Category Archives: Economics

Flash Eurozone Manufacturing PMI at 45.0, 35-month low

Posted on May 24, 2012 by macromon

Source:  Markit (click here if charts are not observable)

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China Flash PMI Deteriorates to 48.7, At Two-Month Low

Posted on May 23, 2012 by macromon

Markit reports, Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “Manufacturing activities softened again in May, reflecting the deteriorating export situation. This calls for more aggressive … Continue reading →

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Eurozone set for slow recovery

Posted on May 13, 2012 by macromon

(click here if video is not observable)

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U.S. Employment Situation – April 2012

Posted on May 4, 2012 by macromon

The weak jobs report has crushed equities this morning. Here’s the BLS take, Nonfarm payroll employment rose by 115,000 in April, and the unemployment rate was little changed at 8.1 percent, the U.S. Bureau of Labor Statistics reported today. Employment … Continue reading →

Posted in Economics, Employment | Tagged , , , | 1 Comment

Milken Institute: Niall Ferguson and Raghuram Rajan

Posted on May 3, 2012 by macromon

More good stuff from the Milken Institute Global Conference.  A panel discussion on the future of the global economy, which  includes one of our favorite economists and our favorite historian. The Future of Capitalism Monday, April 30, 2012 11:00 AM … Continue reading →

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Longs Send Out Mayday As ISM NMI Disappoints

Posted on May 3, 2012 by macromon

Noisy markets.  Noisy data. Buckle up for tomorrow’s big one. Today’s action was just the opposite of our May Day post when shorts got their manhood caught in a bear trap.   Though we believe markets are a little too … Continue reading →

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Shorts Send Out Mayday As ISM Surprises

Posted on May 1, 2012 by macromon

Wow! Check out the market reaction to the ISM this morning.  Many were caught off guard and even shorting just minutes before the number expecting a weaker print on the back of the weaker regional PMIs.   We were surprised, but, … Continue reading →

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Where are all the German shoppers?

Posted on April 30, 2012 by macromon

(click here if video is not observable)

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The Jobs Recovery By Industry

Posted on April 25, 2012 by macromon

Tonight we look at the jobs recovery by various industries. After 25 months of expansion in the U.S. labor market,  41 percent of the total amount of jobs lost during Great Recession have been recovered.  The private sector has created … Continue reading →

Posted in Economics, Employment | Tagged , , | 4 Comments

Charlie Rose: IMF Roundtable on the Global Economy

Posted on April 23, 2012 by macromon

Excellent roundtable on the global economy: The Global Economy with IMF Managing Director Christine Lagarde; Anders Borg, Minister for Finance in the Swedish government; Christina Romer, former Chair of the Council of Economic Advisers in the Obama administration; Duvvuri Subbarao, … Continue reading →

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