Economic and Financial Commentaries ... Inflation And Commodities (23rd January 2011) A World Of Uncertainty (21st May 2010) To Cut Or Not To Cut (20th February 2010) The Fiscal Tightrope (16th December 2009) Is Recovery Sustainable? (5th September 2009) Some People Think It's All Over (11th June 2009) Drowning in Debt? (25th April 2009) Desperate Times (20th February 2009) In The Bleak Midwinter (25th December 2008) Just Another Recession? (9th November 2008) The Bank Rescue Plan: Will It Work? (13th October 2008) The Banking Crisis And It's Resolution (9th October 2008) The Financial Crisis - Endgame (19th September 2008) How Bad Is It? (31st July 2008) End Of An Era (22nd June 2008) Inflation: Back To The 1970's? (19th May 2008) The Credit Crunch And The Stockmarket (10th April 2008) The Credit Crisis : End Of The Beginning (18th March 2008) Heightened Uncertainty (15th February 2008) Just Another Slowdown? (15th October 2007) An Overview Of The Turmoil In The Financial Markets (18th August 2007) The Economy : Hazy Days (17th July 2006) Goldilocks And The Bears (18th May 2006) Crying Wolf? (24th April 2006) A Brief Note On The Budget And The Economic Environment (22nd March 2006) The Low Interest Rate Environment (20th January 2006) As Bad As It Gets? (9th December 2005) Oil Prices;Cheap Bras And Economic Prospects (3rd September 2005) All To Play For (8th August 2005) Brief Notes On The Pensions Crisis (17th May 2005) Prudence & Pollyanna : Labours Economic Record (19th April 2005) A Week Is A Long Time In Economics (15th April 2005) Running Out Of Steam? (12th April 2005) New Year Old Questions(3rd January 2005) The Dollar And You(19th November 2004) Economic Uncertainty And The Markets?(12th October 2004) Safe As Houses?(5th September 2004) Economic Scenarios And Investment Thoughts (16th August 2004) As Good As It Gets (14th August 2004) Public Spending - A Brief Note On The Numbers Game (14th July 2004) Inflation - Now For The Tricky Bit (22nd June 2004) The Problem Of Ageing (21st June 2004) Oil Prices - Over a Barrel? (4th June 2004) Interest Rates And The Housing Market (6th May 2004) Interest Rates, Inflation And Equity Prices (25th April 2004) Some People Think It's All Over (7th April 2004) To Tax Or To Spend (17th March 2004) No More Boom And Bust? (3rd March 2004) More Questions Than Answers (25th February 2004) Inflation Conundrums (21st January 2004) Changing Jobs (11th January 2004) Personal Finance - Getting Real and Evaluating Risk(8th January 2004) The Party's (Nearly) Over (31st December 2003) Economics At Christmas (23rd December 2003) Is The Upturn Sustainable? (1st December 2003) Global Recovery and Rising Interest Rates (5th November 2003) The Government's Financial Choices (18th October 2003) Brief Thoughts On The Interest Rate Outlook (17th October 2003) Aspects of Inflation (9th October 2003) Is There A Debt Problem? (26th September 2003) Economic Uncertainties and Personal Finance (28th August 2003) Economic Haze (16th July 2003) Britain, The Euro And Beyond (10th June 2003) Europe's Silver Lining? (5th June 2003) The Global Economy and Europe's Problems (2nd June 2003) How Important Is The Exchange Rate? (9th May 2003) Stockmarkets And The Economy(7th May 2003) The Home Front(11th April 2003) War and The Stockmarket(19th March 2003) A World Of Uncertainty(26th February 2003) A Pre-emptive Strike(6th February 2003) New Year, Old Problems(3rd January 2003) Much Ado About �20 Billion (29th November 2002) Interest Rate View - Two Way Bet (11th November 2002) Prices and The Dilemma's Of Economic Management (14th October 2002) Confused? You Should Be (6th October 2002) U.S. Economic Prospects in The Fall (13th September 2002) The Economy Asset Prices and Uncertainty (19th July 2002) A Short Update on a Down Market (28th June 2002) Equity Markets - An Uneasy Calm (3rd May 2002) Britain's Resilient Economy - Testing Times Ahead (2nd May 2002) Is The US Recovery Sustainable? (30th April 2002) The Recovery in Perspective (25th March 2002) The Best of Times, The Worst of Times (4th