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Overlending and Global Imbalances in Current Accounts

Some extracts from BIS Working Papers No 419 Caveat creditor: The Bank for International Settlement stresses the importance of getting "overlending" under control.

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History of Wrong Forecasts by Swiss and Fed Economists: Update September 2013

Or how to talk down and how to talk up an economy with wrong forecasts   American and Swiss mentalities are very different, the Americans have the tendency not to care about the future a lot, the...

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The Collapse of the Bretton Woods System, the German Current Account and Gold...

German, Swiss and Japanese gold reserves rose continously in the Bretton Woods system, whereas American and British reserves fell.

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The “Cost-Push Inflation” Myth and the 1970s Stagflation

Economists commonly explain rising oil price between 1998 and 2008 with the growth of emerging markets. We argue that the cost-push inflation of the 1970s was also a reflection of rising global demand.

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Official Eurostat Trade Balance Massively Distorted by UK Sales Of 1464...

Somebody who follows regularly the trade balance figures from Eurostat, may have noticed a sentence that was repeated in each monthly release from the Eurostat trade statistics in 2013: “The EU28 trade...

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Financial Crises in Comparison, This Time is Different

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2002-2011: Boom of Emerging Markets and Commodities

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Financial Cycles History, 1998-2002: The Dotcom Bubble and Bust and European...

In this post we present financial and credit cycles in the history: Due a weak credit cycle, Germany was a weak economy under many other weak ones.

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Financial Cycles History, 1990-1996: Breakdown of Communism, German...

A history of financial cycles: 1990-1996 the breakdown of communism leads to a boom in Germany and - due to high interest rates and inflation - to a breakdown of the European monetary system.

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Financial Cycles History, 1978-1985: Oil Glut, Strong Dollar and the Lost...

The next financial cycle takes from 1981 to 1990: The dollar was strong, Latin America lost a decade and the Japanese created their bubble.

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Financial Cycles, 1964-1971: Tiffin Dilemma and Vietnam War

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Financial Cycles History: 1945-1966: Bretton Woods, strong growth in Europe

The Bretton Woods time from 1945 to 1966 was a period of strong growth, especially in country like Germany, France, Italy and Japan.

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Rational Expectation, Financial Cycles, Credit Cycles, Joseph Cycles

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Business Cycles

The typical backstops of all improvements in business cycles are high oil prices and inflation. Inflation is mostly caused by local effects.

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Financial Cycles, the very long-term view

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Financial Cycle 1986-1991: The European and Japanese Asset Price Boom and the...

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Financial Cycles History, 1991-1998: Overspending in Germany, Asia and former...

In this post we present financial and credit cycles in the history: Due a weak credit cycle, Germany was a weak economy under many other weak ones.

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The History of Financial Cycles

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A Little History of Wages, Inflation, Treasuries and the Fed – And What We...

On this page we show that Inflation expectations and wages drive the behaviour of the Fed and Treasury bond yields. Excessive wage increases lead to recessions, more or less voluntarily caused by...

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The All In One Economic History Chart

It was tweeted out and annotated by James Plunkett and it's based on a chart from inequality economist Branko Milanovic.

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