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Tag Archives: U.S.
Global PMI At Three-Year Low
Markit reported the JP Morgan Global Manufacturing PMI fell to 48.9, the fasted rate of contraction since May 2009. Led by weak growth in the U.S. rates of decline accelerated in China, Brazil, and Vietnam. Japan, Taiwan, and South Korea … Continue reading
Posted in Economics, PMIs
Tagged China, Eurozone, Global PMI, Japan, Korea, Taiwan, U.S.
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OECD leading indicators point to diverging economic activity
The OECD reported today, Composite leading indicators (CLIs), designed to anticipate turning points in economic activity relative to trend continue to point to divergence between economies. The CLIs for Japan, the United States and Russia continue to signal improvements in … Continue reading
Posted in Black Swan Watch, BRICs, China
Tagged Brazil, China, Europe, Leading indicators, OECD, U.S.
2 Comments
Shorts Send Out Mayday As ISM Surprises
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
Posted in Economics, Equities, Uncategorized
Tagged Brazil, Dollar Index, Hollande, ISM, May Day, PMI, S&P500, U.S.
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The Fiscal Health of Nations: General Govt Balance
The IMF is out with their Fiscal Monitor today. Great stats. Here is a comparison of the fiscal health of the world’s economies. Contrast Norway and Saudi (both oil exporters) with, say, the U.S. and Japan. Italy doesn’t look so … Continue reading
Posted in Black Swan Watch, Budget Deficit, Economics, Eurozone Sovereign Spreads, Fiscal Policy, Sovereign Debt, Sovereign Risk
Tagged Budget Deficits, Fiscal Monitor, Fiscal Policy, IMF, Italy, Japan, Norway, Saudi, U.S.
2 Comments
Nonlinear Thinking: Modern Manufacturing
A must view video of the Volkswagen ultra modern/high tech manufacturing plant in Dresden, Germany. We’re sensing the birth of a “manufacturing renaissance” in the U.S. and it may end up looking similar to this. Hat tip to … Continue reading
Posted in Nonlinear Thinking, Video
Tagged Germany, manufacturing, U.S., Volkswagen Dresden Plan
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Saudi stocks flop, gold rocks as US weighs action in Libya
Debka reports the U.S. naval and air fleet is repositioning around Libya for potential “hit-and-run” raids to cripple Qadaffi’s air capability. This isn’t new news, but we’re wondering out loud if the Saudis have been consulted and are on board. … Continue reading
Posted in Black Swan Watch, Commodities, Crude Oil, Geopolitical, Global Stock Performance, Gold, Politics
Tagged Geopolitical Risk, Gold, Libya, Oil, Saudi Arabia, Stocks, U.S.
1 Comment
Chinese Solar Spanked on US Trade Rep Announcement
Holders of Chinese solar stocks got a little taste of what a trade war could feel like. Trina Solar fell more than 9 percent as U.S. Trade Representative, Ron Kirk, announced his office has launched an investigation into the Chinese … Continue reading
Posted in Black Swan Watch, BRICs, China, Currency, Equities, Policy, Politics, Sovereign Risk
Tagged China, Currency War, Solar Stocks, Trade War, U.S., WTO
2 Comments
Global Macro Monitor 