Showing posts with label economic slowdown. Show all posts
Showing posts with label economic slowdown. Show all posts
Saturday, May 16, 2015

Latest economic trends: U.S., Eurozone, China

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This was recently presented to a major wealth management group in New York City. Presentation _______________________________________...
Sunday, May 3, 2015

By insisting on a rate hike the Fed has "imported" some of the global slowdown

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Economic data out of the United States remains lackluster. We now see more evidence that a strong dollar can be quite damaging to US growt...
Monday, September 22, 2014

Time for a contrarian view: Eurozone's economy is turning the corner

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The take-up of the ECB's TLTRO program announced back in June was materially lower than expected. About €83bn worth of cheap long-date...
Sunday, September 1, 2013

4 economic indicators signal that US growth is off to a weak start for the quarter

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Those hoping for the US economy to accelerate in the second half - and many economists made that call early in the year - will be disappoi...
Wednesday, August 7, 2013

Major economies out of sync

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Investment advisors pitching actively managed accounts, funds, and other products will often draw a sine wave to represent the global econ...
Wednesday, July 3, 2013

This 4th of July let's celebrate all the economic improvements in the US

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As we approach the 4th of July weekend, there are plenty of reasons to celebrate all the economic improvements we've witnessed in the ...
Wednesday, October 31, 2012

Spooky Halloween surprise from Goldman

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The Goldman Sachs Analyst Index (GSAI) hit a new post-recession low this month. The index is a composite of corporate outlook by industr...
Monday, July 16, 2012

The 5yr treasury yield hits a record low

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The recent compression in US treasury yields has been nothing short of extraordinary. Driven by the full realization that we are in a  glo...
Thursday, July 5, 2012

Recent US government spending cuts dampened recovery - further "austerity" may risk recession

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In this week's economic report, the IMF described the US recovery as tepid and highly vulnerable to global shocks. This is nothing par...
Thursday, June 21, 2012

Summer of 2011 redux?

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The Citi Economic Surprise Index continues its relentless slide . The US PMI (52.9 vs. 53.3 expected), the Philadelphia Fed Diffusion Inde...
Monday, March 26, 2012

The Economic Surprise Index is now trending down

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Notice how the US economic data coming out lately has been quite mediocre relative to expectations? For example, today's pending home ...
Tuesday, January 31, 2012

Instead of Baltic Dry, watch iron ore prices

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The Baltic Dry Index, which measures dry bulk cargo shipping costs, has been dropping to levels not seen since 2008. This has generated ...
Sunday, December 4, 2011

China admits its growth problem sparking social unrest

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The economic statistics from China may not be always reliable, but the trend has been unmistakable. The economic growth is not what it us...
Saturday, December 3, 2011

Italy's rapidly shrinking money supply is a sign of impending recession

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The money supply statistics for Italy continues to be alarming. Ambrose Evans-Pritchard, who often writes on the issue for the Telegraph ...
Sunday, November 27, 2011

China comes face-to-face with economic slowdown

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Economists have long been downplaying the impact of the crisis in Europe on China's growth, but realities on the ground are hard to ...