Pandenomics
Click here to read the ING report
Looking for trouble…
Click here to watch the video!
Savers are Negative on Negative Rates
Click here to read the ING report
Greek Crisis Lessons
Click here to read the ING report
Globalization Disrupted
Click here for ING presentation
The New Abnormal
Click to read the ING report
Warped World of Bonds
Click to read the ING report
EMU Roads to Survival
Click to read the ING report
EMU Break-up?
Click to read the ING report.
Tag Archives: Policy
Climate Shock: time for more stressful tests on banks
There is no doubt that the central banks, supervisors and regulators recognise the urgency of climate change. This is why they are conducting stress tests on the financial risks that it poses to the banks and other financial institutions. Sadly, … Continue reading
Posted in Banking, Climate Change, Sustainability
Tagged Climate Change, COP26, Geo-politics, Policy, Scenarios, Stress Tests, Technology
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The Three Pillars of Sustainability
In an extended ING version of my latest piece for Project Syndicate (see previous post) I present this graphic of the three pillars of a sustainable recovery. Among others, I draw on the work of Raghuram Rajan, in his book … Continue reading
Posted in Politics, Sustainability
Tagged Communities, Globalization, Inequality, Pandemic, Policy, Politics, Sustainability
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Pandenomics – 15 ways that Covid-19 could change the world
The Covid-19 pandemic leaves us wrestling with a callous calculus: a crude and capricious trade-off between the tragic and huge loss of life and the many more livelihoods that will be lost. We are nowhere near knowing how bad it … Continue reading
Posted in Macroeconomics, Politics, Sustainability
Tagged China, consumers, Covid-19, Digital, Economics, employment, EU, financial markets, fiscal policy, Globalization, growth, Innovation, Interest rates, monetary policy, Pandemics, Policy, regulation, Sustainability, Technology, Trade, US
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Time for Macroeconomics to be Remastered
A decade on from the financial crisis, economists have still to learn three crucial sets of lessons. Continue reading
Posted in Economic Forecasting, Inequality, Macroeconomics, Politics, Sustainability, Technology
Tagged Economic Forecasting, Economics, Globalization, growth, Policy, Politics, Technology
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The Circular Economy’s Six ‘C’ Challenge
Why isn’t the circular economy taking off faster? Market forces alone plainly aren’t enough. There are six ‘C’ challenges, three from the demand side, and three from the supply side. Continue reading
Posted in Innovation, Sustainability
Tagged Circular Economy, Design, Digital, E-commerce, Economics, Innovation, Investment, Natural Resources, Platforms, Policy, Productivity, regulation, Technology
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Confessions of an Economic Forecaster
Economists’ forecasts are notoriously inaccurate. This fallibility is hardly a great surprise given that we live in an irretrievably uncertain world. So why do we keep doing it? What can we learn? Here are my eighteen secrets and myths about the … Continue reading
Looking for Trouble
How politics could fuel downside risks to global markets It is easy to find downside risks to the outlook for the global economy and markets. Worse still, a recent ING report, entitled ‘Looking For Trouble’, highlights doubts about the ability … Continue reading
Posted in Brexit, Economic Growth, Macro, Macroeconomics, Politics, US Election
Tagged Brexit, Economics, fiscal policy, global economy, helicopter money, Macroeconomics, monetary policy, Policy, Politics, US
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The Four Minute Solution to the Euro Crisis…
…complete with Dutch subtitles, here’s a video, posted originally on the website http://www.mejudice.nl. It summarises the key conclusions arising from the ‘Roads to Survival’ report about how EMU break-up may be avoided (see my June 5th post). But for now, … Continue reading
Posted in EMU, Macro, Macroeconomics
Tagged Economics, Euro, European Central Bank, Eurozone, financial markets, monetary policy, Policy
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Mark Cliffe 