Global Macro Perspectives
I’ve been quite busy on my day job in last weeks, so now when I finally have some spare time I will follow-up China macro data since the start of the year.
To sum up, Chinese authorities have started to loosen monetary policy after slowdown in manufacturing and slowdown of imports (especially imports of goods which are consumed in China).
The Economist: More damning data
The Reformed Broker: Today in Groupthink: Wall Street’s S&P 500 Estimates
FT Alphaville: Our multi-speed world…
Calculated Risk: NFIB: Small Business Optimism Index increases in December
The Big Picture: Nonfarm Payrolls: A Tale of Two Charts
FT BeyondBRICs: China trade: the bad news
FT BeyondBRICs: China’s Riviera?
The Big Picture: The Cotton Candy Rally
FT Alphaville: “It is a big number…”
FT BeyondBRIC’s: China PMI: beware the calendar effect
FT BeyondBRIC’s: Chart of the week: high-speed rail
The Slope Of Hope: A Major Lesson from Last Year
Streetwise Professor: Time to Short the Russian Market!
The Reformed Broker: The Red Giant (Five Reasons Facebook is Over)