Economics Malaysia

[Disclaimer: Since I work for a pension fund, this blog post should be taken as biased and not wholly objective. You have been warned] Fro...

[If you want to skip all the math and theoretical stuff, go ahead and jump down to the conclusion ] Take a bond, any bond. Actually take...

Last week’s GDP report was a mixed bag. On the one hand it paints a picture of an economy slowing down, especially in terms of domestic dema...

We’re nearing Fed “liftoff” with a better than 50% chance that the US Fed Funds Rate will rise above 0%-0.25% for the first time since 2008....

Noah Smith has a headache (excerpt): Big TFP data mystery! I had been under the impression that over the last three decades or ...

Monday’s industrial production figures paint a picture of recovery (log annual and monthly changes; seasonally adjusted; 2000=100): Ma...

The best laid plans of mice and men… I was going to put up an analysis of Budget 2016 the day after the budget, but as luck would have it,...

I’m back at work, and just in time to catch the budget. In case anybody’s wondering where I disappeared to over the past month, I’ve been on...

From VoxEU.org (excerpt): The age of global value chains João Amador, Filippo di Mauro 09 September 2015 There is an urg...

I used this analogy  in a conversation last week, and its too apt not to publish it. Imagine you’re in the stock market and trying to eval...

The thing that struck me the most about yesterday’s global market selloff, is the sense of déjà vu. The more things change, the more they st...

My advice to BNM and the government, not that they need it, would essentially be the following: