Also sprach Analyst

Investment Analysis, China Economy, Global Economy, Real Estate and Financials

World

Here is the collection of articles related to Global Economy

Global business confidence lowest since 2009
Economy, World. 13 November, 2012, 11:16 Global business confidence lowest since 2009
Despite improvement in the recent economic data around the world, global business confidence remains weak.
The Iranian hyperinflation
Economy, World. 4 October, 2012, 16:07 The Iranian hyperinflation
Iranian rial’s free fall is feeding into domestic prices.
The reason why Harry Potter universe is completely hidden
Economy, World. 3 October, 2012, 11:10 The reason why Harry Potter universe is completely hidden
What is the connection between inflation and prosecution of witches?
Rebalancing, sort of
Economy, World. 2 October, 2012, 13:12 Rebalancing, sort of
While trade surplus of China shrinks, trade deficits of the US shrinks as well.
Emerging market bubble is deflating
Economy, World. 1 October, 2012, 12:32 Emerging market bubble is deflating
Emerging market growth is probably unsustainable, and the bubble is deflating.
Addiction to central banks’ stimulus gets out of control
Economy, World. 30 September, 2012, 15:42 Addiction to central banks’ stimulus gets out of control
As if money printing solves every problem of the humanity.
10 observations around the global economy
Economy, World. 28 September, 2012, 19:19 10 observations around the global economy
Here are 10 observations around the global economy as the week ends.
Global trade growth collapses, sending unambiguous signal of economic slowdown
Economy, World. 25 September, 2012, 21:35 Global trade growth collapses, sending unambiguous signal of economic slowdown
Global trade growth has collapsed as the economy slows.
Policy: the biggest unknown to the global economy
Economy, World. 25 September, 2012, 14:21 Policy: the biggest unknown to the global economy
What governments around the world going to do with their economies is the biggest yet important unknown to the global economy.
Geopolitics and the Dollar
Economy, World. 25 September, 2012, 1:25 Geopolitics and the Dollar
A few considerations of geopolitical risks and the economic impact.
Inflation? Where? [Again]
Economy, World. 23 September, 2012, 22:14 Inflation? Where? [Again]
Inflationary pressure remains subdued.
Charting central banks’ balance sheets
Economy, World. 20 September, 2012, 12:38 Charting central banks’ balance sheets
Federal Reserve’s balance sheet turns out to be quite small relative to the US economy.
Bank of Japan expands asset purchases; Spain in focus tomorrow
Economy, World. 19 September, 2012, 18:30 Bank of Japan expands asset purchases; Spain in focus tomorrow
BOJ did not disappoint the market by expanding asset purchases. Spain will raise as much as €4.5bn tomorrow
Bob Janjuah is not impressed by OMT and QE-infinity
Economy, World. 18 September, 2012, 19:29 Bob Janjuah is not impressed by OMT and QE-infinity
Bob Janjuah sees fear in Fed’s and ECB’s actions.
Central banks’ balance sheet expansion
Economy, World. 18 September, 2012, 3:45 Central banks’ balance sheet expansion
PBOC expanded balance sheet much faster than the Fed in the previous many years.
Ray Dalio talks about deleveraging and a lot of other things
Economy, World. 13 September, 2012, 16:07 Ray Dalio talks about deleveraging and a lot of other things
Ray Dalio talks about global macro.
11 key things to watch out for in the global economy
Economy, World. 18 August, 2012, 1:02 11 key things to watch out for in the global economy
Here is a summary of the big picture views.
Chart: Inflation? Where? [Update]
Economy, World. 15 August, 2012, 21:05 Chart: Inflation? Where? [Update]
After peaking last year, inflation has trended lower and remains muted in major economies.
Japan’s debt ceiling
Economy, World. 14 August, 2012, 14:35 Japan’s debt ceiling
Will JGBs yields shoot up when domestic investors are unable to fully fund the deficit? Maybe, or will it?
Air cargo volume indicator points to weakening of industrial activities
Economy, World. 10 August, 2012, 1:53 Air cargo volume indicator points to weakening of industrial activities
Nomura’s air cargo volume indicator points to deterioration of global industrial activities, again.