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26 August

What Triggers a Double Dip?
 

 

 

All that is necessary is a failure of the subject economy or its dependent economies to continue the trajectory of growth out of recession.

 

Economic crises are not precipitated by declines in asset values; they are the consequence of the change in sentiment. Crises begin with the signals of continuation in recent trends failing to materialise.

 

In 2007, when so much private debt was secured against homes, the over supply of new build housing in the US caused the growth in domestic real estate values to stop. Not to fall but simply not to grow further.

 

The financial sector had gambled on a continuation in the trend of value growth and hence it’s failure to materialise led directly to the unwelcome notion that a new economic paradigm, in which values rose without interruption, had not been found.

 

Sentiment changed at that moment and the rest, as they say, is (almost) history.

 

So a second decline in economy activity closely following an apparent resumption in growth (the double dip) will be caused by the reporting of some significant hesitation in the trend of recovery.

 

Sentiment will change, people’s fears will dominate their expectations and economic activity will diminish in confirmation.

 

These economic after shocks are usually not as severe as the primary event. The reason is that the amount of leverage in the system has not had time to be rebuilt and consequently the distance to fall is less than is the case when the economy has enjoyed an extended period of expansion.



04:08 GMT  |  Read comments(0)

24 August

Double Dip?
 

You may recall that at the start of the recession I explained the 80% rule. To remind you it is that you cannot forecast the shape of the outturn until 80% of the recession has passed.

 

Without going into detail the US & UK economy exhibits few features of a sustained recovery and some characteristics of regression. So the balance of probability is for a slowing of growth over the next 6 months.

 

Usually this ‘second dip’ is not as deep as the first and is relatively short lived. In this recession I believe that central banks will intervene by injecting liquidity into the banking system to reduce the impact.

 

False dawns appeal to people’s recession fatigue and often are seized upon as evidence of a sustainable recover. Managers of companies that have survived the recession and are financially healthy can be enticed into investment prematurely only to encounter an unexpected reversal as economic activity enters another period of decline. Healthy companies can easily be transformed into damaged businesses as a result.

 

You might say that every silver lining has a cloud.

 

Paradoxically I would suggest that the timing to begin investment planning is if the economy dips again. This is usually a good marker of the 80% point. There are very few instances of a triple dip although there remains the likelihood of a medium term trend of only slow growth. Money will remain relatively cheap, notwithstanding that real bank margins are at a 22 year high.

 

The difficult situation is if there is no second dip and the economy drifts in a low growth state which retains the possibility of a new decline. This is the uncertain world in which pessimism thrives and management becomes consumed by a series of short term measures never sufficiently confident to invest in the long term.



14:30 GMT  |  Read comments(0)

13 June

Why are countries becoming fiscally unstable?
 
I'm curious about why so many countries seem to have become economically unstable (Japan being the most recent) when their level of debt was incurred mostly prior to the recession and, during that period, they were considered an acceptable credit risk.
 
To now argue that their deficit is unsustainable and unfinancable implies;
 
a. That the initial risk evaluation was erroneous or,
b. That their expediture has risen beyond expectation or
c. Their revenue has fallen beyond expectation
 
Certainly the problem does not arise as a direct consequence of bailing out their banking systems.  The amoiunts involved are substantial but not catastrophically so.
 
Recession causes tax revenue to decline and welfare expediture to rise but it is unusual for a contraction of this magnitude (<6% gdp) to precipitate a high probability of default.
 
I have a feeling that something else is in play.
 


16:21 GMT  |  Read comments(0)

12 May

This is a strange recession
 

 

The shape of the recession has surprised many informed observers. At this early recovery stage it looks as if it has traced a ‘V’ shape. A year ago this was the least likely outcome.

 

How, you might ask, is it feasible to brush off the most pernicious economic event in over 70 years as if it were just an inconvenience?

 

Of course we have not reached the final chapters yet but it is interesting to speculate.

 

  1. It may be that the financial crisis did not pollute other sectors of the economy to the extent that was thought inevitable. Intervention by governments to take onto their balance sheet the capital destruction of the banks may have ameliorated the contagion.

