Here’s an indicator I had never seen before. Reuters is highlighting the slow-down in Suez Canal traffic as a possible harbinger of stagnating global economic growth: “As this week’s Chart [ … ]
Category: Chart Of The Day
(Just Charts)
THE PAIN IN SPAIN…
Here’s a really incredible chart. Do you follow the Spanish stock market? Yes, me neither. So I was surprised to notice this incredible chart of the pain in Spanish [ … ]
THE CRATERING EARNINGS EXPECTATIONS….
The WSJ had a good piece today on the collapsing expectations for corporate earnings. They report: “Analysts have been lowering expectations for both first-quarter and full-year earnings. They now expect [ … ]
ECONOMIC SURPRISES AND MARKET PERFORMANCE
Here’s a very good chart from Reuters showing one of the dominant trends in the market performance of the last 5 years. It shows the 3 month moving average of [ … ]
SENTIMENT: BULLS ON THE RUN
Here’s the latest from Investor’s Intelligence on the 9 month high in the bull/bear spread: “After a second weekly gain just above 2% the bulls were 52.7%, from 50.5% a week ago. Their number [ … ]
CASE-SHILLER: HOME PRICE DECLINE CONTINUES UNABATED
A pick-up in this spring’s housing data doesn’t seem to be translating to much in terms of housing prices. Case Shiller reported another decline in housing prices through January as [ … ]
WHERE ARE CORPORATE PROFITS HEADED?
Yesterday’s post by James Montier did much of the heavy lifting on the corporate profit outlook, but I wanted to add a few details to the future outlook since I [ … ]
I GOT APPLE SO WRONG IT’S NOT EVEN FUNNY…
I guess there’s a reason why I do macro….For the last 6 weeks I’ve been watching Apple’s stock move higher literally every single day. The crazy thing is that 6 [ … ]
APPLE IS NOW BIGGER THAN THE ENTIRE U.S. RETAIL SECTOR….
File this one under the “check back in 10 years” folder. This is a stat that will blow your mind. Apple’s market cap is now bigger than the ENTIRE U.S. [ … ]