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Chris Dillow

The policy mix Fiscal conservatism and monetary activism is not the right policy mix. ...

30 June 2015

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. The wage threat

    02 July 2015

    Rising wage inflation might lead to a squeeze on profits.

    wages might rise faster than consumer spending, which would mean that profits get squeezed.

  2. Reputation traps

    02 July 2015

    It's dangerous to back fund managers or companies with good reputations - because these might be earned by luck rather than skill

    Good reputations don't always make for good investments.

  3. Greek crisis to continue

    Greek crisis to continue

    01 July 2015

    Uncertainty about Greece's relationship with the rest of the euro area will continue, whatever the outcome of Sunday's referendum.

    Greece will "inevitably require a third bail-out".

  4. Next week's economics: 6-10 July

    01 July 2015

    Next week could see faster growth in the UK, but a still-patchy upturn in the euro area

    How sustainable big house price rises are, given the lack of affordability of housing, is dubious.

  5. Trade troubles

    01 July 2015

    Slow growth in world trade implies poor returns on equities.

    It's no accident that a slowdown in world trade growth has coincided with slower growth in western economies generally and with talk of secular stagnation.

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