asterisk2a + discretionary + fomo + history + industrial   2

Bank of England may cut rates, says chief economist - BBC News
Softening employment figures and weakening surveys on manufacturing and construction output suggested growth in the UK could slow in the second half of the year and inflation might not pick up as expected. Furthermore, problems in emerging markets could be a drag on UK growth and the headwinds from those economies were unlikely to abate any time soon, Mr Haldane added. //&! In a wide-ranging speech that called on central bankers to think more radically to fend off the next downturn – including the notion of abolishing cash – Haldane warned the UK was not ready for higher borrowing costs. He described recent events in Greece and China as "the latest leg of what might be called a three-part crisis trilogy."
China  sovereign  debt  crisis  European  Union  BRIC  credit  bubble  2015  headwinds  Fed  mandate  BOE  bond  bubble  Taper  Richard  Koo  fiscal  policy  austerity  monetary  policy  QE  ZIRP  NIRP  QT  British  Pound  Sterling  Dollar  petrodollar  FX  reserves  excess  reserves  liquidity  trap  GFC  economic  history  trickle-down  economics  Pact  Schuldenbremse  George  Osborne  budget2015  David  Cameron  industrial  policy  underinvestment  infrastructure  investment  productivity  output  gap  STEM  Research  competitiveness  competitive  differentiate  differentiation  shadow  banking  banking  crisis  leverage  margin  trading  speculative  bubbles  property  bubble  asset  allocation  capital  allocation  asset  bubble  hunt  for  yield  FOMO  equity  bubble  Gini  coefficient  inequality  social  mobility  crony  capitalism  Wall  Street  business  confidence  business  investment  profit  maximisation  shareholder  value  share  buyback  Niall  Ferguson  secular  stagnation  western  world  deflationary  deflation  macroprudential  policy  microeconomic  policy  education  policy  fairness  Generationengerechtigkeit  bank  bailout  tax  evasion  tax  avoidance  tax  code  corporate  tax  rate  short-term  thinking  short-term  view  monetary  transmission  mechanism  monetary  stimulus  monetary  policy  monetary  monetary  debt  unconve 
september 2015 by asterisk2a
Who Will Be Hurt Most When The Tech Bubble Bursts? Not VCs | TechCrunch
In a nutshell, FOMO is driving many investors in a hustle to be a part of the next Facebook or Twitter and put in huge investments for a fraction of stake. And, they don’t see much risk in it as long as they get the downside protection. [ growth round = rocket fuel splashed onto stuff to acquire more customers and market share (basically, but not always) ] [...] Someday, pretty soon, these will be put to the test, and valuations based on visibility of earnings will matter again. A few will succeed of course, but several others will fall – it remains to be seen how miserably. VCs will most likely walk away with their invested money, if not more. It’s the employees and founders who will see their million-dollar dreams crash and burn. [living beyond ur means & betting dollars you dont have on a time that seems further away than u can even guess (secular stagnation)] [lack of income growth (across the western world) thus disposable income (discretionary spending) is also not helping]
Silicon  Valley  burn  rate  operations  Bill  Gurley  Unicorn  runway  FOMO  Venture  Capital  growth  round  termsheet  liquidation  preferences  Private  Market  Private  Equity  SPV  bubble  distortion  QE  ZIRP  NIRP  disinflation  secular  stagnation  deflationary  deflation  western  world  business  model  revenue  revenues  fiscal  policy  income  growth  USA  OECD  sovereign  debt  crisis  austerity  disposable  income  policy  error  Taper  policy  folly  monetary  policy  productive  investment  underinvestment  infrastructure  investment  1%  Super  Rich  on-demand  convenience  Share  Economy  labour  labour  economics  discretionary  spending  Schuldenbremse  PIGS  Brexit  Grexit  currency  war  macroeconomics  Pact  Europe  productivity  Lohnzurückhaltung  job  creation  globalisation  globalization  Niedriglohn  Niedriglohnsektor  Service  Sector  Jobs  flat  world  borderless  competitive  Future  of  Work  Industrial  Revolution  2.0  economic  history  speculative  bubbles  speculative  speculation  demographic  bubble  Super  Cycle  consumer  debt  zombie  consumer  zombie  banks 
may 2015 by asterisk2a

related tags

1%  2.0  allocation  asset  austerity  avoidance  bailout  bank  banking  banks  Bill  BOE  bond  borderless  Brexit  BRIC  British  bubble  bubbles  budget2015  burn  business  buyback  Cameron  capital  capitalism  China  code  coefficient  competitive  competitiveness  confidence  consumer  convenience  corporate  creation  credit  crisis  crony  currency  Cycle  David  debt  debtoverhang  deflation  deflationary  demographic  differentiate  differentiation  discretionary  disinflation  disposable  distortion  distribution  Dollar  economic  economics  Economy  education  equity  error  Europe  European  evasion  excess  fairness  Fed  Ferguson  fiscal  flat  folly  FOMO  for  Future  FX  gap  Generationengerechtigkeit  George  GFC  Gini  globalisation  globalization  Grexit  growth  Gurley  headwinds  history  household  hunt  income  industrial  inequality  inflation  infrastructure  investment  job  Jobs  Koo  labour  leverage  liquidation  liquidity  Lohnzurückhaltung  low  macroeconomics  macroprudential  mandate  margin  Market  maximisation  mechanism  microeconomic  mobility  model  monetary  Niall  Niedriglohn  Niedriglohnsektor  NIRP  OECD  of  on-demand  operations  Osborne  output  Pact  petrodollar  PIGS  policy  Pound  preferences  Private  product  productive  productivity  profit  property  QE  QT  rate  Research  reserves  revenue  revenues  Revolution  Rich  Richard  round  runway  Schuldenbremse  Sector  secular  Service  shadow  share  shareholder  short-term  Silicon  social  sovereign  speculation  speculative  spending  SPV  stagnation  STEM  Sterling  stimulus  Street  Super  system  Taper  targeting  tax  termsheet  theory  thinking  trading  transmission  trap  trickle-down  unconventional  underinvestment  Unicorn  Union  USA  Valley  value  Venture  view  wage  Wall  war  western  Work  world  yield  ZIRP  zombie 

Copy this bookmark:



description:


tags: