Michael McDonough


Global Head of Economics/Chief Economist at Bloomberg LP. Former Deutsche Bank Economist. mmcdonough10@bloomberg.net *views are my own*

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A look at regional manufacturing indices in the U.S. ahead of ISM... (not pretty)

Global Equity Snapshot (Europe lamenting in PMI softness)

(busy but effective)

U.S. employment tax withholding showing signs of weakness. (That's bad for payrolls & it's a daily series):

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)

no will take a look. I was hoping this chart would be more interesting:

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:

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%: