asterisk2a + discretionary + margin   3

This Letting Agent Admits The Housing Shortage Is Good News For Landlords - BuzzFeed News
[ Lord Adair Turner book & Richard Koo; banks tend 2 lend 2 property & land rather than productivity/businesses. risk averse, if the family cant pay the mortgage any more, than at least u have not lost all the money! less risky! Its also partly rentier behaviour of banks. // also BOE has to be concerned about future disposable income; rent & utilities eating up 50%-75% of income thus less for consumption! ] “Landlords’ balance sheets are looking healthier than at any point since 2014, and property investors are looking at an excellent rate of return from their portfolios.” Gill warned that changes to stamp duty announced in chancellor George Osborne’s Autumn Statement and due to take effect on 1 April – people selling buy-to-let investments will pay an extra 3% – were bad news for landlords. But overall, the “consistent and developing lack of housing for across all tenures, for a spiralling population” meant the level of demand for rental properties would not reduce, he said.
property  bubble  speculative  bubbles  asset  bubble  asset  allocation  macroprudential  policy  Generationengerechtigkeit  generation  rent  Housing  Crisis  social  affordable  distortion  ZIRP  NIRP  QE  aggregate  demand  Right  to  Buy  Buy-to-Let  Help  to  Buy  Scheme  Help  to  Save  policy  folly  policy  error  consumer  debt  household  debt  budget  deficit  recovery  mortgage  market  credit  bubble  GFC  bank  bailout  BOE  zombie  banks  rentier  rent-seeking  Richard  Koo  underinvestment  productive  investment  infrastructure  investment  zombie  consumer  industrial  policy  economic  history  Mark  Carney  financial  repression  behavioral  finance  behavioral  economics  herding  herd  hunt  for  yield  leverage  margin  trading  equity  bubble  Gini  coefficient  disposable  income  discretionary  spending  VAR  CDO  CDS  risk  aversion  squeezed  middle  class  secular  stagnation  inequality  UK  generational  contract  lost  generation  constituency  Tories  Conservative  Party  nasty  David  Cameron  George  Osborne  general  election  2015  general  election  2020  fiscal  policy  austerity  monetary  policy  liquidity  trap 
february 2016 by asterisk2a
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
Alibaba Is the Canary in China's Coal Mine - Bloomberg View
It turns out investors were right about Alibaba: No company is more on the front lines of China's economic shifts than Jack Ma's juggernaut. And that's just where the problems begin. [...] After months of putting the entire weight of the government behind saving the market, Beijing appears to have given up. The fallout from that realization will have unpredictable effects on 1.3 billion people indoctrinated to believe Beijing can control any crisis or narrative. As markets swoon and gross domestic product slides, consumers are delaying nonessential purchases. [...] Mass austerity has only just begun. [...] it would be interesting to see how the government responds to "large and widespread investment losses that could lead to a notable negative wealth effect which could weaken consumption, as well as grievances against the authorities." [...] Macau's GDP -26.4% last quarter [...] Chinese gamblers stayed home. [...] Ma created a better quarterly GDP report than Beijing.
Alibaba  China  Jack  Ma  2015  credit  bubble  PBOC  equity  bubble  asset  bubble  property  bubble  speculative  bubbles  speculative  hunt  for  yield  speculation  Yuan  RMB  devaluation  distortion  QE  ZIRP  NIRP  margin  trading  leverage  discretionary  spending  Call  Taper  Fed  BOE  balance  sheet  recession  underwater  market  intervention  bond  bubble  unknown  unkown  unintended  consequences  hubris  irrational  exuberance  western  world  faultlines  Structural  Impediments  imbalance  savings  glut  correlation  excess  reserves  banking  crisis  shadow  banking  investment  banking  New  Normal  fractional  reserve  banking  banking  BIS  centralbanks  monetary  policy  fiscal  policy  short-term  1%  Super  Rich  Privileged  Establishment  Toff  bank  bailout 
september 2015 by asterisk2a

related tags

1%  affordable  aggregate  Alibaba  allocation  asset  austerity  aversion  avoidance  bailout  balance  bank  banking  banks  behavioral  BIS  BOE  bond  BRIC  British  bubble  bubbles  budget  budget2015  business  Buy  Buy-to-Let  buyback  Call  Cameron  capital  capitalism  Carney  CDO  CDS  centralbanks  China  class  code  coefficient  competitive  competitiveness  confidence  consequences  Conservative  constituency  consumer  contract  corporate  correlation  credit  crisis  crony  David  debt  debtoverhang  deficit  deflation  deflationary  demand  devaluation  differentiate  differentiation  discretionary  disposable  distortion  distribution  Dollar  economic  economics  education  election  equity  error  Establishment  European  evasion  excess  exuberance  fairness  faultlines  Fed  Ferguson  finance  financial  fiscal  folly  FOMO  for  fractional  FX  gap  general  generation  generational  Generationengerechtigkeit  George  GFC  Gini  glut  growth  headwinds  Help  herd  herding  history  household  Housing  hubris  hunt  imbalance  Impediments  income  industrial  inequality  inflation  infrastructure  intervention  investment  irrational  Jack  Koo  leverage  liquidity  lost  low  Ma  macroprudential  mandate  margin  Mark  market  maximisation  mechanism  microeconomic  middle  mobility  monetary  mortgage  nasty  New  Niall  NIRP  Normal  Osborne  output  Pact  Party  PBOC  petrodollar  policy  Pound  Privileged  product  productive  productivity  profit  property  QE  QT  rate  recession  recovery  rent  rent-seeking  rentier  repression  Research  reserve  reserves  Rich  Richard  Right  risk  RMB  Save  savings  Scheme  Schuldenbremse  secular  shadow  share  shareholder  sheet  short-term  social  sovereign  speculation  speculative  spending  squeezed  stagnation  STEM  Sterling  stimulus  Street  Structural  Super  system  Taper  targeting  tax  theory  thinking  to  Toff  Tories  trading  transmission  trap  trickle-down  UK  unconventional  underinvestment  underwater  unintended  Union  unknown  unkown  value  VAR  view  wage  Wall  western  world  yield  Yuan  ZIRP  zombie 

Copy this bookmark:



description:


tags: