Attention Economy


Saturday, February 1, 2025

Shifting Fortunes in Europe

The revenge of the Mediterranean
https://www.ft.com/content/7613b33f-f09e-4fad-a8c1-39dd11b662a9
The future of the continent will be shaped in the once-mocked south

Reversal of fortunes: Europe’s thriving south and stagnant north
https://www.ft.com/content/3eaa4534-6593-467b-877b-3a18e0a30181
With Germany’s economy stalling, tentative growth in Portugal, Italy, Greece and Spain is some good news for the Eurozone. Will it last? 

Double Standards at Credit Rating Agencies?

Will the credit rating agencies stand up to Trump?
https://www.ft.com/content/f5ceb7b6-1d9f-444d-bfbb-f5110d737e03
Debt rankers appear to have been more coy in recent years on risks of developed economies than emerging markets
 
Related:
Fitch’s downgrade of US debt wasn’t a mistake — it was long overdue by VIVEKANAND JAYAKUMAR, The Hill - 08/07/23
https://thehill.com/opinion/finance/4138215-fitchs-downgrade-wasnt-a-mistake-it-was-long-overdue/ 

Will Inflation Reignite?

My Take: There’s still a real threat that inflation makes a comeback

https://thehill.com/opinion/5119872-trump-era-inflation-debate/
 
Tariffs Are Nearly Here. The Price Hikes Coming for These Items May Surprise You.
https://www.wsj.com/economy/trade/tariffs-are-nearly-here-the-price-hikes-coming-for-these-items-may-surprise-you-99cba7a4 

When Banking is Not About Lending

Wall Street Is Booming, but Banks Are in a Lending Rut
https://www.wsj.com/finance/banking/wall-street-is-booming-but-banks-are-in-a-lending-rut-2b4f4a64
Weak loan growth is a worry, particularly for regional lenders. 

The Case for Roth IRA

The Retirement Maneuver More People Should Be Making
https://www.nytimes.com/2025/01/31/opinion/retirement-roth-conversion.html 

India Tries Tax Cuts to Stimulate Demand