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For the past year or so we have been noticing weakness in Irish exports, particularly pharmaceuticals and one or two other key areas. Falling exports were a big driver of the Irish 'recession' last year.
At least part of this was Covid related and the fall represented payback for the massive boost arising from exports of vaccine and other health related products during the pandemic.
It's only one month's data, so shouldn't be over-interpreted, but latest numbers hint at two things. First, normalisation of exports may be close. Second, as the quintessential small open economy, Ireland is a bell-weather for the world economy. Maybe there is a hint of global trade and global growth picking up.
Maybe the U.S. won’t cut rates at all this year?
Irish inflation continues its fall.
Oil prices edging up again.
China - the one economy where we cannot talk about a positive growth surprise.
interest rates at current levels are maybe the new normal?
Macron’e Ukrainian epiphany
Jim disappears down the crypto rabbit hole
Happy St Patrick’s day! Ireland’s soft power is worth billions. Only idiots begrudge its exercise.
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'After taking the pin out, you are supposed to throw the grenade'. Is the UK really in worse political shape than the US?
"Stop the world, we want to get off": SF takes offence at the 'militarisation of the EU'. A poor month for the Irish consumer. REal wage growth might come to the rescue.
A rare opportunity to do the strategically right thing and reap political dividends: a budget for housing, not tax cuts.
Economic PTSD? EU economy growing again. US economy accelerates? Stock market reaction to Nvidia humbles analysts
Interest rates likely to fall next month - in the EU at least. But does the ECB know what it is doing? Nvidia & the nuttiness of stock markets.
Politics & opinion polls in Ireland, UK & US. Why are Sinn Fein suffering because of immigration? Have they lost vital momentum?
Is immigration just one of those unsolvable problems? Biden's EV tariffs repeat the mistakes of the 1970s
Is the liberal world order really about to collapse? Or should we take cheer from 'The Curse of The Economist"
Has Robert Kennedy JR's brain been eaten by a worm? Could it be responsible for his conspiracy theories. Do protests work?
If Gaza gifts Trump the White House the great Bidenomics experiment is over. A lot of other things will also be over.
Unemployment edges up on both sides of the Atlantic. UK election results show Sunak up as a hopeless politician he really can't do politics.
An ex-UK Cabinet Minister suggests bussing refugees to the Irish border in order to show the "pious" Irish government who is the boss.
If war is coming to Europe, is membership of the EU and neutrality mutually inconsistent?
What will the next generation think of us? Taking the other side of IMF forecast bets.
Irish house prices up again. Time to change the global growth narrative? Markets, the IMF & The Economist all have bought into stronger growth & higher interest rates.
Will Ireland go Dutch? Prolonged coalition negotiations likely if no party gets more than 30% of the GE vote.
It's beginning to look a lot like the 1930s
Higher for longer US interest rates = higher for longer mortgage rates in Ireland and U.K.
Irish reunification: the costs and other issues - many that haven't even been thought about
Getting ready for war in Europe? Competing narrative fallacies about markets.
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