Category Archives: Economics

Surprising Global Demographic Trends

Posted on November 3, 2011 by macromon

Digging through some old IMF publications last night we came across this little nugget of data on global demographic trends that really caught us by surprise.   When most think about Asia x/Japan they picture a young dynamic growing population ready … Continue reading →

Posted in China, Demographics, Economics, General Interest, Japan | Tagged , , , | 1 Comment

Eurozone Manufacturing Continues to Slide

Posted on November 2, 2011 by macromon

In case you missed this yesterday. (click here if chart is not observable)

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

Fareed: Niall Ferguson and Jeff Sachs Square Off on OWS

Posted on November 1, 2011 by macromon

Nice rumble between Sachs and Ferguson.  Well worth your time. (click here if video is not observable)

Posted in Black Swan Watch, Economics, Employment, Geopolitical, Policy, Politics, Video, Whales | Tagged , , , | 2 Comments

One Factor Behind the High U.S. Unemployment Rate

Posted on November 1, 2011 by macromon

The following chart is the most recent sixty-five-nation Program for International Student Assessment (PISA), which shows the United States came in 15th in reading, 23rd in math and 31st in science.  This is one of the factors driving the high … Continue reading →

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

China’s official PMI records lowest reading since February 2009

Posted on October 31, 2011 by macromon

CNBC reports, China’s big factories ran at their slowest pace in almost three years in October as new orders and exports slowed, but smaller firms are showing signs of a fight back against a deteriorating global backdrop, purchasing managers indexes … Continue reading →

Posted in China, Economics | Tagged , | Leave a comment

Charile Rose: The Economist on EU Debt Deal

Posted on October 31, 2011 by macromon

Excellent Charlie Rose roundtable on the global economy with Zanny Minton Beddoes, Editor, The Economist, Greg Ip US Economics Editor The Economist and John Micklethwait Editor-in-Chief The Economist.  This is a must see for any interested in the recent EU … Continue reading →

Posted in Black Swan Watch, Economics, Euro, PIIGS, Politics, Sovereign Debt, Sovereign Risk | Tagged , , , , , , | Leave a comment

Greece Private Bondholders to Reduce Claims by 50%

Posted on October 26, 2011 by macromon

The FT reports, European leaders reached a deal with Greek debtholders on Thursday morning that would see private investors take a 50 per cent cut in the face value of their bonds, a deep haircut that officials believe will reduce … Continue reading →

Posted in Black Swan Watch, Economics, Equities, Euro | Tagged , | Leave a comment

The Creeping and Coming Eurozone Credit Crunch

Posted on October 26, 2011 by macromon

Here’s a very informative chart via Morgan Stanley showing the deterioration in the Eurozone’s key credit indicators.  Banks will no doubt sell assets, at least in part, as a way to meet their required capital targets. During the 1997 Asian … Continue reading →

Posted in Black Swan Watch, Credit, Economics, Euro, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

Ray Dalio’s Must Read FT Opinion Piece

Posted on October 24, 2011 by macromon

After last week’s  excellent interview with Charlie Rose,  Ray Dalio of Bridgewater,  the world’s largest hedge fund, follows up with a great piece in today’s Financial Times, “Risk on the rise as political leaders give in to mob rule.” He … Continue reading →

Posted in Black Swan Watch, Economics, Politics, Whales | Tagged , , | 1 Comment

Flash Eurozone PMI Lowest Since July 2009

Posted on October 24, 2011 by macromon

                      (click here if charts are not observable)

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