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

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

›
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

›
  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

›
 Earlier this week, I posted on the latest PMI reports for BRIC economies for Manufacturing sector ( https://trueeconomics.blogspot.com/2021...
Thursday, May 7, 2020

7/5/20: BRIC Composite PMIs: Global Economy in a Free Fall

›
With Russia and China data finally in, here are the full updated BRIC PMIs for April (note: manufacturing has been covered in more details...
Wednesday, May 6, 2020

6/5/20: The Glut of Oil: Strategic Reserves

›
The Giant Glut of Oil continues (see my analysis of oil markets fundamentals here:  https://trueeconomics.blogspot.com/2020/04/23420-what-...

6/5/20: 1Q 2020 US GDP:

›
From Factset: "The decrease in first-quarter real GDP was largely driven by the 7.6% decline in consumer spending, which subtracted 5...
Thursday, April 23, 2020

23/4/20: What Oil Price Dynamics Signal About Future Growth

›
My column at The Currency  this week covers the fundamentals of oil prices and what these tell us about the markets expectations for econo...
Thursday, April 2, 2020

2/4/20: COVID19 in three charts

›
#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: BRIC PMIs 1Q 2020: The Test of Covid2019

›
BRIC PMIs for February 2020 are out and showing massive strains of #COVID2019 on Chinese economy and the twin supply and demand shocks imp...
Tuesday, January 7, 2020

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

›
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...
Wednesday, October 16, 2019

16/10/19: Euromoney Risk Survey Q3 2019 Results

›
Euromoney analysis of Q3 2019 results for country risk surveys and risk outlook forward, with lots of comments from myself and others:  ht...

16/10/19: Ireland and the Global Trade Wars

›
My first column for The Currency  covering "Ireland, global trade wars and economic growth: Why Ireland’s economic future needs to be...
Sunday, July 7, 2019

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

›
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...
Tuesday, May 14, 2019

14/5/19: Monetary Policy at the edge of QE

›
My new column for the Cayman Financial Review  on the current twists in global Monetary Policies is now available on line:  https://www.ca...

14/5/19: Trump's Trade Wars and Global Growth Slowdown Put Pressure on Corporate Earnings

›
The combined impacts of rising dollar strength, reduced growth momentum in the global economy and President Trump's trade wars are dri...
Friday, May 3, 2019

3/5/19: Global and BRIC Manufacturing PMIs signal ongoing growth declines

›
The latest data, released this week by Markit under their PMI headings, shows that manufacturing sector global slowdown has entered into i...
Saturday, April 6, 2019

6/4/19: BRIC Services Lead, Manufacturing Lag Global Growth Momentum

›
I have blogged recently on BRIC and global PMIs for manufacturing and services , covering the data for 1Q 2019, as well as monthly PMIs f...
Thursday, April 4, 2019

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

›
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

›
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

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