Opublikowane dzisiaj indeksy PMI w strefie euro i Polsce wskazują, że sytuacja gospodarcza pod koniec drugiego kwartału dalej się pogarszał, ale wolniej niż w poprzednich miesiącach.
PMI w przemyśle dla Polski wyniósł 49,3 (poniżej neutralnego poziomu
50), dla strefy euro 48,8, a dla Niemiec 48,6.Zamówienia eksportowe
pomogły w zakończeniu okresu recesji w przemyśle w Hiszpanii i
Włoszech.W tymi danymi kontrastuje niski PMI w chińskim przemyśle – 48,2
oraz znaczący spadek zamówień eksportowych.Dane o PMI są dostępne
tutaj.
Oczywiście niektórzy ekonomiści zobaczą w tych danych zapowiedź
ożywienia. Przypominam, że w czerwcu mieliśmy szczyt baniek
spekulacyjnych na rynkach, z których pod koniec czerwca wielki BeBe
spuścił nieco powietrza. Obecnie rynki finansowe weszły w nową fazę
destabilizacji, co już wkrótce zaszkodzi realnej gospodarce.
Dzisiaj w Rzeczpospolitej (dodatek Dobra firma, strona F4) jest mój
artykuł w którym postuluję, żeby zrównać prawa skarbówki dochodzenia
wierzytelności z prawem prywatnych wierzycieli i wyjaśniam dlaczego to
jest pożądane.
www.rybinski.eu
Krzysztof Rybiński
Economy of the XXI century - https://www.mpolska24.pl/blog/economy-of-the-xxi-century
Professor Krzysztof Rybinski holds MA in computer sciences, and Ph.D. in economics. He has an extensive professional background. He worked as software engineer in Tokyo, director of the Soros Foundation programs in CEE, a consultant to the World Bank. He was chief economist and managing director at commercial banks. In 2004, he was appointed the Deputy Governor of the National Bank of Poland by the President of Poland and performed this function for four years until 2008. He was in charge of research, foreign exchange reserves management, payment systems, cash circulation management, monetary statistics and international relations. Under his supervision National Bank of Poland changed its investment strategy which resulted in additional one billion dollars profit for Poland. In 2004-2005, he was member of the EU Economic and Financial Committee, and in 2007-2008 a member of the Polish Financial Services Authority. In 2007-2008 he served as a World Bank alternate governor for Poland. He was also member of the supervisory boards of several financial sector companies (2008-2009) and Partner in Ernst & Young Poland (2008-2010). Since 2010, he has been Professor and President of Vistula University in Warsaw, which offers education to students from more than 30 countries. In 2012 he launched the investment fund called EUROGEDDON, its investment strategy assumes deepening financial crisis in the Eurozone. The fund launch was covered by Financial Times and CNN International.
Krzysztof Rybinski was economic advisor to several Polish governments. In the last few years he was a coauthor of country higher education strategy, e-government strategy and intellectual capital strategy.
Krzysztof Rybinski is author of numerous refereed papers in economics and (co) author of several books. In March 2012 ranking he was ranked the fourth best Polish economist by number of scientific citations. In October 2012 he received the business award of most respected Polish economist. He has also contributed hundreds of articles on economics and financial markets to Polish newspapers. He published in The Wall Street Journal, Financial Times and The Economist. He was the first senior central banker in the world to have started a popular and often quoted by media economic blog www.rybinski.eu already in 2006.