Pinboard (asterisk2a)
https://pinboard.in/u:asterisk2a/public/
recent bookmarks from asterisk2aThe constraints on cheap money | Authers' Note2016-04-08T21:41:15+00:00
https://www.youtube.com/watch?v=VWGBs7DC6tU
asterisk2aZIRP NIRP QE investment banking retail insurance industry Deutsche Bank distortion financial repression New Normal secular stagnation western world economic history recovery reflate reflation BOJ ECB Fed Yen BOE austerity fault lines Structural Impediments Taper QT liquidity traphttps://pinboard.in/u:asterisk2a/b:c396bfdbc623/Ex-MPC member says rates will stay low until 2021 - BBC News2016-03-05T10:44:26+00:00
http://www.bbc.co.uk/news/business-35731957
asterisk2aZIRP NIRP QE BOE UK global economy recovery aggregate demand property bubble underinvestment austerity George Osborne speculative bubbles speculation mortgage market macroprudential policy Mark Carney Help to Buy Scheme Save Right Buy-to-Let subprime car loan credit card debt zombie consumer corporations banks Richard Koo liquidity trap secular stagnation economic history GFC household private David Blanchflower Danny financial repression hunt for yield asset allocation distortion Super Cycle junk bond Gini coefficient deflationary deflation Taper QT monetary fiscal Pact Schuldenbremse BIS ECB Fed BOJ PBOC hot-moneyhttps://pinboard.in/u:asterisk2a/b:d7481ce5bca3/Mervyn 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/Tasting menu: Audio highlights from the February 20th 2016 edition by The Economist2016-02-24T17:19:09+00:00
https://soundcloud.com/theeconomist/tasting-menu-audio-highlights-from-the-february-20th-2016-edition
asterisk2aaggregate demand ZIRP NIRP QE China ECB BOJ Abenomics Taper QT Fed distortion hot-money austerity Richard Koo Fiscal Pact Schuldenbremse George Osborne secular stagnation western world Wolfgang Schäuble Angela Merkel European Union Mark Carney BOE property bubble policy monetary economic history Gini coefficient inequality tax evasion avoidance underinvestment productivity output gap lost decade generation Generationengerechtigkeit bank bailout fairness recovery unintended consequenceshttps://pinboard.in/u:asterisk2a/b:2e37ea4aacae/Beware the Minuses of Negative Interest Rates2016-02-15T15:42:14+00:00
http://www.barrons.com/articles/beware-the-minuses-of-negative-interest-rates-1454543139
asterisk2asecular stagnation emerging middle class demographic bubble ageing population western world ZIRP NIRP QE distortion liquidity trap New Normal financial repression GFC economic history Richard Koo consumer debt squeezed household credit card car loan business confidence student Super Cycle servitude mortgage market asset speculative bubbles hunt for yield hot-money equity bond property BRIC China disposable income discretionary spending Frontier Markets UK USA Europe Japan Abenomics Niall Ferguson Paul Krugman Joseph Stiglitz Gini coefficient inequality distribution mobility wage growth tax evasion avoidance Wall Street profit maximisation shareholder value underinvestment austerity productivity output gap public investment productive infrastructure STEM R&D competitiveness Robert Reich balance sheet recession deleveraging debtoverhang zombie banks corporations macroprudential policy miltonfriedman JohnMaynardKeynes keynes Keynesianism Fiscal Pact monetary Schuldenbremse unconventional QT Taper money supply vehttps://pinboard.in/u:asterisk2a/b:efeaa37a2679/Pando: Two slides that could predict a worse quarter for venture capital is coming2016-01-25T16:48:47+00:00
https://pando.com/2016/01/22/two-slides-could-predict-worse-quarter-venture-capital-coming/
asterisk2agrowth round Venture Capital ZIRP NIRP QE distortion Silicon Valley Private Equity Mutual Fund Angel Investor Seed Party Market Hype Cycle Unicorn China credit bubble monetary policy liquidity trap speculative bubbles asset allocation QT Software Is Eating The World mobile homescreenhttps://pinboard.in/u:asterisk2a/b:f73cc2f1c86d/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/"How The Investment Grade Dominos Will Fall" - UBS Explains | Zero Hedge2016-01-17T13:33:42+00:00
