- Home
- Strategy Blog
Strategy Blog
The next crisis: coming soon
Were you unnerved by the recent financial crisis? Well another one is coming soon and it is likely to be far worse.
Inflation shock exclusive
Exclusive! You heard it here first. Inflation could hit 500% next year.
Western stimulus stoking Chinese inflation
It is no wonder that Andy Xie, one of China’s most astute economists, often makes westerners feel uneasy. He has a knack of saying things that many, particularly policy-makers, do not want to hear.
More on the stimulus debate
For those looking for the assumptions underlying the current big economic debate the Institute for New Economic Thinking (Inet) website is a good starting point.
Soros on the eurozone
George Soros has written an interesting essay on the crisis and the euro in the current issue of the New York Review of Books.
A great debate - not
It is hard to get excited about the great austerity debate in the Financial Times (FT) this week. The discussion is far narrower, and less great, than the shouty headlines suggest.
Confusing cause and effect
An interesting attempt to explain the recent economic crisis comes from Russell Roberts, an economics professor at George Mason University in Virginia.
Another take on eurozone
Having recently written a cover story on the possible break-up of the eurozone I was particularly interested to hear what the BBC had to say on the subject.
The D-word
The D-word seems to have taken over from the A-word as the main topic of economic debate this week. That is the discussion has switched from austerity to depression.
Eurozone versus England
For those bored of the World Cup there is plenty of reading on the eurozone economic crisis to be done over the weekend.
Asia powers ahead
Asia provides one of the few bright spots in a largely gloomy world economy—although it is a pretty big bright spot.
Bank bashing revisited
Bashing the banks was bad enough during the financial meltdown of 2008-9 but it is even more damaging now.
Meet the author
For those who are interested this is my meet the author video for Ferraris For All.
Cameron’s upside-down land
David Cameron is rapidly proving his understanding of economics is even poorer than that of his predecessor.
Germans launch stealth counter
German central bankers have evidently launched a stealth counter-attack against their eurozone colleagues (see yesterday’s post).
Stealth attack by central banker
Although central bankers are often assumed to be the ultimate diplomats they are quite capable of making catty remarks.
Austerity declared
The age of austerity has begun. Yesterday’s announcement of £6 billion in spending cuts and the interview by David Laws, the chief secretary, in the Financial Times on Saturday were open declarations of austerity.
Merkel’s diversion tactic
Evidently Angela Merkel, the German Chancellor, can play “blame the speculator” as proficiently as her British and American counterparts.
Debt pain
The new report on The Limits of Debt by Andrew Smithers of Smithers & Co puts the rise of private sector debt into perspective.
Dates for your diary
A few days after the inauguration of the Liberal-Conservative government its weaknesses in relation to economic policy are becoming clearer. In fact they are amazingly similar to those of New Labour.





