuan currency war devaluation PBOC Taper USA UK deflationary deflation RMB Japan Europe Germany disinflation inflation expectation dis-inflation targeting western world BOE Fed ECB BOJ Brazil Australia commodities IMF SDR Forex Yen USD Euro British Pound recovery faultlines global trade economy globalisation globalization imbalances savings glut hunt for yield asset bubble allocation ZIRP NIRP QE distortion unintended consequences unknown unkown monetary policy Oil price energyhttps://pinboard.in/u:asterisk2a/b:d9c841b25fa0/Greenspan: Be Afraid of Pending Bubble in Bond Market - Bloomberg Business2015-08-10T19:00:24+00:00
http://www.bloomberg.com/news/videos/2015-08-10/greenspan-be-afraid-of-pending-bubble-in-bond-market
asterisk2aTaber bond bubble 2015 QE ZIRP NIRP unintended consequences unknown unkown recovery globalisation globalization Software Is Eating The World competition competitive competitiveness borderless flat deflationary deflation secular stagnation western Richard Koo balance sheet recession technological progress creative destruction deleveraging debtoverhang Career Politicians austerity fiscal policy monetary underinvestment productive investment STEM developed demographic ageing population Frontier Markets Developing economic history hunt for yield asset allocation Group behaviour behavioral economics finance financial incentive structural imbalance Impediments faultlines incomplete information complexity OPEC Europehttps://pinboard.in/u:asterisk2a/b:944f33c5f0db/The Unseen Consequences of Zero-Interest-Rate Policy2015-08-09T02:10:47+00:00
https://mises.org/library/unseen-consequences-zero-interest-rate-policy
asterisk2a> and false impression that austerity works great! // and as Richard Koo in one of his recent presentations (for his new book) said - Fed does not know how Taper will unfold, especially the problematic thing of long-dated bonds on their books and how to get them into the market.]]>ZIRP NIRP QE Taper Richard Koo economic history academia academics fiscal policy monetary recovery GFC hunt for yield asset allocation bubble 2015 distortion productive investment financial repression literacy damage Group behaviour behavioral economics savings rate balance sheet recession deleveraging glut structural deficit imbalance Impediments faultlines austerity Makers Career Politicians No Representation folly error unintended consequences unknown unkown UK USA Europe ECB Fed Abenomics lost decade generation BOE liquidity traphttps://pinboard.in/u:asterisk2a/b:e7b6a317aad6/STEPHANIE FLANDERS: It's borrowing and debt driving Britain's recovery | This is Money2015-07-31T14:44:13+00:00
http://www.thisismoney.co.uk/money/comment/article-2587392/STEPHANIE-FLANDERS-Why-borrowing-driving-UKs-recovery.html
asterisk2a2015 recovery UK austerity fiscal policy monetary ZIRP NIRP QE debt-fuelled debt monetisation monetization economic growth multiplier productive investment asset allocation distortion speculative bubbles hunt for yield current account deficit savings rate servitude household mortgage market Taper credit card consumer debtoverhang sovereign crisis Super Cycle public private bubble NPL Makers Manufacturing STEM George Osborne short-term thinking view David Cameron Career Politicians No Representation stimulus IMF OECD Toff Privileged Establishment social mobility downward Gini coefficient fairness error folly interest groups democracy tension cohesion budget2015 general election campaign promises competitiveness competitive flat world borderless global trade structural imbalance Impediments secular stagnation Richard Koo deflationary deflation inflation expectation targeting disinflation Mark Carney BOE balance sheet recession deleveraging history faultlines imbalances industrial output gap productivityhttps://pinboard.in/u:asterisk2a/b:0cdd69a37812/Greece debt crisis puts Germany's Merkel under pressure - BBC News2015-07-10T23:33:54+00:00
http://www.bbc.co.uk/news/blogs-eu-33461892
asterisk2aCareer Politicians compromise Grexit bailout debt restructuring haircut EFSF IMF ECB ESM Greece sustainable sustainability economic history austerity national interest European Union policy folly error Angela Merkel Sigmar Gabriel Wolfgang Schäuble Troika ChristineLagarde Eurogroup MarioDraghi common sense good Great Depression lost decade generation zombie banks short-term thinking view ideology dogma populism propaganda Nationalism media conglomerate Lügenpresse No Representation faultlines structural imbalance GFC recovery solidarity manufactured consent corporate state Gesellschaft fiscal transferunion Eurobond Leadership visionhttps://pinboard.in/u:asterisk2a/b:34d49fe50c36/Bayern: McKinsey sieht bis zu 40 Prozent der Jobs bedroht - SPIEGEL ONLINE2015-04-21T12:07:27+00:00
http://www.spiegel.de/wirtschaft/bayern-mckinsey-sieht-bis-zu-40-prozent-der-jobs-bedroht-a-1024769.html
asterisk2aBerlin Start-Up Scene Europe Gini coefficient inequality income Germany SMB industrial policy innovation disrupting markets disruption Exportweltmeister China BRIC Software Is Eating The World Career Politicians Makers lobbyist lobby Lobbying folly error Manufacturing 3D printing algorithm Robotics automation Share Economy Services Industry Niedriglohnsektor service flat education social mobility diversity immigration demographic bubble ecological disaster environmental productivity efficiency public health chronic diseases sick population faultlines structural imbalance Impediments unemployment youth lost decade generation Fiscal Pact infrastructure investment business confidence sovereign debt crisis PIGS austerity Schuldenbremse Angela Merkel GroKo Wolfgang Schäuble economic history Silicon Valley Year of Code STEM Wall Street shareholder value profit maximisation Mittelstand SME borderless competitive competitiveness competition ecosystem Mobile Creatives Creative Future Workhttps://pinboard.in/u:asterisk2a/b:0cf970c948ce/Gillmor Gang: Money for Nothing - Gillmor Gang | TechCrunch TV2015-04-18T19:39:05+00:00
http://techcrunch.com/video/gillmor-gang-money-for-nothing/518774797/
asterisk2aSeed Round A traction hunt for yield ZIRP NIRP QE unintended consequences Silicon Valley asset bubble allocation behavioral finance bond bubbles equity demographic secular stagnation complexity growth Start-Up lesson advice pattern matching selection bias confirmation Unicorn Wall Street Private Mutual Fund Hedge Venture Capital savings glut productive investment business model Snapchat WhatsApp Instagram Slack Uber productivity output gap STEM Share Economy Services Industry Niedriglohnsektor incomplete information economic history marginal cost liquidity trap sovereign debt crisis zombie banks consumer corporations structural imbalance global imbalances faultlines Product/Market Fit value creation 1000 True Fans Core Product Proposition differentiate differentiationhttps://pinboard.in/u:asterisk2a/b:3d45b2d876e7/The Potential Upside To A Technology Bubble | TechCrunch2015-04-17T02:42:33+00:00
http://techcrunch.com/2015/04/07/the-potential-upside-to-a-technology-bubble/
asterisk2aSilicon Valley Seed Round growth hunt for yield A GFC recession Unicorn symptom burn rate superficial status anxiety symbol Private Equity bubble bond ZIRP NIRP QE distortion secular stagnation liquidity trap speculative bubbles Super Rich 1% asset allocation incomplete information complexity herding demographic Structural Impediments imbalance faultlineshttps://pinboard.in/u:asterisk2a/b:aadee1010941/Deutschlands Handelsbilanz: Die Probleme einer Exportnation - SPIEGEL ONLINE2015-04-13T21:03:08+00:00
http://www.spiegel.de/wirtschaft/soziales/deutschlands-handelsbilanz-die-probleme-einer-exportnation-a-1028256.html
asterisk2abusiness confidence trustagent trust GFC recovery deleveraging global imbalances balance sheet recession debtoverhang sovereign debt crisis PIGS Europe ECB economic history IMF austerity OECD investment productive productivity output gap UK Wall Street Germany France infrastructure BRIC Asia Latin America borderless globalisation flat world globalization savings glut ZIRP NIRP QE hunt for yield bond bubble unintended consequences Taper USA Fed BOE Abenomics BOJ lost decade generation youth unemployment precarious work Precariat Service Sector Jobs Share Economy Services Industry Industrial Revolution Future of Software Is Eating The automation Robotics AI artificial intelligence augmented algorithm Super Rich 1% middle class squeezed living wage working poor Exportweltmeister crony capitalism exploitation lobby Lobbying lobbyist Career Politicians No Representation consumer demographic zombie corporations banks secular stagnation structural imbalance Impediments faultlineshttps://pinboard.in/u:asterisk2a/b:3f1271ebb648/Die Fakten über Griechenland - Undankbare Faulenzer? - Monitor 05.02.2015 - Bananenrepublik - YouTube2015-02-08T16:14:51+00:00
https://www.youtube.com/watch?v=gYwWDcXiNq8
asterisk2aGrexit Greece populism Career Politicians Angela Merkel IMF austerity economic history Wolfgang Schäuble European Union Troika Bailout haircut PIGS Syriza Podemos Spain humanitarian crisis human tragedy Politics lost generation decade sovereign debt fiscal sovereignty greatrecession GFC recovery Germany Eurokriese book Europe Exportweltmeister Soziale Marktwirtschaft national identity culture Nationalismus Nationalism foreign affairs faultlines Structural Impediments imbalancehttps://pinboard.in/u:asterisk2a/b:dd3c09d00231/BBC News - ECB unveils massive QE boost for eurozone2015-01-22T18:54:34+00:00
http://www.bbc.co.uk/news/business-30933515
asterisk2aECB QE unconventional monetary policy deflation deflationary recovery Europe debt monetization monetisation GFC deleveraging Structural Impediments imbalance debtoverhang balance sheet recession liquidity trap sovereign crisis Grexit consumer private Super Cycle bubble household restructuring haircut public zombie banks transmission mechanism fiat currency money stimulus theory system Japan economic history global economy 2015 faultlines PIGS output gap productivity Euro war NIRP ZIRP hunt for yield unintended consequences exit strategy MarioDraghi Wall Streethttps://pinboard.in/u:asterisk2a/b:48f37999b933/Warum wir weiter Bargeld brauchen - Münchau zu Rogoff-Vorstoß - SPIEGEL ONLINE2014-11-25T04:33:30+00:00
http://www.spiegel.de/wirtschaft/soziales/warum-wir-weiter-bargeld-brauchen-muenchau-zu-rogoff-vorstoss-a-1004608.html
asterisk2afiat currency inflation targeting deflation deflationary Europe economic history ECB MarioDraghi fiscal policy monetary QE ZIRP NIRP OMT zombie banks business confidence Japan lost decade generation LTRO TLTRO Structural Impediments PIGS Angela Merkel Pact Schuldenbremse France Sick man of imbalance faultlines infrastructure investment Demand and Supply China Russia BRIC Frontier Markets Exportweltmeister GFC recovery liquidity trap Richard Koo KennethRogoff balance sheet recession deleveraging debtoverhang Debt Super Cycle Wall Street asset bubble speculative bubbles hunt for yield crony capitalism Lohnzurückhaltung consumer profit maximisation Future Work Software Is Eating The World culture society Politics short-term thinking view compromise Career Politicians Lobbying lobbyist lobby flat globalisation globalizationhttps://pinboard.in/u:asterisk2a/b:9d1e62d2d58f/Anleihekäufe führen nicht zu Inflation: Kolumne von Wolfgang Münchau - SPIEGEL ONLINE2014-11-17T23:26:02+00:00
http://www.spiegel.de/wirtschaft/unternehmen/anleihekaeufe-fuehren-nicht-zu-inflation-kolumne-von-wolfgang-muenchau-a-1003327.html
asterisk2aliquidity trap Japan BOJ Fed BOE ECB quantitative-easing QE ZIRP NIRP OMT TLTRO LTRO TARP POMO equity bubble asset allocation hunt for yield sovereign debt crisis Richard Koo lost decade economic history monetary transmission mechanism theory business confidence consumer zombie banks investment trust trustagent fiscal policy austerity IMF BIS centralbanks deleveraging debtoverhang Super Cycle monetization monetisation restructuring haircut system fiat currency deflation deflationary inflation targeting expectation flat world globalization globalisation faultlines infrastructure Structural Impediments imbalance competitive competitiveness China BRIC Frontier Markets Developing global trade macroeconomics microeconomics labour market economics 21stcentury Software Is Eating The algorithm Robotics automation Niedriglohnsektor lohndumping Lohnzurückhaltung disposable income Mobile Creative Creativeshttps://pinboard.in/u:asterisk2a/b:8fc6b0c02d30/BBC News - Bank of England warns inflation could drop below 1%2014-11-12T13:56:40+00:00
http://www.bbc.co.uk/news/business-30020565
asterisk2aUK secular stagnation Europe recovery GFC deflation deflationary economic history Structural Impediments faultlines imbalance inflation monetary policy fiscal BOE expectation Niedriglohnsektor USA Services Industry service economyhttps://pinboard.in/u:asterisk2a/b:d9cafdd0f9a7/Capitalism in Crisis Amid Slow Growth and Growing Inequality - SPIEGEL ONLINE2014-10-24T14:31:44+00:00
http://www.spiegel.de/international/business/capitalism-in-crisis-amid-slow-growth-and-growing-inequality-a-998598.html
asterisk2aJapan economic history GFC recovery greatrecession 2014 secular stagnation faultlines Abenomics Richard Koo structural imbalance global imbalances Impediments deficit liquidity trap globalisation globalization flat world Gini coefficient social cohesion income inequality mobility downward disposable academia academics fiscal policy monetary debtoverhang Debt Super Cycle sovereign crisis deleveraging NPL zombie banks business investment consumer confidence balance sheet recession creditcrunch Wall Street crony capitalism excess Bailout toobigtofail TBTF too big to jail unintended consequences equity bubble asset ZIRP NIRP QE OMT TARP LTRO TLTRO Funding for Lending Scheme IMF BIS Europe UK USAhttps://pinboard.in/u:asterisk2a/b:b539c50178ce/BBC News - Share prices across Europe continue to slide2014-10-16T14:03:33+00:00
http://www.bbc.co.uk/news/business-29644214
asterisk2aTaper recovery Structural Impediments unemployment deficit imbalance faultlines distortion economic history liquidity trap debtoverhang Debt Super Cycle PIGS Europe UK USA fiscal policy Pact monetary productivity output gap folly error uncertainty business confidence investment ZIRP NIRP deflation deflationary secular stagnation stagflation consumer trust trustagent ECB BOE BOJ Fed Abenomics bond bubble equity asset unintended consequences unknown unknowns unkown hunt for yieldhttps://pinboard.in/u:asterisk2a/b:4603f403edab/IWF-Treffen in Washington: Kritik an Geldpolitik von Draghi - SPIEGEL ONLINE2014-10-12T20:29:09+00:00
http://www.spiegel.de/wirtschaft/soziales/iwf-treffen-in-washington-kritik-an-geldpolitik-von-draghi-a-996714.html
asterisk2aIMF BIS ZIRP QE NIRP OMT TLTRO LTRO monetary transmission mechanism distortion Richard Koo deleveraging trust trustagent business confidence consumer liquidity trap ECB BOE Fed MarioDraghi Germany PIGS faultlines global imbalances structural imbalance Impediments working poor underemployed squeezed middle class Demand and Supply Lohnzurückhaltung deflation deflationary stagflation secular stagnation Europe France Sick man of infrastructure investment BRIC MINT Frontier Markets Developing World Exportweltmeister balance sheet recession GFC debtoverhang Debt Super Cycle economic history globalization globalisation disposable income flat ABS zombie banks UK USA lost decade generation Policy Makers education fiscal folly error complexity unintended consequences academia Taper Gini coefficient inequality mobility downward social Rich 1% Bailout No Representation Career Politicians bankinghttps://pinboard.in/u:asterisk2a/b:9ed69748c241/BBC News - More student loans won't be repaid, government believes2014-10-11T00:28:08+00:00
http://www.bbc.co.uk/news/education-26688018
