Could Non-Performing Loans Be The Next Trigger?
ValueWalk - Seeking Alpha - Mon Mar 16, 4:55PM CDT
By Roger Thomas In the financial world, debt is king. And, with an ever increasing financialization of many aspects of our lives, debt is becoming more, not less, important. The increasing importance of debt, of course, makes it a connecting...
VT: 62.94 (+0.86), ADRU: 23.48 (+0.56), ACWI: 61.12 (+0.90), VGK: 55.87 (+1.41), FEZ: 39.29 (+1.10), DBEU: 29.69 (+0.31), FEEU: 115.60 (+6.09), EURL: 34.21 (+2.36), GREK: 10.75 (+0.59), FIEU: 119.23 (+5.93), EZU: 39.08 (+1.08), FEP: 31.62 (+0.65), FEUZ: 32.88 (+0.78), FIGY: 122.81 (+3.69), IEUR: 46.52 (+1.12), UPV: 48.39 (+2.14), FEU: 36.03 (+0.69), HEDJ: 66.87 (+0.74), EPV: 54.01 (-2.86), SBEU: 25.31 (-0.10), RGRO: 50.72 (+0.78), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), IEV: 45.29 (+1.11), RWV: 50.94 (unch), DBEZ: 29.79 (+0.37), ESTX: 47.80 (+1.54), HEZU: 29.31 (+0.39), IEIL: 24.48 (+0.48)
Nowcasting Global GDP Growth
Econbrowser - Seeking Alpha - Thu Mar 12, 6:45AM CDT
Editor's note: This article was originally published on March 11, 2015 by Menzie Chinn here . Today, we are fortunate to present a guest contribution written by Laurent Ferrara (Banque de France, Head of the International Macro Division) and ...
VT: 62.94 (+0.86), RGRO: 50.72 (+0.78), ACWI: 61.12 (+0.90), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), FIGY: 122.81 (+3.69), IEIL: 24.48 (+0.48)
The Global Instability Premium
CFA Institute Contributors - Seeking Alpha - Wed Mar 11, 5:08PM CDT
By Eric Petroff, CFA, FRM, CAIA The global instability premium is not a term you're likely to find in any textbook, but it should be - because political and social instability can slow GDP growth rates, and wars can destroy economies, even...
VT: 62.94 (+0.86), RGRO: 50.72 (+0.78), ACWI: 61.12 (+0.90), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), FIGY: 122.81 (+3.69), IEIL: 24.48 (+0.48)
U.S. Expansion Leads Global Growth To 5-Month High In February
Markit - Seeking Alpha - Thu Mar 05, 6:50AM CST
Global economic growth picked up momentum for a second month running in February, reaching the fastest since September according to PMI survey data. Growth picked up in the eurozone, China, India and Brazil, but the best performances were again seen...
VT: 62.94 (+0.86), RGRO: 50.72 (+0.78), ACWI: 61.12 (+0.90), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), FIGY: 122.81 (+3.69), IEIL: 24.48 (+0.48)
Global Factory Activity Growth Hits 4-Month High
Markit - Seeking Alpha - Wed Mar 04, 4:24AM CST
Activity in the world's factories picked up in February, growing at the fastest rate since last October. The J.P.Morgan Manufacturing PMI, compiled by Markit from its business surveys, rose further from December's 16-month low, up for a second...
VT: 62.94 (+0.86), RGRO: 50.72 (+0.78), ACWI: 61.12 (+0.90), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), FIGY: 122.81 (+3.69), IEIL: 24.48 (+0.48)
The History Of The Global Equity Portfolio
Cullen Roche - Seeking Alpha - Thu Feb 19, 5:02AM CST
One of the nice things about thinking of the world in macro terms is that you are less inclined to fall victim to a fallacy of composition. That is, in the financial world we tend not to think in terms of aggregates so we often extrapolate personal...
VT: 62.94 (+0.86), RGRO: 50.72 (+0.78), ACWI: 61.12 (+0.90), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), FIGY: 122.81 (+3.69), IEIL: 24.48 (+0.48)
Global Sector PMI Highlights Broad-Based Fall In Prices In January
Markit - at Seeking Alpha - Sun Feb 08, 5:03AM CST
The first batch of global sector PMI™ data from Markit for 2015 saw a number of sectors register falling input prices, most notably chemicals. The beverages sector registered the strongest increase in output, but banking activity declined for...
VT: 62.94 (+0.86), RGRO: 50.72 (+0.78), ACWI: 61.12 (+0.90), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), FIGY: 122.81 (+3.69), IEIL: 24.48 (+0.48)
Time To Act On The G-20 Agenda: The Global Economy Will Thank You
iMFdirect - Seeking Alpha - Fri Feb 06, 6:54AM CST
By Christine Lagarde, Managing Director of the International Monetary Fund Implementation, investment, and inclusiveness: these three policy goals will dominate the G-20 agenda this year, including the first meeting of finance ministers and...
VT: 62.94 (+0.86), RGRO: 50.72 (+0.78), ACWI: 61.12 (+0.90), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), GRN: 8.43 (+0.20), FIGY: 122.81 (+3.69), IEIL: 24.48 (+0.48)
RevenueShares rolls out a global growth fund
Seeking Alpha - at Seeking Alpha - Wed Feb 04, 11:34AM CST
VT: 62.94 (+0.86), ACWI: 61.12 (+0.90), RGRO: 50.72 (+0.78), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), FIGY: 122.81 (+3.69), IEIL: 24.48 (+0.48)
Global PMI Surveys Signal Lacklustre Start To The Year For Manufacturing
Markit - Seeking Alpha - Wed Feb 04, 7:30AM CST
The world's factories reported a slight upturn in growth of business activity in January, but the pace of expansion remained one of the weakest seen over the past year-and-a-half. Sluggish start to the year The JPMorgan Manufacturing PMI,...
