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OECD leading indicators – it’s developed up and emerging down

The call from the crows nest is that the wet sails are working and the US economy is picking up some speed.  The latest OECD composite leading indicators confirm the trend: And even, the Euro area is...

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OECD leading indicators – global expansion crescendo

OECD released their leading indicators for March (here). The CLIs for Germany, Japan, and the United States continue pointing to robust expansion relative to trend. Signs of regained growth momentum...

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Less money, more money – QE3 in the headlights

The unwind of the carry trade has been in full swing for a couple of days now. It’s probably been accompanied by repatriation of capital by Japanese investment trusts and the like – time will tell....

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OECD leading indicators for February 2011

Quick update – it’s just charts – leave the tarot reading to y’all

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Leading indicators – global growth peaking mid-year?

OECD leading indicators were released Monday (here) and are signalling that global growth remains on the front foot – though it’s likely to be peaking by mid-year: In the US, growth was heading towards...

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Australian update – the consumer has left the building

The cascade of unruly data points must be beginning to worry those in charge with steering the Australian economy. Today’s releases – housing finance (here) and new motor vehicle sales (here) – both...

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OECD leading indicators point south

From the OECD’s latest release of their composite leading indicators: Composite leading indicators (CLIs)…point to a mild loss of growth momentum in most major economies for April 2011. A notable...

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Australia’s economy – what’s driving GDP?

A table in Philip Soos 57-page epic (via the Third Wave Group here) on the Australian housing market recently caught my eye. In this, Phillip is having a stab at estimating the likely impact of a...

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Global industrial production struggling

The OECD’s latest leading indicators present a sombre image of world growth – perhaps the best that can be said of them is that China looks to be shaking off the malaise that accompanied its recent...

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Wisdom of crowds – well at least 469 experts – on 2012 global risks

Welcome to 2012 – and to celebrate its arrival the World Economic Forum has published its annual risk report (here). The report presents the results of a survey where 469 experts ranked 50 risks to our...

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