Tom O'Keeffe retweetledi
Carraighill has made its debut on the @RealVision platform.
@higginsdavidw spoke with @maggielake about our thesis for a return of disinflation.
realvision.com/shows/the-inte…
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Tom O'Keeffe
141 posts
Tom O'Keeffe
@Tom_O_Keeffe
Macro, Commodities, Pigs🐷📈
Dublin, Ireland Katılım Ağustos 2017
482 Takip Edilen124 Takipçiler
Tom O'Keeffe retweetledi
Europeans are set for a cold, costly winter this year.
The ongoing energy crisis shows little sign of easing, while the headline inflation rate accelerated to 4.1% in October.
#EnergyCrisis #Inflation @Tom_O_Keeffe
carraighill.com/european-energ…
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Tom O'Keeffe retweetledi
Note that headline CPI closely tracks commodity prices. Consequently, there are two solutions to this high inflation: (1) the Fed preemptively tightens and potentially stalls the recovery or (2) capitalism does its magic on the supply side of economy and lowers commodity prices.
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Tom O'Keeffe retweetledi
Immensely proud of my colleagues at @CarraighillC for this achievement.
A small Dublin firm making a global impact.
@smurphy126 @Tom_O_Keeffe
Carraighill@CarraighillC
Carraighill has been ranked as the 5th best independent research provider for overall industry research in Europe. The annual @iimag rankings survey over 4,200 investment professionals. You can subscribe for free to view the full rankings here. institutionalinvestor.com/research/11359…
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Tom O'Keeffe retweetledi
Inflation is one of the hottest debates in the world economy today.
I'm so proud to have worked on this with @smurphy126 and @Tom_O_Keeffe over many months this year.
The bottom line is that inflation isn't going to come strongly, as many expect.
I'll explain below why.
1/
Carraighill@CarraighillC
The Return of Disinflation is a new report from Carraighill which places us firmly in the disinflation camp. Analyst @higginsdavidw has summarised the report's findings in a new piece on our website. Let's take a look at the key points 1/ carraighill.com/the-return-of-…
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Tom O'Keeffe retweetledi
Turkey's economy is in a precarious situation, with FX reserves largely depleted.
@Tom_O_Keeffe asks, will this be one of the greatest emerging market crises of all time?
#Turkey #EmergingMarkets #Erdogan #Economy #Finance #investment #investing
carraighill.com/turkey-buildin…
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I wrote about Italy's weak growth over the last 20 years. You can read it here.
Carraighill@CarraighillC
Italy has unveiled a €248bn package of investments and reforms as part of the #NextGenerationEU #RecoveryFund. @Tom_O_Keeffe has taken a timely look at the productivity puzzle which has hindered Italian growth since euro adoption. #NGEU #RecoveryPlan carraighill.com/the-italian-pr…
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Tom O'Keeffe retweetledi
A decade on from the Greek crises, Carraighill founder @smurphy126 looks at the ongoing economic challenges in a country which nearly brought the euro to its knees.
carraighill.com/greece-a-decad…
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Check out the latest blog I wrote on the US economy.
Carraighill@CarraighillC
With the #BidenAdministration embarking on a new round of fiscal #stimulus, Carraighill Analyst @Tom_O_Keeffe takes a detailed look at the US Fiscal Deficit & the Fallacy of the Broken Window #fiscalstimulus #finance #economy #usaeconomy #thefed #fed carraighill.com/covid-19-the-u…
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Tom O'Keeffe retweetledi
Very proud this morning to see research we produced at @CarraighillC quoted in the Financial Times. @smurphy126
Carraighill@CarraighillC
Carraighill analyst @higginsdavidw spoke to the @FT for this piece on the London housing market. The UK's new points based migration regime is likely to have a negative impact on prices and rental yields. @GeorgeNHammond ft.com/content/517ff5…
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Tom O'Keeffe retweetledi
By way of context the net worth held by the bottom 50% has increased 20% since Q1 yet these gains may not be taxed for decades
twitter.com/gabriel_zucman…
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Tom O'Keeffe retweetledi
Commodity prices are reviving, and history suggests a prolonged upswing will mean a bearish outlook for stocks; the S&P 500 has never been so expensive, relative to commodity prices. (h/t Jim Reid, @DeutscheBank) bloomberg.com/opinion/articl… via @bopinion
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Tom O'Keeffe retweetledi
What would happen to the UK banking system if the @bankofengland moved to a policy of negative interest rates?
carraighill.com/the-long-term-…
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Tom O'Keeffe retweetledi
As the US votes in #Election2020, Analyst @higginsdavidw looks at the electoral college map and the paths to victory both candidates.
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Tom O'Keeffe retweetledi
Household cash flow (savings) in Germany is poised to hit a record high this year.
This is a mix of increased welfare payments and subsidies from government, along with falling consumption and capital expenditure. The government has transferred an extra €70bn to households.
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Tom O'Keeffe retweetledi
Tom O'Keeffe retweetledi
Carraighill analyst @higginsdavidw commenting today on falling COVID-19 deaths in Ireland. @IrishTimes @RMcGreevy1301
irishtimes.com/news/health/co…
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Tom O'Keeffe retweetledi
TBF, his COVID strategy has been driving up per capita GDP
Daniel Dale@ddale8
Trump says the economy next year will be maybe the best US economy of all time.
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Tom O'Keeffe retweetledi
Still thinking about how in Art Laffer’s absurd toy model of the economy, the optimal solution here is for one of the farmers to starve to death.
Jeff Stein@jstein_star
Here's what WH adviser Art Laffer had to say today: "Imagine there's 2 farmers [on an island] and nothing else. One gets unemployment. Who pays for it? The other farmer! That's economics -- straight, simple, intuitive, and true. That's why government spending doesn't work."
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Tom O'Keeffe retweetledi
