Global Investing

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 ¬†Purchasing 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 Monday

March 12, 2012

China’s trade balance plunged $31.5 billion into the red in February as imports swamped exports. ¬†It followed reports on Friday that inflation cooled in February while retail sales and industrial output fell below forecast, all pointing to a gradual cooling.