March 2002) Equity Performance (3rd March 2002) Trends, Cycles and Uncertainty (4th January 2002) Euro Bites (1st January 2002) In Search of New Year Optimism (1st January 2002) 'Tis The Season to be Chary (21st December 2001) Pension Fund Asset Allocation - A personal View : A Personal View (18th November 2001) Tempting Fate? (11th October 2001) Cometh the Hour, Cometh the Euro? (2nd October 2001) The Economy in an Uncertain World (29th September 2001) The Times (25th September 2001) The Fed Model (9th September 2001) Devil in the Detail - More on Yield Ratios (9th September 2001) A Snapshot of Economic and Financial Uncertainty (5th September 2001) An Update on the Downturn (30th August 2001) Postscript on Profits/Wages (30th August 2001) Equity Returns, Storks and Babies (29th August 2001) Too Little, Too Soon (7th August 2001) More On Banking (15th July 2001) Stock Clearance Sale - To Buy Or Not To Buy (12th July 2001) Where There is Hope, May I Bring Doubt (25th June 2001) Second Term for the Third Way (27th May 2001) Between the Devil and the Deep Blue Sea (17th May 2001) Global Cooling (7th May 2001) Interest Rate Cuts and the Economic Outlook (22nd April 2001) Taking Stock (27th March 2001) Interest Rates and the Economy (23rd March 2001) Stockmarkets and the Economy (23rd March 2001) The Stockmarket - No Hiding Place?(22nd March 2001) Are Shares Cheap? (21st March 2001) US Chickens Come Home to Roost - But which Eggs? (13th March 2001) Labour's Economic Performance - A pinker shade of Red (13th March 2001) Technology Stocks - a brief perspective (9th March 2001) Valuing Companies - Some Basic Points (6th March 2001) Britains Sustainable Growth and the New Economy (2nd March 2001) Productivity and the 'New Economy' (2nd March 2001) Property as an Investment (1st March 2001) Changes to the MFR - Don't Shoot the Messenger (19th February 2001) Pension Funds - Loose Ends or Loose Thoughts (18th February 2001) The Decline of Defined Benefit Pension Schemes (15th February 2001) Banks and Telecoms - The Investors Dilemma (8th February 2001) Ireland and the Euro (6th February 2001) Are Shares Already Underperforming? (4th February 2001) The Economic Environment and Investment Returns: A Brief History(2nd February 2001) Investing in Shares - Do the Potential Returns Outweigh the Risk?(26th January 2001) Optimism and Risk - January's Euromoney (21th January 2001) No Time to be Sanguine about US Economic Prospects(16th January 2001) Interest rates, Inflation and Economic Growth (9th January 2001) U.S. Half Percent Rate Cut (4th January 2001) Economic Forecasts and Uncertainty(31st December 2000) US Markets - As bad as it gets? (20th December 2000) Kaletsky's Economic Review (The Times 19th December 2000) Apocalypse Tomorrow Kaletsky's Article 10th October(5th December 2000) Is the Gloom Underdone? Kaletsky's Article(The Times 28th November 2000) Talking Telecoms(20th November 2000) Afterthoughts on the US Economy(9th November 2000) US Stockmarkets and the Debt Threat(6th October 2000) Making sense of Market Valuations I/II(2nd October 2000) In search of the Holy Grail(22nd September 2000) An Update on the End of the World(22nd September 2000) Q&A ... Nagging Issues (10th January 2011) Saving, Pensions and Low Interest Rates (10th January 2009) The Banking Crisis And It's Resolution (10th October 2008) Rule Britannia (08th April 2008) Crying Wolf? (27th April 2006) Skills And Jobs (4th May 2005) Running Out Of Steam? (12th April 2005) Out Of Fashion; Or Out Of Touch - Letter To The Times(4th July 2004) Does the proposed referendum on Europe's Constitution have an economic dimension ?(21st April 2004) British Company Profitability (12th September 2003) Housing Market (5th June 2003) Kaletsky Article The Times (23rd Jul 2002) Euro Speculation (1st January 2002) Housing Market Overheating? (22nd May 2001) Switzerland and the Euro (10rd April 2001) Small Acorns (30th March 2001) New Technology Company Valuations (6th February 2001) Inflation and the Savings Ratio(21st January 2001) Talking GDP(29th December 2000)
