Notes on the Next Bust

Private Sector Debt is the Problem. Much Higher Government Deficits are the Solution. Except in the Eurozone where Euro is the problem and no Euro the solution.

Monday, 4 July 2016

The Incalculable Cost of our Aversion to Government Debt

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I was speaking to Tom Streithorst  at the FT Festival of Finance last week and he was pointing out that almost every sing...
10 comments:
Thursday, 2 June 2016

Rents and GDP

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In my (even if I do say so myself) excellent paper on our current economic predicament, available here , I briefly discuss...
6 comments:
Thursday, 26 May 2016

The Problem with Ever Freer Trade

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Those who keep a keen eye on the news may have noticed recently that Donald Trump is doing very well in the US Pre...
6 comments:
Wednesday, 20 April 2016

On the economics of Brexit, and an argument that the UK would have been better off outside the EU

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The UK Treasury recently published a report  detailing the costs to Britain of leaving the EU.  It has been generally praise...
7 comments:
Wednesday, 13 April 2016

Probability of Osborne Hitting his Surplus Target? Around 0%. Here's why.

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Last month, when UK Chancellor George Osborne set out his budget, the Office for Budget Responsibility issued its outlook for th...
2 comments:
Monday, 11 April 2016

Does Saving Equal Investment?

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Tax policy in the UK is quite heavily skewed towards encouraging saving. Tax on capital gains is lower than that on income and ISAs and pen...
7 comments:
Monday, 4 April 2016

A Current Account Surplus is Obviously a Good Thing. Isn't it?

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After my recent Coppola Comment post on a theoretical framework for making the Eurozone a genuinely viable currency union, I receiv...
6 comments:
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About This Blog

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Ari Andricopoulos
I apply modelling skills learned in 15 years in the financial markets to look at the economy.
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