Constantin Gurdgiev
Latest Articles
Share Buybacks Hit Diminishing Marginal Returns
Back To The 1950s: Tracing Out 25 Years Of The Credit Bubble
Bitcoin: Sell-Off Is A Structural Break To The Downside Of The Already Negative Trend
BRIC PMIs For November: A Moderate Pick Up In Growth
9 In 10 In The Red: Asset Markets YTD Returns Signal Risk Repricing
BRIC Composite PMIs Q3 2018: A Tale Of Growth Slowdown
BRIC Services PMIs Q3 2018: Slower Growth Ahead
Dumping Ice Bags Into An Overheating Reactor: Bonds And Stock Bubbles
BRIC Manufacturing PMI Dips In Q3 2018
Concentration Risk: IPOs, New Firms' Arrivals And Super Stars
Moscow's Fiscal Resilience In The Headwinds
Emerging Markets Risks And International Reserves
BRIC PMIs Trace Global Economy's Slowdown At The Start Of Q3
Collapsed Labor Share Of Economy 1947-2016
M&A Activity: More Concentration Risk Signals
Household Debt And The Cycle
Broader Unemployment Vs. Official Unemployment: Ireland
Ireland's Employment Data: Official Stats Vs. Full Time Equivalents
Burden Sharing, Reforms And Greece
The Second Longest Recovery
China, EU And U.S.: Arch Stanton's Grave
Weaker Growth Signals For The Euro Area
Italy's Problem Is Europe's Problem
Italian Sovereign Risks Are Blowing Up
Leverage Risk In Investment Markets Is Now Systemic
4 Macro Charts That Explain Trumpvolution
S&P 500 Earnings Diversification: International Trading Pays
Law Of Unintended Consequences And Complexity: Tax Cuts And Jobs Act 2017
The Great Recovery With No Savings: U.S. Households Meet 'Exceptionalism'
Geopolitical Risk: Who Cares?
Sand Castles Of Local Government Regulations In U.S. Property Markets
Average Tariffs: 2000-2016