Monthly Archives: April 2012

Good Perspective on China’s Dueling PMIs

Good stuff at European CNBC this morning.  The markets had their doubts on China’s conflicting PMIs early this morning, especially after the Eurozone PMI confirmed weakness.   Didn’t last long, however, after U.S. ISM manufacturing came in better than expected, … Continue reading

Posted in Black Swan Watch, China | Tagged , , , , , , , | 1 Comment

Eurozone manufacturing slump worsens in March – Markit

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Posted in Economics, Euro, Manufacturing, PMIs | Tagged | Leave a comment

Masters Week: What Drives the Prize Money?

It’s one of our favorite times of the year.  Masters Week! The first of golf’s four major tournaments will tee it up on Thursday in Augusta and we’ll be posting some  factoids, data, video and Masters trivia. We start with … Continue reading

Posted in General Interest, Sports | Tagged , , , , | 1 Comment

Week in Review

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Posted in Week in Review | Tagged , , , , , , , | 1 Comment

Greece’s Human Capital Flight

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Posted in Black Swan Watch, Employment, Euro, PIIGS, Policy, Sovereign Debt | Tagged , , , | 2 Comments

Global Trend Indicators

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Posted in Global Trend Indicators | Tagged , , , , , , , | 2 Comments

Stratfor: Mexico’s Presidential Election

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Posted in Geopolitical, Politics | Tagged , | Leave a comment

China’s Dueling PMIs: Official Expands, HSBC Contracts

The markets must make a choice on Monday as to what China Purchasing Managers’ Index — official or the HSBC — they want to focus on and believe. The official data released  today by National Bureau of Statistics shows the … Continue reading

Posted in Black Swan Watch, BRICs, China | Tagged , , , | 3 Comments