Author Archives: Brian Davidson
EM investing, part 1 – framework
This post is the first of a series of four posts relating to emerging markets (EM). With commodity prices falling, the Fed likely to raise interest rates soon and investors spooked because of events in China, the recent EM sell-off … Continue reading
Posted in Emerging markets
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Fed minutes – September rate hike off the cards?
The minutes to the Fed’s last meeting – July 28-29 – were released last night and a rate rise in September now appears a lot less likely. Despite noting that the conditions for a rate rise were “approaching”, the minutes … Continue reading
What Corbyn and Trump have in common
As people, Jeremy Corbyn and Donald Trump couldn’t be more different. Mr Corbyn seems like a genuinely nice guy, while Mr Trump is rude and brash. The latter is a good orator, unlike Mr Corbyn. The former is said to … Continue reading
When will the Fed raise rates?
An interest rate rise in the US is likely sometime this year and most private sector economists expect this to happen on September 17th. But what should the Fed should consider before making its move? It may be worth reviewing … Continue reading
Posted in Labour market, Monetary policy, US
Tagged Fed, FOMC, Inflation, NAIRU, Technology
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Greece and Eurozone follow up
It’s been over a month since my initial post about Greece and I’ve finally managed a follow up. Slack blogging I know. In the interim I’ve had some deliberations about who this blog is for and how I should go … Continue reading
Posted in Eurozone, General, Monetary policy
Tagged Eurozone, fiscal policy, Greece, monetary policy, Syriza
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Greece and money: Eurozone doomed no matter what!
I was watching CNBC’s coverage of the Greece crisis last week, and the views of one particular guest compelled me to write my first ever economics blog post. The gentleman in question was very well informed and made some interesting points. However, on the biggest issue of … Continue reading
First post
Hello, This is my blog about Brazilian economics
Hello world!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
Posted in Uncategorized
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