There is no excerpt because this is a protected post.
Protected: Seeing through September headwinds
Category: Global economic recovery
Should Monetary Policy Alone Fight Inflation?
As central bankers from around the world converge at Wyoming for their annual Jackson Hole conference in August, the question that struck me is should it be their responsibility alone to fight consumer price inflation that is raging across many parts of the world. Of course, a lot depends on what kind of inflation it… Continue reading Should Monetary Policy Alone Fight Inflation?
The Fractious State of the Global Economy
Almost two years after the waning of the Covid pandemic and a year and a half of the conflict in Ukraine, the world is still fighting consumer price inflation in most parts of the world. That continues to be the biggest obstacle to growth and economic recovery, as consumers cut back their spending, especially on… Continue reading The Fractious State of the Global Economy
Technology or Brand, Which Comes First?
With all the excessive focus on technology in the times that we live in, it’s easy for companies to lose sight of brands, and consumer connection. These days particularly AI is the focus of so much attention, that I fear at least my industry of advertising and brand communications is getting carried away by all… Continue reading Technology or Brand, Which Comes First?
Why the US-China Eco-Tech War is Dangerous for the Global Economy
The current semiconductor competition between US and China is fast threatening to morph into a larger Cold War of the 21st Century as I have written before on my blog. It is part of the continuation of the Trump-era tariff and trade wars that the two superpowers engaged in, in a tit-for-tat raising of tariffs… Continue reading Why the US-China Eco-Tech War is Dangerous for the Global Economy
Can the Global Economy Weather Climate Change?
During the past couple of weeks, the world has seen such extreme weather events that I wonder if it isn’t high time, we looked at the economic consequences of climate change more seriously. The news has been full of terrible natural disasters such as floods caused by extremely high rainfall, wildfires and even if we… Continue reading Can the Global Economy Weather Climate Change?
Protected: Reading Through This Summer’s Flux
There is no excerpt because this is a protected post.
How the Global Economy is Recovering from Post-Pandemic Effects
It’s June 2023 and the third summer after Covid lockdowns were relaxed in most parts of the world, and when economies began emerging out of the pandemic crisis. It’s also the third year, therefore, of anomalies in economic data correcting themselves, thanks to base effects both positive and negative tapering off. They haven’t entirely disappeared,… Continue reading How the Global Economy is Recovering from Post-Pandemic Effects
Expand and Reform CBAM For the World
I have been writing about EU’s CBAM on my blog ever since I read about it in The Economist, so it came as a surprise to me that CBAM is to go into effect in October this year. I had in fact, written after the climate summit at Glasgow, that it was disappointing to read… Continue reading Expand and Reform CBAM For the World
What India Inc’s Earnings Tell Us About the Indian Consumer
After the highs of corporate earnings in the first half of 2022, we ought to be prepared for a more moderate showing in this, the last quarter of India’s fiscal year 2023. The slowing down or moderation in corporate earnings follows from a slowdown in economic activity, and especially due to the positive base effects… Continue reading What India Inc’s Earnings Tell Us About the Indian Consumer
Peripatetic Perch 