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   Investment Thoughts - Beyond Finance

Rethinking the Financial Network
In the present financial crisis the flight is of capital, not humans. Yet the scale and contagious consequences may be no less damaging.

 


Through history, there are many examples of human flight on an enormous scale to avoid the effects of pestilence and plague. From yellow fever and cholera in the 19th century to polio and influenza in the 20th. In these cases, human flight fed contagion and contagion fed human catastrophe.

 

 

Read the full report

 

Rethinking the Financial Network
Speech by
Andrew G Haldane*
Executive Director, Financial Stability
Bank of England

 

 

 

 

Bank of England, April 2009-Andrew G Haldane

14.04.2009


 

Themes

 

Asia

Bonds

Bubbles and Crashes

Business Cycles
Central Banks

China

Commodities
Contrarian

Corporates

Creative Destruction
Credit Crunch

Currencies

Current Account

Deflation
Depression 

Equity
Europe
Financial Crisis
Fiscal Policy

Germany

Gloom and Doom
Gold

Government Debt

Historical Patterns

Household Debt
Inflation

Interest Rates

Japan

Market Timing

Misperceptions

Monetary Policy
Oil
Panics
Permabears
PIIGS
Predictions

Productivity
Real Estate

Seasonality

Sovereign Bonds
Systemic Risk

Switzerland

Tail Risk

Technology

Tipping Point
Trade Balance

U.S.A.
Uncertainty

Valuations

Yield