Eugene Kiernan | Business Post

Eugene Kiernan

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Beyond the beaches: Why Spain’s economy is under a cloud

Irish visitors to the Costa del Sol may see packed restaurants and a building sector in full swing once more, but away from the thriving resorts the picture is gloomy

Eugene Kiernan: Ukraine war will further exacerbate economic uncertainty

Concerns over inflation, supply chains and GDP-to-debt ratios will increase as the Russian invasion continues

Analysis: Why the coming months are critical to assessing Europe’s economic direction

Omicron-suppression policies are having a marked impact on near-term growth prospects

Eugene Kiernan: Policy makers are changing their language around inflation rates

The transitory narrative around rising rates could be shifting

Eugene Kiernan: Evergrande’s money woes have been hiding in plain sight for years

The troubled Chinese property company has had negative cashflow in eight of the past ten years and its total debt now stands at more than $320 billion. Despite an initial wobble, global markets seem relatively unconcerned, but should they be worried?

Eugene Kiernan: US economy entering critical phase

With pandemic welfare supports being cut and Delta cases surging, consumer confidence is in a fragile state

Fire or ice? Is the US economy overheating or slowing down?

Economists are divided on whether the country faces surging inflation or slowing growth as the rampant Delta variant undermines forecasts

Analysis: The gap between winners and losers in retail is stark

The ability to adapt to what are likely to be continually changing circumstances will continue to be a hallmark of those who prosper

Eugene Kiernan: China was the ghost at the G7 feast

Clarity and cooperation in areas such as trade, monetary policy and vaccines will be important for global stability — and this needs two-way communication with China

Eugene Kiernan: Inflation and high prices? Probably. But don’t panic, it’s temporary

Many economists are raising alarm bells in the US over how high prices will go and for how long, but companies themselves are taking a more sanguine view

Comment: Wall Street does not reflect what’s happening on Main Street

While the US stock market has held strong, much of it depends on a positive view of the 2021 economy – one which now seems overly optimistic

Analysis: How the outcome of the US election will affect stock markets

Wall Street could become edgy in the event of a contested result, but whatever happens the 2020 vote is one that counts for investors

Analysis: Covid-19 has led some companies to better business models

The pandemic has given some firms a greater insight into where they can improve and where they can cut back. Those who use the opportunity to re-evaluate will emerge stronger in a post-Covid world

Analysis: Why China’s economy will grow this year despite pandemic

An efficient response to Covid-19 has helped the first major economy hit by the pandemic to be the first to recover

Analysis: The great divide: why haven’t investment funds fallen further?

Despite the economic carnage being witnessed around the world, investment returns are holding relatively steady

Comment: Tackling income inequality is key to economic growth

Covid-19 has disproportionately hurt disadvantaged groups and this inequality will hold back the strength and durability of growth unless we invest in education, healthcare, social protection and access to technology

Finding fresh ways to measure the recovery

When it comes to assessing how the economy can bounce back from Covid-19, looking at traditional data such as GDP may be irrelevant

Analysis: Pension funds are down, but it’s nowhere near as bad as 2008

Given the extreme circumstances and volatile markets, an outcome of about -8 per cent for the year to date is acceptable for Irish investors – as long as there’s no second wave

Stock market shock from pandemic is ‘serious but temporary’

Investment managers are staying diversified and vigilant as the degree of uncertainty at the moment is unparalleled

Eugene Kiernan: Investors should frame their strategy with deliberate calm

The pandemic is a humanitarian tragedy, but it will also leave a lasting mark on the global economy with, currently, Europe being hardest-hit