asterisk2aStudentLoans Student Loan Bubble debt income mobility social Super Cycle education policy Public babyboomers Future of Work practical skills skill set Liberal Arts Mobile Creative Creatives apprenticeships Trainee Year Code Elite Privileged 1% meritocratic meritocracy Toff UK industrial manufacturing destruction Structural Impediments imbalance faultlines flat world service economy globalisation globalization David Cameron GFC austerity George Osborne Career Politicians short-term thinking view Vision Leadershiphttps://pinboard.in/u:asterisk2a/b:5d4df4342491/Alan Greenspan on what's wrong with the world economy - Newsnight - YouTube2014-10-09T17:43:48+00:00
https://www.youtube.com/watch?v=5dTupYqBfWk
asterisk2a> schwarze null von Angela Merkel & Schaeuble is political motivate to stay in power. short-term. to get re-elected. especially w local election coming up. Germany lebt auf verschleiss. + https://www.youtube.com/watch?v=ioqtw84YLQM "Schwarze Null: Deutschland spart sich kaputt | Monitor | Das Erste | WDR" + http://www.spiegel.de/wirtschaft/soziales/iwf-chefin-lagarde-draengt-mitgliedslaender-zu-hoeheren-investitionen-a-996351.html + http://www.spiegel.de/wirtschaft/unternehmen/export-aus-deutschland-staerkster-einbruch-seit-anfang-2009-a-996178.html + http://www.spiegel.de/wirtschaft/unternehmen/dax-schliesst-wegen-sorgen-um-konjunktur-unter-9000-punkten-a-996000.html + http://www.spiegel.de/wirtschaft/soziales/iwf-tagung-in-washington-banker-fordern-aktionen-von-deutschland-a-996607.html + http://www.spiegel.de/wirtschaft/soziales/iwf-tagung-weidmann-warnt-vor-staatlichen-investitionsprogrammen-a-996444.html & bit.ly/1CdseYt]]>secular stagnation alangreenspan Alan Greenspan recovery GFC 2014 ZIRP liquidity trap Structural Impediments imbalance faultlines NIRP QE monetary policy fiscal austerity economic history Debt Super Cycle sovereign crisis infrastructure investment business Europe PIGS transmission mechanism confidence trust trustagent Germany folly error IMF Makers Pact stimulus Career Politicians short-term thinking view Angela Merkel Wolfgang Schäuble equity bubble Thomas Piketty book Jens Weidmannhttps://pinboard.in/u:asterisk2a/b:8cf1922c00c4/Germany recession fears - YouTube2014-10-07T20:28:55+00:00
https://www.youtube.com/watch?v=f0hm8cUhp3g
asterisk2aIMF Germany flat world globalisation globalization China BRIC MINT USA UK Europe PIGS IMG austerity recovery GFC sovereign debt crisis debtoverhang Super Cycle Fiscal Pact Exportweltmeister infrastructure investment business Career Politicians short-term thinking view confidence trust trustagent Policy Makers error folly monetary transmission mechanism ECB ZIRP liquidity trap NIRP stagflation secular stagnation lost decade generation economic history Structural Impediments faultlines France deficit imbalance Ukrain Ukraine Russia foreign diplomacy East geopolitics G Zero IBS equity bubble asset unintended consequences hunt for yield Politicshttps://pinboard.in/u:asterisk2a/b:d0e95c6ba7bb/EZB: Draghi kündigt Aufkaufprogramm für Kredite an - SPIEGEL ONLINE2014-10-02T23:48:46+00:00
http://www.spiegel.de/wirtschaft/ezb-draghi-kuendigt-aufkaufprogramm-fuer-kredite-an-a-995165.html
asterisk2aECB MarioDraghi monetary policy unconventional ABS creditcrisis creditcrunch business investment transmission mechanism inflation expectation Europe PIGS NPL deleveraging balance sheet recession debtoverhang sovereign debt crisis austerity IMF France Germany trade 2014 recovery GFC stagflation secular stagnation Richard Koo Structural Impediments infrastructure unemployment deficit imbalance faultlines budget fiscal Pact liquidity trap ZIRP NIRP QE OMT TLTRO LTRO zombie banks confidence trust trustagent distortion unintended consequences complexity asset bubblehttps://pinboard.in/u:asterisk2a/b:b84f5879fe7e/BBC News - UK loses top AAA credit rating for first time since 19782014-09-29T11:55:21+00:00
http://www.bbc.co.uk/news/business-21554311
asterisk2aUK creditrating austerity recovery 2014 manufacturing industrial policy monetary fiscal faultlines Structural Impediments deficit imbalance IMF economic history London George Osborne stagflation secular stagnation debtoverhang balance sheet recession sovereign debt crisis Super Cycle consumer zombie Bailout deleveraginghttps://pinboard.in/u:asterisk2a/b:7e53ea3b3536/Not that negative after all - YouTube2014-09-23T23:52:00+00:00
