I keep hearing a lot of chatter about how falling oil prices are a big boost to the US consumer currently. And you’d think they would be given the 20% [ … ]
Category: Chart Of The Day
(Just Charts)
THE RETURN OF FEAR….
Greed has quickly turned to fear as our manic friend, Mr. Market, resumes his generally bi-polar behavior. The note below is a fear barometer courtesy of CitiGroup (via Business [ … ]
THE LONG VIEW ON BOND YIELDS
Here’s some good perspective on the long-term trend in US government bond yields via Chart of the Day:
GOLDMAN’S CURRENT ACTIVITY INDICATOR: GROWTH CONTINUES
Goldman Sachs has developed an indicator that I’ve previously discussed here. It’s essentially an attempt to create a better real-time indication of global economic growth than the global PMI’s and [ … ]
ENERGY CONSUMPTION POINTS TO CONTINUED GROWTH DECLINE IN CHINA
The NEA released new data on Chinese energy consumption showing just 3.7% year over year growth. That’s 3.3% lower than the March reading. China Scope Financial has the details on [ … ]
A NOSEDIVE IN THE CESI
Citigroup’s Economic Surprise Index has been very highly correlated with equity vs bond returns over the last 5 years and recent trends point to a continued negative outlook for equities [ … ]
GOLD VERSUS BERKSHIRE – WHAT HAVE YOU DONE FOR ME LATELY?
The Warren Buffett comments have ruffled some feathers gauging from the comments here at the site. And not without good reason. Among many broad generalizations that Mr. Buffett makes, one [ … ]
THE EUROZONE DECOUPLING….
One of the more controversial ideas I wrote about last year was the decoupling of Europe and the USA. My thinking was that austerity was setting Europe apart from [ … ]
IN CASE YOU THOUGHT UNEMPLOYMENT WAS BAD IN THE USA….
Americans spend a lot of time talking about how weak the economy is here. And while things are certainly not booming, it’s all relative. This chart from Reuters will really [ … ]