Global Investing

Three snapshots for Friday

April 13, 2012

JPMorgan profit beats expectations:

In China the annual rate of GDP growth in the first quarter slowed to 8.1 percent from 8.9 percent in the previous three months, the National Bureau of Statistics said on Friday, below the 8.3 percent consensus forecast of economists polled by Reuters.

Three snapshots for Thursday

April 12, 2012

U.S. jobless claims unexpectedly rose last week to their highest level since January:

Three snapshots for Tuesday

April 10, 2012

Italy and Spain are back in focus as bond yields and spreads start rising again.

The latest Sentix euro zone investor sentiment index also seemed to confirm the feeling that crisis worries are back falling to -14.7 in April.

Three snapshots for Wednesday

April 4, 2012

Markets starting to worry about an end to QE/LTRO liquidity?

 

Forward looking PMI data is starting to show a divergence between the UK and the euro zone:

Three snapshots for Tuesday

April 3, 2012

A good sign for UK growth – activity in Britain’s construction sector unexpectedly accelerated in March, the Markit/CIPS ┬áPurchasing Managers’ Index rising to 56.7 from February’s 54.3.

Three snapshots for Monday

April 2, 2012

ISM report on U.S. manufacturing shows PMI at 53.4 in March against 52.4 in February:

Three snapshots for Friday

March 30, 2012

The correlation between individual country equity indices is rising again:

U.S. consumer spending jumps in February but income growth tepid.

Apple vs. RIM market value:

Three snapshots for Thursday

March 29, 2012

OECD growth forecasts released today show the euro zone countries lagging behind other G7 countries:

Three snapshots for Wednesday

March 28, 2012

Spanish stocks jump out as the only only major equity market to miss out on the strong first quarter:

Three snapshots for Friday

March 23, 2012

Yesterday’s much worse than expected PMI data from the euro zone has pushed the Citigroup economic surprise index for the region below zero.