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Worst start to the year this century for stocks and bonds. Geopolitics to replace interest rates as main driver of markets?
How many centrist political parties does Ireland need?
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2 years, 7 months ago
Looking backwards, looking forwards. What we got right and what we will get wrong.
Another year of forecasts, mostly wrong. And another season for making forecasts
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2 years, 7 months ago
2024: The biggest election year in history?
Over 100 countries will have elections of one kind or another during 2024. Some analysts think that will be the largest number in history. A lot of t…
2 years, 7 months ago
Three central banks, two very different messages on interest rates
The IDA's annual report on companies supported by them shows tech job losses. This is consistent with Ireland's external trade data - although the la…
2 years, 7 months ago
Is the housing correction over before its started? Lots of interest rate cuts now priced in - there could be lots of disappointment
Jim returns from Canada and stresses the scope for improved economic & business ties with Ireland.
Inflation is coming down but the world's central ba…
2 years, 8 months ago
Wow! For once, some real good news: those weight loss drugs could be the real deal. And, potentially, even a bigger deal than even originally thought!
In conversation with professor Shane O'Mara of Trinity College Dublin.
Novo Nordisk has become Europe's largest, most valuable, company on the back of…
2 years, 8 months ago
Oh Canada! Jim promotes Ireland on a tour of the East Coast. Exchequer returns that say boom and GDP data that say recession.
Jim shares his impressions of the state of Irish-Canada relations during a tour of the major east coast cities.
Also in the frame: latest Exchequer re…
2 years, 8 months ago
Lower inflation astonishes central bankers but comes as no surprise to everyone else. A week of obituaries.
Inflation surprises, again, by its rapid fall. But central bankers have been telling us that the 'last mile' will take years. The markets have been l…
2 years, 8 months ago
Trump, Orban, Meloni, Le Pen, Farage: the right unites around immigration
The right is rising, even in Ireland. Each country has its own drivers but immigration is a unifying grievance.
How big a problem is this in Ireland?
S…
2 years, 8 months ago
Riots & unemployed young men. At a time of full employment. Tech & export weakness not (yet?) showing up in the jobs data
What will be the business and economic consequences of the Dublin riots?
There is often trouble when large pools of uneducated, unemployed young men a…
2 years, 8 months ago