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[Premium] Daily Commentary: On The Global Growth Slowdown

Edward Harrison — Thu, 22 Mar 2012 17:39:59 +0000

This daily commentary is a bronze level post. Today, my comments go to warning signs in the economic data about the global economy slowing down. Lots of links on this topic as well

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G20: Little Scope for New Initiatives

Marc Chandler — Fri, 24 Feb 2012 19:00:00 +0000

The G20 will meet in Mexico this weekend. There seems to be three key issues: IMF funding, replacement for Zoellick, who will step down as head of the World Bank, and the oil shock. It is unlikely that any of these issues are resolved at this G20 meeting. However, important groundwork could be laid for future decisions

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2012: The Year We All Learn To Live Dangerously

Edward Hugh — Fri, 24 Feb 2012 11:00:00 +0000

Thus the road ahead looks clear, if somewhat flat. The Euro Area’s two largest economies look set to escape “the worst of the worst”, but remain dependent on factors outside their control, in the US, in China, and in the Emerging Market world as a whole, all of whom could in their turn be badly affected by the impact on risk sentiment of any unfortunate “accident” in the Eurozone itself. Most of these issues are unlikely to go away any time in the foreseeable future, which is why I think 2012 will be marked as the year we learnt to live with the world we have, and stop dreaming about another one, which has long since ceased to exist

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Global Manufacturing Steadies as She Goes, or Does She?

Edward Hugh — Mon, 06 Feb 2012 21:00:02 +0000

The year got off on a much better foot than might have been expected, at least as far as global manufacturing is concerned. So the fall in global manufacturing has flattened out, even though the bounce back has more of a dead cat look about it than anything else. As usual in recent months the report was very much a mixed bag

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Economics in the Age of Deleveraging

Steve Keen — Wed, 01 Feb 2012 16:00:05 +0000

Clearly, economic policy is now far more complex than it appeared to be before the GFC. As we enter this Age of Deleveraging, the worst thing we can do is apply policies that appeared to work during the preceding Age of Leverage—but were in fact predicated on ever-rising private sector indebtedness. Politicians should be sceptical of conventional economic advice at this time; it would be much wiser to study the history of the 1930s instead

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All S&P sovereign credit ratings in order from Australia to Greece for January 2012

Edward Harrison — Fri, 13 Jan 2012 22:30:20 +0000

In the wake of today's extraordinary credit ratings action for the euro zone by Standard and Poor's, below are the rating agency's sovereign credit ratings

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All S&P sovereign credit ratings in order from Australia to Greece for January 2012 originally appeared on Credit Writedowns

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Roach Sees ‘Relatively Contained’ Recession in Europe

Edward Harrison — Fri, 13 Jan 2012 03:00:14 +0000

Stephen Roach told Bloomberg television earlier today that he does not expect the recession in Europe to be severe. Therefore, he believes the impact on other economies, particularly in Asia that depends on Europe for external demand for exports, will be limited. Video below

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Where are the safe havens?

Edward Harrison — Wed, 11 Jan 2012 22:00:54 +0000

My latest post at Credit Writedowns Pro on protecting wealth in a world of recurring crisis is now up. I outlined eight principal investing risks that I see for for 2012 and strategies to avoid those risks. At the same time, the thought you should have in the back of your head is that these are just the known unknowns. But that there are unknown unknowns which create so-called Knightean Uncertainty and make this a dangerous investing climate

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Chart of the Day: International Manufacturing Compensation Costs Compared

Global Macro Monitor — Fri, 23 Dec 2011 16:30:36 +0000

Great data from the BLS comparing hourly compensation for manufacturing. The second chart looks at the benefits component of the hourly cost

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The World’s 29 Too Big To Fail Banks

Edward Harrison — Tue, 08 Nov 2011 19:00:14 +0000

Here is the list of so-called global systemically important financial institutions by country. Who’s missing in your view

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