 

Governments are better able than private sector institutions to spread the impact of financial impairment over the very long term.

 

  1. On the other hand, it doesn’t follow that a symmetrical pattern to the descent and ascent locks in a period of strong economic growth. It may be that the full negative effects of the recession have not yet emerged and that they will trickle out over next few years as a period of economic fragility and turbulence follows the return to anaemic growth.

 

This may also be the consequence of the massive government intervention.

 

  1. A further option is that the dampened energy of the recession will escape through another channel to create another downturn during the next couple of years.

 

You may consider the sovereign debt crisis in the Euro zone is one such event. It is not coincidental that it has arisen now although the linkages were sufficiently obscure for the markets not to predict its severity.

 

  1. To pay for the cost of its intervention the public sector, throughout the world, if it is not going to permit a higher rate of inflation, will need to reduce its spending and, because of the high proportion of the economy represented by public sector activity, this action will dampen aggregate growth significantly.

The private sector can only compensate for this if it is able to finance growth in excess of the recent norm and to so will require the volume of new debt to expand.

 

Under this scenario, to escape the lagged consequences of the recession just past we must embrace the debt devil that created it.

 

Are there lessons to be learned from this that will inform our future policies?

 

The answer has to be ‘yes’ but undoubtedly it will be several years before we fully understand what they are.

 

However one thing is abundantly clear. It is that we, an interconnected interdependent world economic community, are unable to predict economic turning points until they are undeniable.

 

We know, as a matter of certainty, that there will be such turning points as the proposition that we have defeated the cyclical pattern of boom and bust has been utterly discredited.

 

We know also that predictions of bust are derided when they are made in the context of several preceding quarters of uninterrupted growth. We fear that if we accept the probability of a collapse our actions to protect our interests will lead to a cascade of imitative behaviour and the prediction will be self fulfilling.

 

Predictions of boom are also received with scepticism as sentiment in the depression requires evidence of relief before hope can become expectation.

 

We need to accept the inevitability of boom and bust and develop better tools to both predict and manage the extremes.

 

Adjustments that moderate a boom and prevent bubbles forming or minimise their size are healthy as more frequent corrections cause less economic damage over the medium term.

 

If it is beyond our statistical capability to forecast naturally occurring turning points with an acceptable level of confidence then perhaps we should turn our attention to how we can stimulate them through economic management and hence, through deliberate action, render them predictable.



06:14 GMT  |  Read comments(1)

11 May

Further turbulence and the end of certainty
 

One of the great dangers to recovery from the recession was the emergence of another seismic event that rocked the international financial system.

 

Greece provided this. The extent of its unsupportable debt burden had been apparent for some time but, like the US sub prime toxic debt, very few thought it a significant danger to economic stability.

 

Secondly the EU seemed to ignore the risk of contagion from Greece to the similarly fragile economies of Spain, Portugal and Italy implying that the Euro zone was strong and able to endure the global economic turbulence with comparative resilience.

 

Now we may be exposed to a further financial sector tsunami arising this time from EU banks.

 

Now factor in the inconclusive UK election in which no party obtained a mandate to govern. Policies faded to an indistinguishable light grey and the electorate found no party compelling.

 

These events are indicative of emergent turbulence arising at a time when most people regard the recession as ending. They are suggestive of a world in which many of the old certainties are dissolving.



14:34 GMT  |  Read comments(0)

01 March

Disrupt your own success
 

 

Too many managers and especially those running successful companies devote disproportional and misguided effort into protecting the integrity of their business model.

 

It has become increasingly clear that the corporate problems that often follow a period of success are rooted in the rigidity management creates in an attempt to preserve the conditions of success.

 

Success is just a passing phase and it is impossible to maintain the conditions in which the organisation prospered.

 

Consequently managers should begin to question their business model at the height of their success and also when a major external event, such as the current recession, changes the operating environment profoundly.

 



02:56 GMT  |  Read comments(2)

10 February

The net balance of the boom and bust
 
It is a calculation that cannot be made for many years but I cannot help wondering whether the financial benefits of the long period economic growth until 2008 with be greater or less than the significant cost of dealing with its aftermath.
 