Economic and Financial Commentaries ... Inflation And Commodities (23rd January 2011) A World Of Uncertainty (21st May 2010) To Cut Or Not To Cut (20th February 2010) The Fiscal Tightrope (16th December 2009) Is Recovery Sustainable? (5th September 2009) Some People Think It's All Over (11th June 2009) Drowning in Debt? (25th April 2009) Desperate Times (20th February 2009) In The Bleak Midwinter (25th December 2008) Just Another Recession? (9th November 2008) The Bank Rescue Plan: Will It Work? (13th October 2008) The Banking Crisis And It's Resolution (9th October 2008) The Financial Crisis - Endgame (19th September 2008) How Bad Is It? (31st July 2008) End Of An Era (22nd June 2008) Inflation: Back To The 1970's? (19th May 2008) The Credit Crunch And The Stockmarket (10th April 2008) The Credit Crisis : End Of The Beginning (18th March 2008) Heightened Uncertainty (15th February 2008) Just Another Slowdown? (15th October 2007) An Overview Of The Turmoil In The Financial Markets (18th August 2007) The Economy : Hazy Days (17th July 2006) Goldilocks And The Bears (18th May 2006) Crying Wolf? (24th April 2006) A Brief Note On The Budget And The Economic Environment (22nd March 2006) The Low Interest Rate Environment (20th January 2006) As Bad As It Gets? (9th December 2005) Oil Prices;Cheap Bras And Economic Prospects (3rd September 2005) All To Play For (8th August 2005) Brief Notes On The Pensions Crisis (17th May 2005) Prudence & Pollyanna : Labours Economic Record (19th April 2005) A Week Is A Long Time In Economics (15th April 2005) Running Out Of Steam? (12th April 2005) New Year Old Questions(3rd January 2005) The Dollar And You(19th November 2004) Economic Uncertainty And The Markets?(12th October 2004) Safe As Houses?(5th September 2004) Economic Scenarios And Investment Thoughts (16th August 2004) As Good As It Gets (14th August 2004) Public Spending - A Brief Note On The Numbers Game (14th July 2004) Inflation - Now For The Tricky Bit (22nd June 2004) The Problem Of Ageing (21st June 2004) Oil Prices - Over a Barrel? (4th June 2004) Interest Rates And The Housing Market (6th May 2004) Interest Rates, Inflation And Equity Prices (25th April 2004) Some People Think It's All Over (7th April 2004) To Tax Or To Spend (17th March 2004) No More Boom And Bust? (3rd March 2004) More Questions Than Answers (25th February 2004) Inflation Conundrums (21st January 2004) Changing Jobs (11th January 2004) Personal Finance - Getting Real and Evaluating Risk(8th January 2004) The Party's (Nearly) Over (31st December 2003) Economics At Christmas (23rd December 2003) Is The Upturn Sustainable? (1st December 2003) Global Recovery and Rising Interest Rates (5th November 2003) The Government's Financial Choices (18th October 2003) Brief Thoughts On The Interest Rate Outlook (17th October 2003) Aspects of Inflation (9th October 2003) Is There A Debt Problem? (26th September 2003) Economic Uncertainties and Personal Finance (28th August 2003) Economic Haze (16th July 2003) Britain, The Euro And Beyond (10th June 2003) Europe's Silver Lining? (5th June 2003) The Global Economy and Europe's Problems (2nd June 2003) How Important Is The Exchange Rate? (9th May 2003) Stockmarkets And The Economy(7th May 2003) The Home Front(11th April 2003) War and The Stockmarket(19th March 2003) A World Of Uncertainty(26th February 2003) A Pre-emptive Strike(6th February 2003) New Year, Old Problems(3rd January 2003) Much Ado About �20 Billion (29th November 2002) Interest Rate View - Two Way Bet (11th November 2002) Prices and The Dilemma's Of Economic Management (14th October 2002) Confused? You Should Be (6th October 2002) U.S. Economic Prospects in The Fall (13th September 2002) The Economy Asset Prices and Uncertainty (19th July 2002) A Short Update on a Down Market (28th June 2002) Equity Markets - An Uneasy Calm (3rd May 2002) Britain's Resilient Economy - Testing Times Ahead (2nd May 2002) Is The US Recovery Sustainable? (30th April 2002) The Recovery in Perspective (25th March 2002) The Best of Times, The Worst of Times (4th