IMF Cuts Global Growth Outlook to Lowest Since Crisis… Job Openings Hit 11-Month Low April 10, 2019 2:56 pmApril 9, 2019 3:28 pm
Largest monthly inflow to S&P 500 growth ETF ever! VIX short positioning by speculators is more extreme than it was just prior to the market selloff in Q4 2018. April 2, 2019 11:23 am
Let’s put together the meaning of softer US growth in Q4 2018 & abysmal trade/IP data in Asia in Q1 2019 & implications. March 29, 2019 11:17 am
Low Interest Rates Might Be What’s Hurting Growth: Cheap credit does a poor job of weeding out zombie companies that compete for scarce resources. March 25, 2019 11:38 pm
Global stocks open week lower this morning as global growth fears grip markets March 25, 2019 8:18 am
Global macro data may bounce in the next month, but the long term trend of low growth and disinflation prevails. … And central planners will not change it…. Bloomberg: The Fed’s Failures Are Mounting March 13, 2019 5:12 pmMarch 13, 2019 4:15 pm
Accounting “forensics” show that Chinese GDP growth from 2008-2016 is 1.7pp lower and investment and savings rate in 2016 is 7pp than what was officially reported. March 9, 2019 9:55 amMarch 8, 2019 11:36 am
HUGE! Canadian Economy Halts – GDP Growth Drops to 0.1 Percent – Trump closed NAFTA loophole March 3, 2019 6:40 pm
