Publications by Cormac Harten

GVH EC - Week 2 January 23

13.01.2023

Last issue Included this week: Real House Price Index Q3 Unemployment Household Finances Industrial Production Employee Compensation Real HPI In the last issue we seen that comparable countries in the eurozone have been more responsive to the ECB hikes then Ireland, we assume we will see subsequent adverse effects in the housing market in thes...

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GVH - Wk 2 September 2022

18.09.2022

House Price Index setwd("/Users/charten/OneDrive - Glenveagh Properties/Research & Development/1. Analysis/") GEO_Merge <- readxl::read_xlsx(path="C:\\Users\\charten\\OneDrive - Glenveagh Properties\\Research & Development\\1. Analysis\\HPM04_GEO.xlsx",sheet = 1) shp <- sf::read_sf("Constituency_Boundaries_Ungeneralised___OSi_National_Electoral...

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Working Title - 2022.09 Nr 1

19.09.2022

Headline Roundup Russian dissent Lukoil chief, Ravil Maganov dies following “a severe illness”. - Reportedly severely falling from a window.. Not the first Ukraine war critic to meet an untimely end, but reports of dissent are growing. This is on the back of multiple generals being killed or sacked and the Ukraine retaking territory. Aljaze...

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GVH EC - Week 3 September

25.09.2022

Included: Retail vs benchmark rates for Ireland and selected Eurozone countries. An update on this series can be provided each month. Arrears and Non-performing loans. The data displayed here is the first stage of an analysis into mortgage arrears and restructurings. I am trying to understand the trends now in order to give context to the figure...

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GVH EC - Week 4 September

04.10.2022

Last week Included this week: Flash Estimate for the Harmonised Index of Consumer Prices (30th September) Estimated Inflation by Decile Hours Worked by Age Group Capital Goods & Industrial Price Index Value of Merchandise Trade (Exports & Imports) Budget 2023 The Budget package is €11 bn, consisting of a €6.9 bn in the main and a €4.1 bn...

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GVH EC - Week 1 October

07.10.2022

Last issue Included this week: Global Property Price Indices Oil Prices Unemployment & The Live Register Homebond Real Residential Property Index The Bank of International Settlements (BIS) - an intermediary for Central Banks, publishes house price indicies for countries and regions worldwide. The “Real” Property Price Index (RRPP), which I...

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FarmStats

08.10.2022

Land Utilisation My reading of this is that the average size of farms have increased with the smaller farms being consolidated or sold off. # Census Data for Land Utilisation AVA32 <- cso_get_data("AVA32") AVA32 <- AVA32 %>% pivot_longer(!1:3, names_to = "year") AVA32$value <- as.integer(AVA32$value) AVA32.N <- AVA32 %>% filter(Stati...

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Working Title - 2022.10 #1

12.10.2022

Headline Roundup Budget 2023 The Budget package is €11 bn, consisting of a €6.9 bn in the main and a €4.1 bn in once off measures Paschal Donohoe addressed the inflation outlook, the Governments view is: 2023: 7% 2022: 5.25% (Core) 2022: 4.50% (Core) The reliance on corporation tax receipts from a small number of was acknowledged. Debt...

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GVH - Wk 2 October 2022

14.10.2022

Last issue Included this week: CPI Household Finances House Prices: New vs Secondhand Inflation CPI See below, CPI is the top panel and percentage change year on year by Commodity Group makes up the panels. # Plot ## CPM01 CPM01_1.18_LABS <- CPM01_1.18 %>% filter(value > 2) Fig_ALL.18 <- CPM01_1.18 %>% ggplot(aes(x=Date,y=value,group...

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GVH - Wk 3 October 2022

21.10.2022

Last issue Included this week: Characteristics of Household Purchases: Movement between counties House Prices vs Central Bank Lending Requirements CSO vs ECB Loan Data Share of Variable Rate Loans Construction Materials Price Index Government Finance Trade The Central Bank of Ireland have “re-calibrated” mortgage lending rules. The Stateme...

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