Global Head of Economics/Chief Economist at Bloomberg LP. Former Deutsche Bank Economist. firstname.lastname@example.org *views are my own*
A look at Europe's PMI's before this mornings updates:
A look at current accounts for G7 and EM (since I made the chart)
@theanalyst_hk no will take a look. I was hoping this chart would be more interesting:
@theanalyst_hk Yeah, I just pulled up the chart
Chinese Daily Food Prices Accelerating Faster on Pork Prices (Again) *last chart wasn't working right*
Chinese Daily Food Prices Accelerating Faster on Pork Prices (Again)
Spanish 10Y auction allotments remain small with yields over 5.0%
Economic Concerns Stoke Brazilian Rate Cut Despite Rising Inflation
Global Equity Snapshot (better than expected economic data helps lift stocks)
Capital flow key for EM to benefit from conditional convergence, but too much causes asset bubbles:
not that the headline chart is any better:
@Nouriel Prior to August markets were probably a shock away from recession, & August delivered:
Global Equity Snapshot: Yesterday saw several 2+ standard deviation events to the upside with Greece leading at 7.
Even hedge funds are finding it difficult to deal with rising volatility: (new normal, big problem)
Since 2001 EM GDP Growth Has Outpaced G7 by an Average of 5.0%:
While rising domestic demand helps developing nations cope with lower G7 demand they are not immune to recessions:
Global Equity Snapshot (Bernanke optimism helps lift Asia, European strife should eventually reverse that...)
@ZipperTheory Chinese, Brazilian, & Australian PMI show a pretty strong correlation as expected...
Global Equity Snapshot (Weakness in Europe ahead of Bernanke)
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