Sunday, September 13, 2020

12/9/20: COVID19 Update: U.S. vs EU27

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After some pause, the latest update for the U.S. vs EU27 Covid19 pandemic comparatives:  In summary: the basket case of the U.S. is getting ...
Saturday, September 12, 2020

12/9/20: Deep Impact of COVID19 on economic sectors supply side

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  An interesting research from McKinsey on a range of COVID19 pandemic impacts across a broader range of industries -- from traditional to a...
Thursday, September 10, 2020

9/8/20: Ireland PMIs and Economic Activity Dynamics for August

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Ireland's PMIs are signalling a cautious recovery in the growth dynamics across three sectors, with growth still underperforming histori...

8/92020: BRIC: Composite economic activity indicators

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 Based on Markit's Composite PMIs, here are the BRIC economies composite economic activity indicators for 3Q 2020 to-date (July-August)....

8/9/20: BRIC: Services PMIs

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Services sector activity as reflected by PMIs from the BRIC economies is now available for August, so here are the top numbers:  In terms of...

8/9/20: BRIC: Manufacturing PMIs

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Updating BRIC Manufacturing PMIs - with some delay (sorry, start of the academic year):  These are quarter averages, with July-August for 20...
Sunday, August 30, 2020

30/8/20: COVID19 Update: U.S. vs EU27

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 Updating charts for COVID19 pandemic for EU27 and the U.S.: As per above two charts: Deaths per capita: the U.S. has overtaken the EU27 sin...

30/8/20: COVID19 Update: Worldwide Cases and Deaths

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  Updating charts for COVID19 worldwide data, with main comments in the charts: Global number of daily new cases was on an upward trend thro...
Wednesday, August 26, 2020

26/8/20: Germany's Exports Expectations: Some Bad News

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 ifo Institute's latest exports expectations for Germany are out and the data is quite interesting: Firstly, expectations moderated in A...

26/8/20: Q2 2020 Corporate Earnings and Revenues

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  Factset latest data on STOXX600 earnings for 2Q 2020 is dire:  In basic terms, earnings figures managed to beat estimates only because ana...
Tuesday, August 25, 2020

25/8/20: Irish Tourism & Travel Post-COVID

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My article for The Currency  this week covers the path for recovery in Ireland's (and global) travel & tourism sector:  https://www....

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...