We presume that the benefits of growth outweigh the costs of periodic adjustment but I have seen no evidence that this is a justifiable conclusion.
 
The consequence for our economic system if it is false are profound. 


14:59 GMT  |  Read comments(0)

28 January

Obama & The State of the Union
 
I wanted to follow up my comments published on AOL yesterday before President Obama delivered his first State of the Union address.
 
 
How did he perform.
 
I thought it was a workmanlike if not sober speech which contained some necessary initiatives regarding fiscal rectitude ( e.g. freezing government expenditure for 3 years) but, taken in the round, it was far from inspiring.
 
Obama has regrettably retreated after the mauling of his first year. This much is obvious.
 
I think he's is not a political in fighter and is obviously easily bruised by rejection and criticism. That is what gives him empathy. He wants to be liked and that inhibits his conduct.
 
He needs someone to rebuild his campaign confidence but I do not think his close team are able to do this. My suggestion is that he needs to refresh his team before the mid term elections with new people not damaged by the battles of year 1.
 
But who should he appoint? 


08:15 GMT  |  Read comments(0)

27 January

UK economy grows by 0.1% - so what?
 
Yesterday we learned that the UK had, on the basis of preliminary data, emerged from recession in the final quarter of 2009 by returning GDP growth of 0.1%.
 
As the statistics are always rounded to one tenth of a percent there could not have been a weaker emergence.
 
Commentators were surprised that growth was not stronger as most forecasters had 'guessed' at 0.4% implying that what the government undoubtedly wanted citizens to infer was positive news vindicating their management of the economy was, in fact, negative.
 
But what behavioural difference will occur because the forecasters got it wrong? The implication is that their econometric models are reliable and their predictions are discounted into economic expectations as being very highly likely and therefore when they are proved wrong this is a failure of policy and cause for concern about the true condition of the economy. Of course I exaggerate to make a point...but not too much!
 
I suggest that nothing will change as a result of announcing these preliminary data or that they do not reconcile with predictions.
 
One thing we should all learn from the way we enterred the recession and the exit route is that econometric models are unreliable and not much better at forecasting the pattern of macro economic change than an informed guess. They are however considerably more dangerous as their complexity implies a deep understanding of the key variables and their inter-relationship which is a false premise.
    


03:05 GMT  |  Read comments(0)

26 January

Why has there been so few major corprate failures?
 

Corporate failures tend to peak during the early recovery phase . UK insolvency specialist Begbies Traynor recently predicted that the annual record of 30,000 UK business failures set in the early 1990s will be exceeded in 2010.

 

Begbies also estimated that 140,000 UK companies experienced significant or critical financial problems during the final quarter of 2009 (an increase of 6% over the preceding quarter) and that many of these will be unable to cope with the increasing interest rates expected during the second half of 2010.

 

26,000 UK companies failed in 2009 before the important early recovery phase began and, significantly, without the effect of large company failures precipitating the failure of a cascade of dependant companies.

 

We should not believe that companies have become more resilient or that they entered the recession with lower leverage (although low interest rates have tended to make debt more supportable than is usually the case in a recession).

 

The reason why there have been fewer large company failures lies in the financial position of the lenders. Exposure to internationally traded financial institutions and instruments deplete a lender’s capacity to absorb the significant additional write offs that would arise if major companies collapsed.

 

Lenders and regulators realise that when a large company collapses, the financial consequences are multiplied by the cascade effect as smaller dependent companies cannot endure the financial impact of bad debts and lower sales.

 

The cascade of collapse cannot easily be arrested until it has run its course. When several large failures arise in close succession unemployment increases, asset prices decline, sentiment deteriorates and the recession deepens.

 

So perhaps we can argue that the financial difficulty of lenders has benefited the corporate arena by restraining lender’s normal tendency towards intolerance of corporate distress, leading them to support companies operating at the margin of survival.

 

What, in other conditions, may have been unsupportable leverage in many large companies has been re-engineered by lenders who have converted ‘excessive’ debt into new equity, giving banks effective control of many companies. Low interest rates have also contributed to the extent to which banks are able to tolerate non-performing credits for an extended period. 

 

But lenders are now rebuilding their capital and will not remain holders of diversified investment portfolios. As a result they will sell their equity positions, with private equity being the principal buyer and, significantly, as the capacity of lenders to take a financial hit is restored, they will start to take less a less supportive attitude towards impaired credits.

 

They will get tougher with SME’s and the rate of collapse will increase but significantly they will also allow large companies to fail, believing that the cascade of failure will be moderated by a more buoyant economy.

 

This depressing possibility will be compounded by the almost certain significant reduction in public sector spending, which will act as a drag on economic recovery and will lead to more company failures than would otherwise have been the case.

 

So we should conclude that the paucity of company failures makes this a less pernicious recession than we’ve seen in the past. Nor should we assume that survival to date implies a resilience that will strengthen as the economy improves. What we can say is that the forces that lead to company failure may have been redirected but have not diminished. The peak may simply have been deferred….



04:04 GMT  |  Read comments(0)

05 December

Recession Fatigue

We are definitely passing through the period of uncertainty that follows the turning point from decline to early recovery.

It is a phase characterised by recession fatigue. After two years of unrelenting bad news people have become tired of pessimism. There is little more to say about the recession so the media, always sensitive to popular sentiment, have turned from lamenting the ruins of economic prosperity and are now fully focussed on the signs of recovery.

To be fair these signs are not inventions but their significance can easily be overstated and, at best, they are evidence of a fragile recovery.

The most significant observation is that we've become bored by talk of recession and this change of sentiment leads to embryonic optimism which, in turn, fuels real recovery.

Recession fatigue is, arguable, the only green shoot that counts.


07:45 GMT  |  Read comments(1)

19 October

Selling the family silver
The UK government announces that it intends to raise c. £13bn by disposing of some non controversial assets only to be accused of 'selling the family silver'.

The reality is that the family silver was sold years ago when the Conservative administration in its binge of privatisation sold the railways, gas, electricity and water.

I cannot understand why the state sold assets such as the utilities on which the very fabric of civilised existence depends (the family silver)  but held onto the student loan book, the Tote betting system and the Thames crossing non of which touch all citizens and all of which are more appropriately held in the private sector.

What remains in public ownership is mostly a rag bag of diversified enterprises non of which the state would recreate if they ceased operations and most of which not even the most ideologically left of centre politician would regard as important to their notion of the state ownership of the means of production. 

Ok, so the Opposition recognises an opportunity to make political mischief but surely the bigger question is why the government holds onto other assets.

These are not the family silver but are, in most cases, activities that were once of strategic significance but are no longer so and/or originated from the government intervening to provide an necessary output that the market failed to supply.

Of the portfolio of businesses and assets currently owned by the state we all know that the financial institutions will eventually be returned to the private sector probably, hopefully, at a profit to the taxpayer but as this is a time when government needs to raise funds it makes good sense to dispose of those assets that have no place in state ownership.

I think there will be more sales announced over the next year but the current debate should be most sensibly targeted at how the state achieves full value.


10:00 GMT  |  Read comments(2)

21 August

The market's capacity to predict has been disabled

One of the superficially spooky characteristics of markets is their capacity to predict events.

Numerous studies have revealed this ability and the US even went so far as to open up a market to bet on future terrorist incidents as a controversial intelligence device.

However during this phase of the recession it is impossible for any actor to have a reliable view of the next iteration of the economic event through which we are passing. Consequently the recent bull market cannot be discounting a commonly held rational calculation of what is about to happen but must be based on the more flaky substance of commonly shared sentiment that we hope the recession is ending.

This is not the market predicting the next iteration but is, instead, the market creating a bubble (an distortion based entirely on irrational exuberance) of the kind now thought to lie at the root of the recession.

These are dangerous moments in which the certainties of the ancien regime must be treated with scepticism.



06:02 GMT  |  Read comments(0)

07 August

Why is the BoE putting another£50bn into the UK economy?

Yesterday's unexpected move by the MPC was initially taken as a negative signal confirming the fragility of the UK economy influenced, perhaps, by the strong FTSE and the hardening of the general perception that the worst is over and the recession is at an end.

I have emphasised widely that, while the financial crisis of a damaged banking system, may have ended turbulence in the wider economy has a lot more energy and any belief that there can be no new reversals is seriously flawed.

My take on the MPC's decision is that they also believe that talk of economic recovery is premature. While there are suggestions that the rate of decline has abated the conditions for sustained economic growth are not yet in place.

At the root of these conditions for sustainable economic activity is the availability of debt but the volume available remains insufficient to support recovery.

The BoE's QE programme is, at least inpart, causally related to the recent resurgence in economic activity and, hence, I believe that the MPC's decision is both courageous and correct. They have used QE to provide the banks with even greater liquidity which should create a disincentive to restrict lending and an incentive to expand the volume available.

The MPC is trying to minimise the chance of a 'double dip' characteritic of a 'W' shaped recession.


05:36 GMT  |  Read comments(0)

30 July

Does a Q2 GDP decline of 0.8% confirm a V shaped recession for the UK?

Firstly this figure is very very provisional.

It is a composite of several measures which are themselves estimates and consequently must be treated with caution.

What can probably be said with some confidence is that the change in UK GDP for Q2 remained negative but was significantly less that the 2.4% decline recorded for Q1. In shorthand; a sharp upturn in the graph.

There are two major issues that temper the optimism that would otherwise accompany this better than expected performance.

Firstly, there is insufficient credit available to support a sustained recovery. Arguably the volume of corporate debt that matures over the next 12 months exceeds the aggregate lending capacity of banks open for business in the UK. To resolve this China, in particular, but also India must release some of their capital into the western markets to facilitate an expansion in bank capital and, as a consequence, improve their own medium term trading prospects.

Secondly, a Q2 reduction in the rate of decline hinting at a V shaped recession is also consistent with a W shape.




10:00 GMT  |  Read comments(0)

02 July

How does 2.4% Q1 decline in GDP square with economic optimism?

I thought I was being somewhat pessimistic in 'guessing' that the decline in UK GDP for Q1 2009 would be 2%, so 2.4% came as something of a surprise but, interestingly, not a shock that turned comment and markets back towards pessimism.

Some argue now, but not previously, that if a big adjustment is required then it is preferable to get it over with asap. A short, sharp cold shower is better than a long luke warm one. This is predicated on the attractive proposition that sentiment is influenced positively by observing that the economy has adjusted rapidly given that over some period it will probably shrink by circa 4%.

The contrary view is that the steeper the decline the more difficult it is to justify a symmetrical recovery (V shaped) unless you are practicing the kind of boom & bust, high frequency fiscal policy that the UK engaged in in the 1970's.

The markets, usually the best guide of aggregate sentiment, suggest that the unexpectedly large decline in GDP was already discounted and they are still suggesting a return to growth towards the year end. If they are correct then the rise in Q3 2009 will be spectacular.


04:52 GMT  |  Read comments(0)

01 July

The media suggest things are getting better...can you rely on this?


It's tempting to believe the media and to budget for economic recover towards the end of 2009 but is this sensible?


In an editorial publish elsewhere I cautioned that that turning point of a recession is harder to call that the onset. If you remember there was no consensus about the likelihood of a recession happening and hardly anyone called the chaos that has ensued. Moreover most economists have classified this event as the most pernicious since the great depression of the 1930’s saying the a ‘V’ shaped recover was unlikely.

 

Well, if you extrapolate the recent press comment a ‘V’ shaped event is what we’ll get with UK growth resuming in the final quarter of 2009.

 

I’m cautious because this scenario is what we would all hope for and we tend to overweight data which appears to suggest the best case. There are undoubtedly some encouraging signs but without a resumption in bank lending I cannot see how any recovery in consumer sentiment can be translated into a sustained recovery.

 

 ‘Green shoots’ are always vulnerable to an early frost and the economic spring is currently insufficiently robust to withstand another shock.

 

My advice is to be cautiously optimistic but wary of a ‘W’ shape with another decline following a brief period of apparent recovery.

 

I suggest that you regard the next 9 months as likely to be a fragile period in which there is an equal chance of growth and decline.

 

Also bear in mind that more companies tend to fail in the 18months following a resumption of growth that did so in the decline phase of the recession. If you are a business to business company then you must be wary of the credit risk amongst your customers.

 

You should construct 12 month budget as usual but revise it, at least, every 3 months as no one can say for certain what the conditions will be in months 6 to 12.

 

Plan to ensure that your business can survive a period of 12 months with no real improvement in the economic conditions.

 

The key indicators will be a resumption in the growth of net bank lending, sustained growth in mortgage lending and the ability to credit insure customers without difficulty. Any two is good. All three is a recovery in progress.

 

Don’t gamble on economists calling an end to the recession that they failed to predict.



10:52 GMT  |  Read comments(0)

11 June

The migration of turbulence
It is notable that in the UK economic turbulence has been closely followed by political difficulties with the political class exposed as furthering their own economic interests while failing in one of their principal objectives, to protect the economic welfare of citizens.

Would the same degree of political unrest have arisen in the US had Bush not been replaced by Obama? Who knows?

One thing seems clear, in turbulent times citizens bond with their head of state as a symbol of hope (Obama's position) and are repelled by a symbol that represents the stability and prosperity of the recent past that has been lost and cannot be regained easily (Brown's position).

Citizens want to look forward not backwards.


14:20 GMT  |  Read comments(0)

10 June

Early Economic Spring

It's astonishing how quickly the media and economic commentators have taken some mildly encouraging economic data in both the US & UK and called the bottom of the recession and the prospect for economic growth by Q4 2009.

It was only a couple of months ago that they were certain that both economies would stay in decline throughout 2009 and that the UK might even decline throughout 2010.

What does this tells us?

Firstly, It causes me to be even more cautious about economic forecasts. 6 months before the event began 50% of economists believed there would be growth where we now know there was decline . The turning point is even harder to call so we must be cautious.

Secondly, we were informed that this was an event comparable only with the great depression of 70 years ago, decline would be substantial and recovery slow and uncertain. But if we take the current forecast of an economic spring at face value we have a 'V' shaped event. Two months ago most economists would have derided anyone who suggested this shape. Just check out the media comment in April 2009.

More likely is a 'W' shaped event and the current optimism is a suckers rally, the initial period of growth that is followed by a further decline before sustainable growth is emerges. Even more likely is that the shape will be a square root sign with a horizontal period following the growth period. But who knows?

However I don't believe that any recovery of economic activity can be maintained until the banks re-enter the economy with force and, despite the strengthening of their balance sheets and the repayment of their emergency government funding, there is little sign of this.




16:07 GMT  |  Read comments(0)

23 April

National Debt

The UK government presented its budget yesterday and announced an unprecedented level of government borrowing.

The general response has been 'shock, horror'. From the opposing parties this is to be expected, it is, after all, their role to oppose and to take the contra position. But after regarding the oppositional rhetoric for the theatre it is one must ask what do people actually expect the government to have done?

This is a global recession triggered by inadequate supervision of the financial sector and imprudent risk management by the principal banks. Individual G20 governments could not have rendered their economies immune to the contagion or made effective preparation to mitigate its consequences significantly. Such is the nature of events of this type that they arise catastrophically rapidly and are rarely predicted as they are too extreme to be accommodated within the standard econometric models.

So the response of the UK government is not misdirected. The only questions are is it enough and is it timely? Of course all reaction takes place, by definition, later than critics prefer but , in this case, it is not grossly temporally discontected from the emergenceof the problem.

The magnitude of the response may prove to be insufficient, after all no one knows what sufficient is and governments tend to seek the minimum expediture. So there is some possibility that too little has been done globally and that, as a result, the G20 economies will endure a deeper and longer recession than might otherwise have prevailed. Governments, including the UK, will then be criticised for not having increased national debt further.

The conclusion in the midst of such uncertainty is that the UK government has done what it had to do and no alternative credible policy option has been proposed that would have entailed incurring a lower level of national debt to accomplish the same ends.


16:20 GMT  |  Read comments(0)