Tag Archive: Mexico

Our March 2013 Analysis: “Volcker Moment Redux”: Upcoming Weakness of Emerging Markets

The 2010 QE2 is a reason why many emerging markets started to slow considerably in the course of 2012. We reckon that this weakness will continue. Bizarrely QE2 helped to reduce global imbalances.

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Global Purchasing Manager Indices

2013-04-11

by George Dorgan

2013-04-11

Manufacturing Purchasing Manager Indices (PMIs) are considered to be the leading and most important economic indicators. August 2013 Update Emerging markets: Years of strong increases in wages combined with tapering fears have taken its toll: Higher costs and lower investment capital available. EM Companies have issues in coping with developed economies. Some of them …

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Global Purchasing Manager Indices, Update January 25

2013-01-26

by George Dorgan

2013-01-26

Manufacturing PMIs are considered to be the leading and most important economic indicators. After a strong slowing in summer 2012 and the Fed’s QE3, this is the fourth month of improvements in global PMIs January 25th Expansion-contraction ratio: There are 15 countries that show values above 50 and 14 with values under 50. Positive-negative-change ratio: …

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Global Purchasing Manager Indices, Update December 17

2012-12-20

by George Dorgan

2012-12-20

Manufacturing PMIs are considered to be the leading and most important economic indicators. Since the Fed’s QE3, this is the third month of improvements in global PMIs after a strong slowing in summer 2012. January 25th Expansion-contraction ratio: There are as many countries that show values above 50 as under 50. Positive-negative-change ratio: 18 countries …

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The Upcoming Spanish Lost Decade(s)

2012-12-19

by George Dorgan

2012-12-19

To us, the big theatre surrounding Greece was just a preview of a much bigger crisis that will happen in the coming years in Spain, the upcoming Spanish lost decade(s). Greece was an absolutely desperate case; therefore, everything was quick. It took just two years till we arrived at the official sector participation and yearly German transfer …

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History: The Lost 1980s Decade in Latin America

Peripheral Europe is going to follow step and step the Mexican and the resulting Latin American debt crisis of the 1980s.

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Global Purchasing Manager Indices, Update December 10

2012-11-12

by George Dorgan

2012-11-12

Manufacturing PMIs are considered to be the most leading and important economic indicators. Jim O’Neill, Chairman of Goldman Sachs Asset Management, believes the PMI numbers are among the most reliable economic indicators in the world. BlackRock’s Russ Koesterich thinks it’s one of the most underrated indicators. Global Purchasing Manager Indices for the manufacturing industry December 3, 2012 …

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