Showing posts with label Global economy. Show all posts
Showing posts with label Global economy. Show all posts
Thursday, May 13, 2021

13/5/21: BRIC Composite PMIs April 2021: Recovery Fragile, Inflation Heating Up

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April PMIs for BRIC economies show continued strengthening in the recovery in China and Russia, moderation in the recovery momentum in India...
Thursday, April 8, 2021

8/4/21: BRIC Composite PMIs 1Q 2021: A Mixed Bag for Recovery Votes

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  I covered BRIC Manufacturing PMIs for 1Q 2021 ( https://trueeconomics.blogspot.com/2021/04/5421-brics-manufacturing-pmis-1q-2021.html ) an...

8/4/21: BRIC Services PMI 1Q 2021: Slowing Growth Momentum

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 Earlier this week, I posted on the latest PMI reports for BRIC economies for Manufacturing sector ( https://trueeconomics.blogspot.com/2021...
Wednesday, August 12, 2020

12/8/20: Post-Covid Economy: The Winds of Change

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  Yesterday, I gave a talk about the state of the global, European and Irish economies at the Omnipro event in Dublin. Here are my slides f...
Wednesday, July 1, 2020

1/7/20: Manufacturing PMIs Q2 2020: BRIC

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BRIC economies reported their June manufacturing PMIs, so we can update Q2 2020 data. Here is the chart: Despite improving PMIs in al...
Saturday, June 27, 2020

26/6/20: Longer-Term Impact of COVID19 on Growth

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IMF published updated forecasts this week, and here the summary: IMF has stopped doing 5 year forecasts this April, due to uncerta...
Monday, June 1, 2020

1/6/20: 3 months of COVID19 impact: BRIC Manufacturing PMIs

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BRIC Manufacturing PMIs are out for May, showing some marginal improvements in the sector. However, of all four economies, China is the on...
Thursday, April 2, 2020

2/4/20: COVID19 in three charts

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#COVID2019 economy in three pics: U.S. unemployment claims, week 2 of filings: Irish unemployment claims, first month of filings: ...
Monday, March 9, 2020

9/3/20: Beware the Endlessly Inflating Global Debt Bubble

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My latest article for Manning Financial on the global debt overload is available here:  https://issuu.com/publicationire/docs/mf_spring_20...
Friday, January 10, 2020

10/1/20: U.S. Tariffs on European Wines: Inflicting Self-Harm

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Next week, the  Office of the US Trade Representative is expected to make a determination on the potential imposition of an up to 100% tar...
Tuesday, January 7, 2020

7/1/20: Tax cuts, trade and growth: The Trumponomics Effect

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My article on U.S. economy and the implied risks to investors for Manning Financial and Cathedral: https://cfc.ie/2019/12/10/tax-cuts-tra...

7/1/20: BRIC Composite PMIs 4Q 2019

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Composite Global economic activity, as measured by Composite PMI has slowed down markedly in 2019 compared to 2018. In 2018, ave...
Sunday, July 7, 2019

7/7/19: 2Q 2019 BRIC PMIs: The Bad, The Ugly, and The Uglier Still

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BRIC PMIs for June are out and with them we have 2Q 2019 figures. And the story they tell is two-fold: Fold 1: There is an ongoing Glob...
Thursday, April 4, 2019

4/4/19: BRIC Services PMIs for 1Q 2019: Converging to Global Growth Momentum

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Q1 2019 Services PMIs for BRIC economies came in signaling no change on 4Q 2018 and converging to the Global Services PMI reading. ...

4/4/19: BRIC Manufacturing PMIs for 1Q 2019: In Line With Global Growth Slowdown

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Q1 2019 Manufacturing PMIs for BRIC economies came in as effectively flat on 4Q 2018 and relatively in line with the collapsing ...

4/4/19: BRIC PMIs for March Show Improved Growth Conditions

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With March PMIs reported by Markit in, here are the monthly frequency trends for the BRIC economies activity, based on composite PMIs: ...
Monday, March 4, 2019

4/3/19: BRIC Manufacturing PMI: January-February Trend

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In January-February 2019, Global manufacturing PMI sunk to its lowest reading since 2Q 2016 averaging 50.7 over the first two months of th...
Thursday, January 17, 2019

17/1/19: 2019 Outlook

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My post on economic outlook for 2019 is now available from the Focus Economics : https://www.focus-economics.com/blog/constantin-gurdgiev-...
Friday, October 19, 2018

19/10/18: IMF's Woeful Record in Forecasting: Denying Secular Stagnation Hypothesis

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A recent MarketWatch post by Ashoka Mody, @AshokaMody, detailing the absurdities of the IMF growth forecasts is a great read (see  https:/...