March 2002) Equity Performance (3rd March 2002) Trends, Cycles and Uncertainty (4th January 2002) Euro Bites (1st January 2002) In Search of New Year Optimism (1st January 2002) 'Tis The Season to be Chary (21st December 2001) Pension Fund Asset Allocation - A personal View : A Personal View (18th November 2001) Tempting Fate? (11th October 2001) Cometh the Hour, Cometh the Euro? (2nd October 2001) The Economy in an Uncertain World (29th September 2001) The Times (25th September 2001) The Fed Model (9th September 2001) Devil in the Detail - More on Yield Ratios (9th September 2001) A Snapshot of Economic and Financial Uncertainty (5th September 2001) An Update on the Downturn (30th August 2001) Postscript on Profits/Wages (30th August 2001) Equity Returns, Storks and Babies (29th August 2001) Too Little, Too Soon (7th August 2001) More On Banking (15th July 2001) Stock Clearance Sale - To Buy Or Not To Buy (12th July 2001) Where There is Hope, May I Bring Doubt (25th June 2001) Second Term for the Third Way (27th May 2001) Between the Devil and the Deep Blue Sea (17th May 2001) Global Cooling (7th May 2001) Interest Rate Cuts and the Economic Outlook (22nd April 2001) Taking Stock (27th March 2001) Interest Rates and the Economy (23rd March 2001) Stockmarkets and the Economy (23rd March 2001) The Stockmarket - No Hiding Place?(22nd March 2001) Are Shares Cheap? (21st March 2001) US Chickens Come Home to Roost - But which Eggs? (13th March 2001) Labour's Economic Performance - A pinker shade of Red (13th March 2001) Technology Stocks - a brief perspective (9th March 2001) Valuing Companies - Some Basic Points (6th March 2001) Britains Sustainable Growth and the New Economy (2nd March 2001) Productivity and the 'New Economy' (2nd March 2001) Property as an Investment (1st March 2001) Changes to the MFR - Don't Shoot the Messenger (19th February 2001) Pension Funds - Loose Ends or Loose Thoughts (18th February 2001) The Decline of Defined Benefit Pension Schemes (15th February 2001) Banks and Telecoms - The Investors Dilemma (8th February 2001) Ireland and the Euro (6th February 2001) Are Shares Already Underperforming? (4th February 2001) The Economic Environment and Investment Returns: A Brief History(2nd February 2001) Investing in Shares - Do the Potential Returns Outweigh the Risk?(26th January 2001) Optimism and Risk - January's Euromoney (21th January 2001) No Time to be Sanguine about US Economic Prospects(16th January 2001) Interest rates, Inflation and Economic Growth (9th January 2001) U.S. Half Percent Rate Cut (4th January 2001) Economic Forecasts and Uncertainty(31st December 2000) US Markets - As bad as it gets? (20th December 2000) Kaletsky's Economic Review (The Times 19th December 2000) Apocalypse Tomorrow Kaletsky's Article 10th October(5th December 2000) Is the Gloom Underdone? Kaletsky's Article(The Times 28th November 2000) Talking Telecoms(20th November 2000) Afterthoughts on the US Economy(9th November 2000) US Stockmarkets and the Debt Threat(6th October 2000) Making sense of Market Valuations I/II(2nd October 2000) In search of the Holy Grail(22nd September 2000) An Update on the End of the World(22nd September 2000)
Q&A ... Nagging Issues (10th January 2011) Saving, Pensions and Low Interest Rates (10th January 2009) The Banking Crisis And It's Resolution (10th October 2008) Rule Britannia (08th April 2008) Crying Wolf? (27th April 2006) Skills And Jobs (4th May 2005) Running Out Of Steam? (12th April 2005) Out Of Fashion; Or Out Of Touch - Letter To The Times(4th July 2004) Does the proposed referendum on Europe's Constitution have an economic dimension ?(21st April 2004) British Company Profitability (12th September 2003) Housing Market (5th June 2003) Kaletsky Article The Times (23rd Jul 2002) Euro Speculation (1st January 2002) Housing Market Overheating? (22nd May 2001) Switzerland and the Euro (10rd April 2001) Small Acorns (30th March 2001) New Technology Company Valuations (6th February 2001) Inflation and the Savings Ratio(21st January 2001) Talking GDP(29th December 2000)