from MacroScope:

Post-Lehman shadows creeping up on German economy again?

October 10, 2014

Germany's Minister of Finance Wolfgang Schauble speaks during a discussion during the World Bank/IMF annual meetings in Washington

The recent stretch of dire economic data from Germany is starting to bear an unfortunate resemblance to late 2008 – when Lehman Brothers collapsed and the world tipped into the worst recession since the Great Depression.

from Breakingviews:

Review: An American-Chinese morality tale

By Edward Hadas
July 4, 2014

By Edward Hadas

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from MacroScope:

Drop in German investor morale may have called the peak in growth

May 13, 2014

A BMW employee assembles a BMW motorcycle at the company's factory in BerlinEurope's growth engine may be on the verge of gearing down, according to an indicator of German investor morale that recorded its biggest drop in one and a half years on Tuesday.

from Breakingviews:

Review: Dissecting America’s manufacturing retreat

November 1, 2013

By Kevin Allison

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Global Investing:

The hit from China’s growth slowdown

October 11, 2013

China's slowing economy is raising concern about the potential spillovers beyond its shores, in particular the impact on other emerging markets. Because developing countries have over the past decade significantly boosted exports to China to offset slow growth in the West and Japan, these countries are unquestionably vulnerable to a Chinese slowdown. But how big will the hit be?

from MacroScope:

India is in a cloud of economic optimism but its industrial data are in a permanent fog

August 15, 2013

Optimism the Indian economy will soon recover, despite no sign that it is anywhere near doing so, has increasingly led forecasters to overestimate industrial production growth.

from MacroScope:

Brazilian industrial rebound: wishful thinking?

November 9, 2012

2012 has been a year to forget for Brazil's struggling industry – just like the year before. But a weekly central bank survey of around 90 financial institutions says that will all change next year and industry will grow at healthy 4 percent pace.

from Global Investing:

Three snapshots for Monday

May 14, 2012

The yield on 10-year  U.S. Treasuries, fell to their lowest levels since early October today, breaking decisively below 1.80 percent. That compares to the dividend yield on the S&P 500 of 2.28%.

from MacroScope:

Baltic shipping index getting drier

February 9, 2012

An obscure gauge of shipping costs rose to prominence in geeky macro circles during the financial crisis because its plunge provided a telling lead on the economic crash that unfolded in 2008 and 2009. Now, the Baltic Dry Index has again taken a nosedive, falling to its lowest level in more than two decades.

from MacroScope:

Industry bounce soothes but does not cure

August 16, 2011

Phew. Industrial production rose 0.9% in July, the fastest in seven months. For the moment, that appeared to forestall fears that another U.S. recession  might be imminent, even if stocks were down on worries about weak economic growth in Germany. Harm Bandholz at Unicredit saw the figures as a bright spot: