Global Investing

from MacroScope:

Big five

April 6, 2009

Five things to think about this week:

-- IS RATE OF ECONOMIC CONTRACTION SLOWING?
Some economic reports have been pointing to a slowdown in the pace at which economic conditions are deteriorating -- eg U.S. home sales data; auto sales data; PMIs; UK lenders seeing improved credit availability in Q2, and PMI data. While job destruction is continuing apace, signs that inventories are being drawn down leave room for hope for those inclined to look for the silver lining, or even seek a bottom to the current downturn.

And the next Iceland is…

January 23, 2009

If there’s one thing you don’t want to be, it’s the next Iceland.

What a web we’ve woven

January 13, 2009

Thanks are due to the World Economic Forum for clearly  explaining the interlinked web of misery currently facing the world.  Make what you will of the details in the graphic below – and if you can, please do let us know! — but the overall impact really does spell it all out.

from MacroScope:

Falling out of the euro zone?

January 9, 2009

The periphery economies of the euro zone are suddenly in the spotlight.  Credit rating agency Standard & Poor's has cut its outlook on Ireland's sovereign debt to negative. It worries that fiscal measures to recapitalise banks and boost the economy might not improve competitiveness, diversity and growth -- all making it harder to manage debt.

Top Gun economics

December 8, 2008

It’s not often that economists turn their attention to military hardware, but Deutsche Bank has done just that in its latest world outlook. The subject is aircraft carriers and what it sees as the strange desire among a number of countries to build them.