March 02, 2009
It appears that many of us have had quite a bit of a weekend these past days. Sitting here in Barcelona’s airport I can look back at some very nice dinners and conversations in the company of friends and colleagues as well as the odd stroll down La Rambla. I can also look back at some nice cul...
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cv
at 10:00 AM
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February 03, 2009
... is getting increasingly difficult at the moment. Take Hungary for example. I take it that most economic commentators and analyst know that it is bad in Hungary and together with Ukraine I would submit that these two face the largest risk of sporting the next global macro blowout (assuming that R...
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cv
at 4:35 PM
December 24, 2008
The ink on the post below suggesting that I would wind down for Christmas (and exam preparation) has hardly dried before I am forced back into action (more or less that is). And the occasion? Well, I am not going into too much background here, but one event important to remember (out of so man...
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cv
at 6:51 AM
November 30, 2008
Once again, I am flattering an entry with a picture taking here in Switzerland where I am currently entertaining courses at HEC Lausance. As you can see, it is a beautiful place and also, as it were, very interesting with respect to tail fume patterns from the enormous amount of airplanes moving bac...
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cv
at 3:14 PM
October 13, 2008
As I peer out my window towards the Alpes and the northern entry point to Le Vallé du Rhône I am wondering whether the experiments conducted only 40 kilometers from my current habitat haven't gone terribly wrong? Consequently, it is getting decidedly difficult not to link the initiation of experim...
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cv
at 7:49 PM
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June 16, 2008
I am back in the saddle or more specifically I have now finished my studies for the year (only one year left now!). This means that regular services will now resume here at Alpha.Sources. Over the course of the summer I will also be working on a slew of papers whose summaries have been collect...
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at 1:28 AM
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June 04, 2008
[Uff, that was an unduly quick write up and I have now corrected the most severe mis-spellings and typos accordingly] Volatility seems to be on the rise in the market place (at least if the past days' trading is to be deemed representative). As per usual Macro Man provides an excellent looking...
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at 5:00 AM
May 26, 2008
We are certainly getting a fair share of the market action in Eastern Europe at the moment. Of course, such a perspective will depend on the bias of the observer but I definitely think that recent events within the Eastern European economic edifice suggest that the economic climate is beginning to s...
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at 2:23 AM
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May 12, 2008
[Update added below: Stefan Karlsson responds to the recent data from the Baltics noting that we are now definitely in a recession (although I am not sure that Estonia contracted in Q1 2008 while Latvia and Lithuania certainly did); as for the recession call ... he may very well be right.] Last Frid...
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at 3:59 AM
April 26, 2008
As my regular readers will know a part of my analysis on Eastern Europe and the Baltics has been to look at the Eastern European edifice through the lens of Lithuania. Last time I did that I showed an update in terms of the labour market as well as I did a more thorough analysis of Lithuania's exter...
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at 10:16 AM
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