http://www.zerohedge.com/news/2016-01-16/how-investment-grade-dominos-will-fall-ubs-explains
asterisk2acreditrating creditrisk NPL corporate debt ZIRP NIRP QE distortion speculative bubbles monetisation monetization leverage junk bond sovereign crisis PIGS monetary policy emerging market Frontier Markets BRIC economic history Taper QT M&Ahttps://pinboard.in/u:asterisk2a/b:60758e78dce7/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/Pando: Unicorns on fire: Funding falls dramatically in the fourth quarter, along with exits of all kinds2016-01-08T01:51:33+00:00
https://pando.com/2016/01/07/unicorns-fire-funding-falls-dramatically-fourth-quarter-along-exits-all-kinds/
asterisk2aIPO Unicorn growth round ZIRP NIRP QE distortion Private Market Wall Street Fed monetary policy USA China business confidence Silicon Valley Hype Cycle termsheet liquidation preferences Equity Mutual Fund SPV Venture Capital Angel Investor Seed Oil price QThttps://pinboard.in/u:asterisk2a/b:372713764649/Börsenabsturz in China: Der Kontrollverlust - Kommentar - SPIEGEL ONLINE2016-01-06T18:51:43+00:00
http://www.spiegel.de/wirtschaft/soziales/china-boersenabsturz-als-symptom-des-kontrollverlusts-a-1070427.html
asterisk2aChina economic history SRD Yuan macroeconomic policy microeconomic corruption bribery regulation regulators liberal reform refugee inequality IMF AIIB World Bank Hegemony PBOC Gini coefficient social safety net Services Public discretionary spending disposable income pension scheme fund asset allocation capital ZIRP NIRP QE credit bubble QT monetary fiscal shadow banking NPL 2015 2016 economy demographichttps://pinboard.in/u:asterisk2a/b:d785b065a150/Profit mean reversion and recession | Credit Writedowns2015-10-15T21:56:45+00:00
https://www.creditwritedowns.com/2015/10/profit-mean-reversion-and-recession.html
asterisk2arecovery business cycle financial private debt household consumer Student Loan Bubble car credit card deleveraging Richard Koo debtoverhang austerity fiscal policy economic history monetary job creation Service Sector Jobs western world secular stagnation Niall Ferguson wage growth income distribution Gini coefficient inequality trickle-down economics neoliberalism neoliberal Wall Street bank bailout budget deficit UK USA Schuldenbremse Pact sovereign crisis Positioning mainstreet.org Germany disposable discretionary spending low crony capitalism reflate reflation Career Politicians constituency fairness Generationengerechtigkeit Niedriglohnsektor lobbyist lobby Lobbying corporate welfare tax evasion avoidance social mobility contract political theory Standard American Diet equity ZIRP NIRP QE BRIC BOE Fed mandate BOJ PBOC distortion 2015 ECB Super servitude zombie banks corporations junk bond Taper QT irrational exuberance asset allocation capital speculative bubbles commodity prices Oil price inflation expehttps://pinboard.in/u:asterisk2a/b:eca97778b5cc/Banking Crisis: Bernanke Bust is Here - Mike Maloney - YouTube2015-10-12T21:53:39+00:00
https://www.youtube.com/watch?v=6Ksc2WJoXpg
asterisk2abanking crisis 2015 Fed mandate monetary policy unconventional retail investment bank shadow centralbanks ZIRP NIRP QE unknown unkown unintended consequences distortion speculative bubbles equity bubble reflate reflation BRIC China Brazil commodity prices Oil price OPEC property credit trust distrust QT leverage margin trading call squeeze crunch zombie banks corporations consumer card debt car loan mortgage market UK USA economic history recovery regulation self-regulation deregulation regulators financial repression GFC cycle Janet Yellen benbernanke Ben Bernanke transmission mechanism stimulus theory systemhttps://pinboard.in/u:asterisk2a/b:4e193bb9ea2c/Icahn warns of potential looming catastrophe2015-09-30T19:59:31+00:00
http://www.cnbc.com/2015/09/27/-of-potential-looming-catastrophe.html
asterisk2aasset bubble speculative bubbles reflate reflation ZIRP NIRP QE UK BOE USA Fed mandate equity bond junk Student Loan car credit card household debt private consumer debtoverhang recovery fiscal policy monetary unconventional 2015 BRIC China Brazil GFC bank crisis bailout banking NPL shadow PBOC BOJ Abenomics hot-money currency-war currency debasement war BIS centralbanks ECB excess reserves investment retail liquidity trap FX QT Taper 2016 secular stagnation Richard Koo Niall Ferguson Joseph Stiglitz austerity Paul Krugman Gini coefficient inequality Super Rich 1%https://pinboard.in/u:asterisk2a/b:9044a66b43d5/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/Bank of England may cut rates, says chief economist - BBC News2015-09-21T23:44:27+00:00
http://www.bbc.co.uk/news/business-34291815
asterisk2aChina sovereign debt crisis European Union BRIC credit bubble 2015 headwinds Fed mandate BOE bond Taper Richard Koo fiscal policy austerity monetary QE ZIRP NIRP QT British Pound Sterling Dollar petrodollar FX reserves excess liquidity trap GFC economic history trickle-down economics Pact Schuldenbremse George Osborne budget2015 David Cameron industrial underinvestment infrastructure investment productivity output gap STEM Research competitiveness competitive differentiate differentiation shadow banking leverage margin trading speculative bubbles property asset allocation capital hunt for yield FOMO equity Gini coefficient inequality social mobility crony capitalism Wall Street business confidence profit maximisation shareholder value share buyback Niall Ferguson secular stagnation western world deflationary deflation macroprudential microeconomic education fairness Generationengerechtigkeit bank bailout tax evasion avoidance code corporate rate short-term thinking view transmission mechanism stimulus unconvehttps://pinboard.in/u:asterisk2a/b:885e4c6429f3/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/The Fed has to deal with its own zombie apocalypse2015-09-18T19:52:42+00:00
http://www.cnbc.com/2015/09/18/the-fed-has-to-deal-with-its-own-zombie-apocalypse.html
asterisk2azombie corporations consumer Junk Bond Taper Fed mandate USA Richard Koo interest payments bubble ZIRP NIRP QE unconventional monetary policy unintended consequences distortion unknown unkown complexity QT 2015 China credit BRIC transmission mechanism liquidity trap squeeze ratings secular stagnation western world refinancing debt monetisation monetization corporate leverage margin trading reflate reflation productivity UK Europe output gap competitive competition globalization globalisation borderless flat New Normal economic history trickle-down economics marginal cost of abundancehttps://pinboard.in/u:asterisk2a/b:9196e3ac6383/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/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/ABN Amro Warns There Is A 40% Chance Mario Draghi Expands ECB QE "As Soon As This Week" | Zero Hedge2015-09-03T07:47:23+00:00
http://www.zerohedge.com/news/2015-09-01/abn-amro-warns-there-40-chance-mario-draghi-expands-ecb-qe-soon-week
asterisk2aQT Quantitative Tightening Taper QE ECB BOJ Abenomics Fed 2015 China monetary policy stimulus unconventional system reserve currency petrodollar PBOC centralbanks reserves FX Treasury Market treasuries bond bubble reflate reflation distortion economic history global trade growth economy OPEC Russiahttps://pinboard.in/u:asterisk2a/b:7925bef793bd/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/James Rickards - 2016 Economic Collapse - YouTube2015-09-03T05:31:04+00:00
https://www.youtube.com/watch?v=Si8W8Xj6Lkc
asterisk2atreasuries Treasury Market USA Fed bond bubble 2015 China Russia secular stagnation deflationary deflation USD globalization globalisation petrodollar OPEC QT Quantitative Tightening emerging book Dollar IMF SDR reserve currencyhttps://pinboard.in/u:asterisk2a/b:bb54601fed74/