Showing posts with label growth. Show all posts
Showing posts with label growth. Show all posts
Tuesday, August 25, 2020

25/8/20: Germany's Economic Recovery: ifo Survey

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ifo Institute's latest economic barometer for Germany is showing continued signs of recovery in the German economy, with remaining press...
Monday, June 29, 2020

29/6/20: Eurocoin Growth Indicator June 2020

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Using the latest Eurocoin leading growth indicator for the Euro area, we can position the current COVID19 pandemic-related recession in hi...
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...
Tuesday, May 26, 2020

26/5/20: BRICS Growth Forecasts

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BRICS and other major emerging economies: growth impact of COVID19 Note: Arrows indicate the change in Bloomberg consensus forecasts...
Wednesday, May 6, 2020

6/5/20: Eurozone Composite PMI: Covid Horror Show

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Final Eurozone Composite Output Index came in at 13.6 (Flash: 13.5, against March Final: 29.7). March was bad. April is worse. Final Euroz...
Monday, March 23, 2020

23/3/20: Private Consumption Gets the Virus. Heads to an ICU...

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Via @bkollmeyer, Deutsche Bank's Research chart on discretionary spending across the global economy: I have no access to the prim...
Wednesday, October 16, 2019

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

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Euromoney analysis of Q3 2019 results for country risk surveys and risk outlook forward, with lots of comments from myself and others:  ht...
Friday, June 21, 2019

20/6/19: The 'Mental' Bits of Economic Fundamentals

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My article on the statistical mishaps in the U.S. and Irish economic data for the Manning Financial:  https://cfc.ie/2019/06/11/economic-o...
Wednesday, June 19, 2019

18/6/19: In May, 12 month forward probability of a U.S. recession has jumped up

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The NY Fed estimated risk of recession (12 months forward) has hit another business cycle high of 29.62% for May 2020, up from 27.49% for ...
Friday, January 4, 2019

3/1/19: Happy New 2019 or 2018 or 2008...

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Happy New Old Year 2019... oh, wait... As @lisaabramowicz1 notes: "The gap between 3-month T-bill and 10-year Treasury yields ha...
Thursday, June 21, 2018

21/6/18: Weaker growth signals for the euro area

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I have not updated Eurocoin dynamics and euro area growth forecasts for some time now, so here is the latests, from May data: Eurocoin,...
Saturday, December 31, 2016

30/12/16: In IMF's Forecasts, Happiness is Always Around the Corner

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Remember the promises of the imminent global growth recovery 'next year'? IMF, the leading light of exuberant growth expectations ...
Wednesday, July 29, 2015

29/7/15: Retail@Google: Key Trends on Consumer Demand

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Google folks made their Retail@Google event publicly available via videos. Worth listening through on key trends in consumer demand and re...
Monday, February 16, 2015

16/2/15: Current Account, Growth and 'Exports-led Recovery': 1999-2014

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There is one European economic policy/theory fetishism that stresses the importance of external balance in 'underpinning sustainable&#...
Wednesday, June 18, 2014

18/6/2014: IMF on Irish Economic Growth: Sunshine is Still Awaiting the Future

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Per IMF: "Growth is expected to firm to about 2.5  percent from 2015, with a gradual rotation to domestic demand despite little suppo...
Tuesday, June 17, 2014

17/6/2014: Some more troublesome facts about European Competitiveness rankings...

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Yesterday, I posted briefly on World Economic Forum Competitiveness Rankings for European Union. That post is available here . Since the...
Monday, December 23, 2013

23/12/2013: Long term growth in Advanced Economies and Ireland

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Long range growth figures are a fascinating source of insight into what is happening in the economies over decades. Here's the data on...
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Friday, November 22, 2013

22/11/2013: German GDP - no surprise to the downside

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German GDP figures out: Q2 2013 confirmed at +0.7% q/q, Q3 2013 final at 0.3% q/q. Year-on-Year Q3 2013 at +1.1%, exports up only +0.1% q/q...