It’s way too early to pop the champagne here, but the latest PMI’s from the big three regions (China, USA and Europe) all showed signs of improvement. The recession story [ … ]
Category: Chart Of The Day
(Just Charts)
BRIC PMI’S POINT TO GLOBAL ECONOMIC STABILIZATION
Here is some good global macro news to start the year as global PMIs are reported. The BRIC nations (Brazil, Russia, India and China) posted stronger than expected data with [ … ]
WILL THE SHORTER BUSINESS CYCLE LEAD TO RECESSION IN 2012?
History may not be on the side of those calling for recession currently. According to recent data from Deutsche Bank the current expansion is still on the shorter end of [ … ]
IS THE LABOR MARKET GAINING SOME TRACTION?
There have been some positive signs in the labor market in recent weeks despite persistent fears over imminent recession and global economic slow-down. While it would certainly be a stretch [ … ]
WE’RE ALL MASOCHISTS NOW!
Here’s an amazing statistic on the balance sheet recession in Europe via Neil Hume at FT Alphaville. Not even in Japan did the economy stagnate like it is in Europe. [ … ]
SOME RELIEF IN FOOD PRICES – FINALLY
The slowing global economy is even having its effect on the relentless bull market in food prices. According to the latest FAO food price index prices are now 10% off [ … ]
SENTIMENT IN EUROPE CRATERS
The Euro crisis is taking a toll on sentiment throughout the region. Long-term sentiment indicators have cratered in recent months. According to Kelpie Capital and the Montanaro Indicator for European [ … ]
CREDIT SUISSE: FALLING FOOD PRICES WILL LEAD TO EMERGING MARKET OUTPERFORMANCE
Pretty interesting correlation here uncovered by analysts at Credit Suisse. They cite the correlation between food prices and emerging market equities. Falling food prices have tended to precede emerging market [ … ]
EUROZONE DEBT REDEMPTIONS WILL FORCE THE EMU TO ACT IN Q1 2012
It’s still uncertain if this week’s summit will finally resolve the Eurozone sovereign debt crisis, but early reports certainly leave some doubts. If it should turn out that EMU leaders [ … ]