https://www.youtube.com/watch?v=l587uRIzYOk
asterisk2amonetary stimulus policy unconventional ECB negative real interest rate NIRP ZIRP QE TLTRO OMT ABS LTRO liquidity trap transmission mechanism business investment infrastructure trust trustagent confidence creditcrunch economic history Europe faultlines Structural Impediments deficit imbalance debtoverhang deleveraging balance sheet recession PIGS flat world globalization globalisation Exportweltmeister Germany BuBa austerity IMF stagflation secular stagnation Debt Super Cycle sovereign crisis zombie banks distortion BRIC MINT USA UK MarioDraghi Demand Shock Supply and industrial manufacturing Services Industry service economy recovery GFC 2014 consumer output gap productivityhttps://pinboard.in/u:asterisk2a/b:fe10171fd993/TLTRO take-up underwhelming - YouTube2014-09-18T19:44:11+00:00
https://www.youtube.com/watch?v=0cxihdImMt0
asterisk2aLTRO TLTRO unconventional monetary policy zombie banks NPL PIGS Europe ECB banking union sovereign debt crisis ZIRP NIRP negative real interest rate liquidity trap transmission mechanism ABS business investment infrastructure creditcrunch creditcrisis confidence cycle GFC recovery Structural Impediments imbalance faultlines lost decade generation global imbalances balance sheet recession distortion incentive deleveraging Richard Koo MarioDraghi stimulus system fiscal austerity economic history animal spirits fear uncertainty trust trustagent IMF divergencehttps://pinboard.in/u:asterisk2a/b:93a120953d04/Conversation: Managing China's Economic Slowdown - YouTube2014-09-17T03:03:27+00:00
https://www.youtube.com/watch?v=JtIRY_PA5Zk
asterisk2aChina speculative bubbles asset bubble economic history rebalancing Structural Impediments faultlines imbalance property distortion long-term exports Exportweltmeister consumption consumer fiscal policy macroprudential macroeconomic microeconomic social safety net public pension demographic flat world globalisation globalization BRIC MINT Africa infrastructure investment urbanisation emerging market Developinghttps://pinboard.in/u:asterisk2a/b:3fa28c7916ab/Müllers Memo: Hartz-Reformen sind ein Mythos - SPIEGEL ONLINE2014-09-15T05:08:47+00:00
http://www.spiegel.de/wirtschaft/soziales/muellers-memo-hartz-reformen-sind-ein-mythos-a-991431.html
asterisk2aeconomic history Germany babyboomers demographic bubble demographics demography hartz-iv industrial policy economics flat world globalization globalisation BRIC MINT Frontier Markets emerging market Developing exports export Exportweltmeister structural imbalance faultlines Lohnzurückhaltung mindestlohnhttps://pinboard.in/u:asterisk2a/b:d36b757d7adb/BBC News - Farewell to the mother of all depressions2014-09-15T02:41:53+00:00
http://www.bbc.co.uk/news/business-28480145
asterisk2aUK recovery greatrecession 2014 Structural Impediments imbalance faultlines zombie consumer debtoverhang Taper ZIRP NIRP liquidity trap QE negative real interest rate BOE fiscal policy monetary austerity greatdepression lost decade generation George Osborne David Cameron working poor squeezed middle class underemployed IMF infrastructure investment business productivity output gap London economies of agglomeration Aberdeen industrial comparative advantage competitiveness competitive tax code taxation avoidance evasion credit free income GFC creditcrisis creditcrunsh balance sheet recession deleveraging sovereign debt crisis Super Cycle manufacturing Consumerism consumerist reflation equity bubble bond household economic historyhttps://pinboard.in/u:asterisk2a/b:6d6722461af5/Is Japan's Economy Headed for Collapse? | The National Interest2014-09-07T21:15:56+00:00
http://nationalinterest.org/feature/japans-economy-headed-collapse-11217
asterisk2aAbenomics Japan lost decade generation sovereign debt crisis Super Cycle economic history demographic bubble demographics demography monetary stimulus policy fiscal Structural Impediments imbalance faultlineshttps://pinboard.in/u:asterisk2a/b:61737dfce885/