MUFG Securities EMEA plc
[ Log In ]

Economic Calendar

Latest MUSI Economic Research

How could a dominant party system react?
03 Jan 19 | Economic Notes | Brendan Brown |


Economic ViewpointIf you are reading this email on a Blackberry, please see below for a summary of today's Viewpoint:
 •    The flash surge of the yen this morning on the “Apple shock” does not signify broad confidence in Japan’s ability to weather a global economic downturn even though political risks seem presently low.  Read on!  
•    The total absurdity of the Abe economics attachment to the 2 per cent inflation standard becomes clearer by the day – other than in the context of a stealth agenda to tax Japanese savers via a system of financial repression and so slow the journey to public financial sector crisis
Is it impossible to eradicate the Keynesian virus?
02 Jan 19 | Economic Notes | Brendan Brown |


Economic ViewpointIf you are reading this email on a Blackberry, please see below for a summary of today's Viewpoint:
•    The speculative narrative about Big Monopoly, Big Data, and Big Profits has become tawdry – alongside many other similar narratives.  
•    Fading narratives and a cracking camouflage to leverage are grounds for hypothesizing that the Fed could not re-power asset inflation in this cycle.
The volatile Russian component
28 Dec 18 | Economic Notes | Brendan Brown |


Economic ViewpointIf you are reading this email on a Blackberry, please see below for a summary of today's Viewpoint:
 •    If yesterday’s scenario-building in Economic Viewpoint is at all near the mark (a great depression in 1919-21)then we should worry about the potential for domestic political shock in Western Europe.  Rad on! .
which echo - 1926-8, 1930-32, or 1937-8?
27 Dec 18 | Economic Notes | Brendan Brown |


Economic ViewpointIf you are reading this email on a Blackberry, please see below for a summary of today's Viewpoint:
•    Optimism regarding a Fed put and economic rebound in 2019/20 is most likely misplaced.  The loudest echo from the laboratory of history could well be that of the Great Depression of 1930-2.  Read on!.
The real news: Facebook shock and US abandonment of Kurds
20 Dec 18 | Economic Notes | Brendan Brown |


Economic ViewpointIf you are reading this email on a Blackberry, please see below for a summary of today's Viewpoint:
 •    The real news yesterday was not at the laborious Fed press briefing, but in the presidential tweet about Syria and the New York Times story about Facebook. 
•    The Big Question (amongst others) for the FANGS, is whether shock revelations suggesting at worst data abuse on a large scale, could further turn the court of public opinion in a more hostile direction against all those involved in the supposed deals (including Amazon, Google amongst others).   In particular, could the Trump Administration, in the context of recession, strike a populist chord by going for these “cronies of the Democratic Party”? .
Global Markets Weekly Report - 17 Dec 2018
19 Dec 18 | Economic Notes | Ehsan Khoman |

Global Markets Weekly Report - 17 Dec 2018
MENA Economic Weekly Report - 17 Dec 2018
19 Dec 18 | Economic Notes | Ehsan Khoman |

MENA Economic Weekly Report - 17 Dec 2018
historical reflections
19 Dec 18 | Economic Notes | Brendan Brown |


Economic ViewpointIf you are reading this email on a Blackberry, please see below for a summary of today's Viewpoint:
 •    Whatever the Powell Fed decides today will make little difference to the course of asset inflation/deflation and the economic cycle ahead.  Read on! Insert text here. Press return to add a new bullet
European political turmoil transcends UK
11 Dec 18 | Economic Notes | Brendan Brown |


Economic ViewpointIf you are reading this email on a Blackberry, please see below for a summary of today's Viewpoint:
 
•    The rise of the long-term UK gilt market at a time of Brexit and wider political crisis is puzzling; the solution to the riddle most likely lies in the irrational forces fanned by inflationary monetary conditions.    Read on! .
•    Question: could the next Conservative PM pursue a different monetary policy path from the present Brexit-phobic and inflation-prone path?  Possibly but not immediately!
aggregate hours worked in US economy now flat for 3 months
10 Dec 18 | Economic Notes | Brendan Brown |


Economic ViewpointIf you are reading this email on a Blackberry, please see below for a summary of today's Viewpoint:
•    Headlines and markets – how do they inter-react?  Read on!  .
FirstPrevPage 1 of 3NextLast