Eomics

Economics without the con

Showing posts with label equities. Show all posts
Showing posts with label equities. Show all posts
Friday, 25 July 2025

Rationality meets reality

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  The rational expectations (RE) revolution which swept through macroeconomics in the 1970s and 1980s has changed the way we think about man...
Friday, 29 April 2022

All is vanity

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Depending on your point of view, Twitter is either a moral cesspit or a source of great inspiration. I can see both sides but as a free sour...
Friday, 14 May 2021

Good days, bad days

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Market volatility is a simple fact of life – it is always with us and as a consequence we just have to deal with it. Sell side financial ins...
Friday, 30 October 2020

A second wave comes crashing down

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Markets have been unsettled for some time about the prospect of a second Covid wave and they finally capitulated this week . The market coll...
Friday, 28 August 2020

A highly technical rally

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As the summer draws to a close the S&P500 continues to power to new highs , contrary to expectations earlier in the year when it l...
Monday, 13 July 2020

Don't give up on the tried and trusted

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There is a considerable degree of trepidation as we head into the Q2 company earnings reporting season . It is obvious that earnings will ...
Monday, 9 March 2020

The storm before the tsunami

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To say it has been a wild market ride today would be an understatement. Based on daily data back to 1985 (a total of 9179 observations...
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About Me

Peter Dixon
This blog intends to take some of the con out of economics. As a macroeconomist working in the financial services industry, with many years of experience looking at markets and the economic conjuncture, I realise that economics is (as they say about football) often a game of opinions. These are mine.
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