TLR 188- Goldilocks has Left the Building

November 23, 2018
After weeks of quiet, thanks to the summer holidays and the Jewish holiday season running virtually back-to-back in August and September, Israel has reverted to intensive news generation. However, the striking thing about the developments over recent weeks is their content – what is in the headlines versus what is not, as well as what should be.

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TLR 187- All Change – Part 2

September 5, 2018
The previous issue presented an extensive discussion of the ‘challenges’ being encountered with regard to the appointment of the next Governor of the Bank of Israel — including a review of the legal and procedural requirements, why the process is again proving so difficult, as well as the ideological and policy implications involved in finding a ‘suitable’ candidate.

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GDP DATA: INITIAL ESTIMATES FOR NATIONAL ACCOUNTS FOR H1 and Q2 2018

August 19, 2018
Bottom line: The economy is continuing to grow rapidly, driven by domestic consumption. However, the data for both Q1 and Q2 were massively distorted by sharp swings in vehicle imports — which soared in Q1 but slumped in Q2. More important is the ongoing decline in investment in residential construction and in new plant and equipment, other than vehicles. Export growth was sluggish, while import growth was strong — the external sector continues to be a drag on growth.

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