Economic and Global Debt
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Irish Economy
- Davy on the Irish Economy - Economy finally out of recession; sequential real growth of at least 1% probable for next few quarters
- 28 Apr 2010 PDF
- Government finances - Ireland's underlying deficit to fall in 2010; headline number will look ugly thanks to banking write-offs
- 23 Apr 2010 PDF
- Government finances - No additional government borrowing likely in 2010 after bank re-caps
- 31 Mar 2010 PDF
- Irish economy - GNP to fall again on average in 2010, as foreign-owned sector outperforms
- 26 Mar 2010 PDF
- Irish macro comment - Years of high income largely wasted
- 19 Feb 2010 PDF
Irish Economic Indicators
- Exchequer Returns, August - Tax returns broadly in line with budget projections; Capital spending falling short
- 02 Sep 2010 PDF
- August Live Register shows smaller increase; July retail sales struggling to recover
- 01 Sep 2010 PDF
- External Trade, June - Disappointing drop in trade surplus; volatility of monthly data makes extrapolation hazardous
- 27 Aug 2010 PDF
- CPI stabilises in July; signs of a recovery in demand
- 12 Aug 2010 PDF
- Industrial production, Q2 - Output consolidates in Q2 after Q1 bounce
- 10 Aug 2010 PDF
- Exchequer returns, July - Tax revenue still marginally behind profile; likelihood of positive surprise diminishing
- 04 Aug 2010 PDF
- Retail sales and CPI - Retail sales growing at about 1% annualised; deflation has slowed but set to continue
- 08 Jul 2010 PDF
- National Accounts, Q1 - Ireland is a two-speed economy
- 30 Jun 2010 PDF
- Live Register, May - Disappointing jump in claimants; estimated unemployment rate close to peak nonetheless
- 02 Jun 2010 PDF
- Exchequer returns, May - Tax revenue marginally behind target at end-May
- 02 Jun 2010 PDF
- Consumer Prices, April - Prices still flat bar mortgage interest
- 13 May 2010 PDF
- Live Register and Retail sales - Further confirmation that Ireland has exited recession
- 07 May 2010 PDF
- Exchequer returns, April - Irish tax receipts catch up with forecast in another signal that economy has turned
- 05 May 2010 PDF
Global Debt
- Supply, Demand and Curve - Anglo Irish discord
- 16 Aug 2010 PDF
- Supply, Demand and Curve - Unusual Uncertainties
- 09 Aug 2010 PDF
- Alpha Generator - Debt be not proud
- 22 Jul 2010 PDF
- Supply, Demand and Curve - Exit stress tests
- 05 Jul 2010 PDF
- Supply, Demand and Curve - Moody's blues
- 21 Jun 2010 PDF