For those out there who are getting overly excited over the S&P 500, this one’s for you. Less than 3% of the index is at a new 52-week high. https://twitter.com/DavidInglesTV/status/1025185689090981888 Wage growth has been slowing. Construction has been slowing. Jobs …
What do you think will happen with China in the short term and long term? Will the TRADE WAR have a major impact? China is a country known for accelerating growth and decades of booming times. Well, along with the …
via zerohedge: Many investors have said ‘it’s different this time’ about Tech stocks over the last few years, and so far they’ve been right – despite numerous warning signs of Tech, growth, and momentum being crowded, these stocks have continued to go …
by Lance Roberts Tomorrow, the US Department of Commerce will report its advance estimate of 2Q GDP which will be the long-awaited evidence that “Trumponomics” is working. The current estimates for the initial print run the gamut from 3.9% to over 5% annualized …
via RTRS Euro zone business growth slowed more than expected this month as fears over a trade war with the United States and a weaker global expansion put another dent in optimism, a survey showed on Tuesday. But growth remained …
via Daniel Lacalle Weakness in Copper persists, and it shows the risks to optimistic global growth and inflation expectations. But something else is happening in gold and copper apart from global slowdown and US dollar strength. THE CHINESE BUBBLE One of the ways …
by visualcapitalist Investing can be extremely psychologically demanding. Not only are you up against the world’s best investors, but you’re also up against yourself. It’s easy to get caught making irrational decisions based on your own personal blindspots or cognitive biases, …
https://www.cnbc.com/2018/05/23/uber-q1-financial-data-increased-sales-valuation-with-new-tender-offer.html This kind of growth is pretty much unprecedented at that scale of revenue. This is even more impressive when you consider that 2017 was a difficult year in terms of PR, and that they also gave up a lot …
via spglobal: Singapore — The pace of growth in China’s crude imports may slow in H2 as a cocktail of lower runs at independent refiners, potential delays in the start up of some refineries and higher inventories curb the appetite for cargoes …
by dying_to_be_vain As the Reuters’ headline says, Omnicom’s organic growth misses estimates as U.S. clients curb spending. Omnicom reported a 2 percent rise in organic revenue – a closely watched measure that excludes foreign exchange rate changes and mergers. Analysts, on …
via businesscycle: Stealth Slowdown Unfolding Wall Street is too optimistic on the economy, veteran forecaster warns from CNBC. As the chart shows, real personal income and consumer spending growth are both in cyclical downturns. Contrary to the notion of a “strengthening” economy, consumer spending …
by Harry Dent of Economy & Markets Many studies focus on whole states for GDP and job growth, but I prefer looking at the cities people actually live in, which can be quite different from other parts of states. That’s where it really …
by WARREN MOSLER Still looks to me like the rate increases have offered some support for the economy and also pushed cpi higher? Interest income channels? Forward pricing channels? 😉 Corporate debt growth decelerating;
via BBG Lakshman Achuthan, the co-founder of New York-based Economic Cycle Research Institute, talks about the trade spat between the U.S. and China, and the implications for the global economy. He speaks with Kathleen Hays and Haidi Lun on “Bloomberg …
via mishtalk: byMike Mish Shedlock 10 hrs–edited Alpine Macro put together an interesting set of charts with commentary. Let’s take a look. I am doing this in a guest post format, without blockquotes. You can download the entire article here as …
via Mike Bird and Riva Gold Even before a round of U.S. tariffs levied on China comes into force Friday, there are signs that global trade is already cooling. Business surveys published this week show that global export growth, strong in 2017, has slowed …
via ZeroHedge When discussing how the current market has changed in the past year, Morgan Stanley’s cross-asset strategist Andrew Sheets said yesterday that one of the things that stood out to him at recent meetings with clients and conferences is that “China …
by Martin Armstrong QUESTION: Regardless of all the hype about the euro, from my perspective, the economic growth was far better before the creation of the euro. It just seems as though any improvement is marginal at best. What does your …
via confoundedinterest: Affordable housing policy in the US is a mess. As I mentioned at the American Action Forum meeting on the future of the GSEs yesterday, the housing market today reminds me of the housing market from the 2000s … …
via STEPHEN LETTS China’s economy appears to have hit a significant speed hump, with a number of key indicators across the industrial, construction and retail sectors slowing to either multi-year, multi-decade or record lows. Key points: Urban infrastructure investment growth at the …
by COMPUTER1313 via Bloomberg: As suppliers struggle with bottlenecks, the food distribution company said it is having trouble keeping shelves stocked and paying higher transportation costs. “Higher demand is pressuring our supply chain,” Chief Executive Officer Steven Spinner said on a …
Americans increased their borrowing in April at the slowest pace in seven months, dragged by a big slowdown in the category that covers auto and student loans. Consumer debt rose $9.3 billion in April after a gain of $12.3 billion …
Deutsche Bank, Brazil, Turkey, EU Growth Slowing, EM dollar shortage, global Gov't Yields moving higher, trade wars, Fed balance sheet roll off, nearing end of the credit cycle, ect… Jesus help us all — Alastair (@StockBoardAsset) June 7, 2018 WOW …
Global growth now hamstrung by a moderate but unmistakable slowdown in economic momentum in Europe and elsewhere. https://twitter.com/WSJCentralBanks/status/1003671616197414912 Billionaire Investor Cooperman Says He Would Sell Stocks “I think that inflation and interest rates will catch up to the market as …
by Shaun Richards Some days quite a few of our themes come naturally together and this morning quite a few strands have been pulled together by the news from Nihon the land of the rising sun. Here is NHK News …
via foxnews: For the first time on record, the number of job openings in the United States exceeds the number of unemployed Americans — a trend that may soon give workers more leverage to demand pay raises. With employers struggling …
via Austrolib Summary The rate of increase of bank loans has slowed to a trickle since February 2016. When bank loans shrink, a recession often follows due to prolonged low monetary growth. With the 10Y-2Y yield spread falling back down to …
via WSJ: It is unusual for cities to opt for a direct tax on employment to fund housing or services, said Jared Walczak, an analyst at the Washington, D.C.-based Tax Foundation, a conservative-leaning research group that tracks U.S. tax policies. …
BY SRSROCCO The U.S. and global economies are choking on a massive amount of debt. While Wall Street and the Mainstream financial media continue to rationalize the skyrocketing debt as merely the cost of doing business, the disintegrating fundamentals point to …