VT: 62.94 (+0.86), ACWI: 61.12 (+0.90), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), FIGY: 122.81 (+3.69), IEIL: 24.48 (+0.48)
World Trade Growth: Now A 'Scariest Chart' Candidate
Constantin Gurdgiev - Seeking Alpha - Mon Feb 02, 1:17AM CST
The scary chart of the month: post-Great Recession, World Trade volumes are growing at the slowest average pace in 35 years (even if we are to 1) exclude recession effects, and 2) accept IMF's rosy projection for 2015 and ignore latest Baltic Dry...
VT: 62.94 (+0.86), ACWI: 61.12 (+0.90), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), FIGY: 122.81 (+3.69), IEIL: 24.48 (+0.48)
Tracking Ken Fisher's Fisher Asset Management Portfolio - Q4 2014 Update
John Vincent - at Seeking Alpha - Sat Jan 31, 9:54AM CST
UTX: 119.46 (+0.08), FBGX: 126.35 (+1.91), SCPB: 30.66 (+0.05), INTC: 31.31 (+0.57), GOOG: 560.36 (+2.37), SLB: 82.37 (+1.36), JPM: 61.75 (+0.55), HDB: 60.40 (-0.37), MBB: 110.13 (+0.05), LYG: 4.85 (+0.14), MSFT: 42.88 (+0.60), CSCO: 28.44 (+0.18), BCS: 15.32 (+0.35), PFE: 34.25 (+0.10), WFC: 56.01 (+0.50), GSK: 48.81 (+0.60), NVO: 49.53 (+1.33), MRK: 58.58 (+0.37), CVX: 107.03 (+2.28), BRK.B: 145.53 (+0.65), NVS: 101.68 (+1.81), GE: 25.40 (+0.07), C: 52.98 (+0.60), XOM: 84.54 (+0.13), TM: 143.09 (+2.99), FIGY: 122.81 (+3.69), PEP: 95.34 (+1.24), JNJ: 102.40 (+0.71), AAWW: 47.17 (+0.24), V: 67.41 (+0.60), SAP: 72.76 (+2.45), QCOM: 70.04 (+0.21), GOOGL: 564.95 (+1.28), SNY: 50.64 (+1.17), AAPL: 125.90 (-1.60), KO: 40.65 (+0.63), AMZN: 378.49 (+5.25), HD: 117.49 (+2.33), AXP: 82.70 (+1.16), FEEU: 115.60 (+6.09), CS: 26.47 (+1.17), DIS: 108.43 (+1.06), HSBC: 43.56 (+0.99), TSM: 24.77 (+0.11), BAC: 15.84 (+0.23), ORCL: 44.41 (+0.25), HPY: 50.09 (+0.80), LQD: 121.49 (+0.34), RY: 60.76 (+1.48), PG: 84.74 (+1.36), CMCSA: 59.45 (+0.71), FLGE: 126.24 (+1.96)
It's Always Darkest Before The Dawn - Significant Market Bottom Likely In The Spring
Chris Puplava - Seeking Alpha - Sat Jan 31, 8:59AM CST
"I skate to where the puck is going to be, not where it has been." -Wayne Gretzky In my last article I highlighted that investors should be on high alert for a market decline as we are seeing building financial stress across the globe....
VT: 62.94 (+0.86), ACWI: 61.12 (+0.90), SPY: 210.41 (+0.91), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), DIA: 180.96 (+1.30), FIGY: 122.81 (+3.69), IEIL: 24.48 (+0.48)
Flash PMI Surveys Paint Downbeat Picture Of Global Manufacturing
Markit - Seeking Alpha - Wed Jan 28, 7:00AM CST
Markit's flash manufacturing PMI data for January revealed the first insight into global economic trends at the start of the year, and provided little cause for celebration. Alongside recent falls in inflation rates globally, the downbeat picture of...
VT: 62.94 (+0.86), ACWI: 61.12 (+0.90), SINF: 47.80 (unch), FIGY: 122.81 (+3.69), EWJ: 12.81 (+0.20), RINF: 30.61 (+0.74), FINF: 42.47 (-0.64), ONEF: 35.99 (-0.22), DGT: 71.38 (+0.11), RWV: 50.94 (unch), PGJ: 29.21 (+0.92), INFL: 39.28 (unch), UINF: 27.79 (+0.01), IEIL: 24.48 (+0.48), DEFL: 58.00 (unch), FXI: 43.34 (+0.19)
Less-than-$50 oil will change the world, economists say
Seeking Alpha - at Seeking Alpha - Wed Jan 07, 8:48AM CST
VT: 62.94 (+0.86), ACWI: 61.12 (+0.90), SFLA: 159.00 (-21.57), RWL: 41.97 (+0.39), RSP: 82.15 (+0.47), SH: 21.08 (-0.19), SSO: 134.65 (+2.34), FIGY: 122.81 (+3.69), IVV: 212.85 (+1.86), SPLX: 32.11 (+0.17), SPXU: 34.08 (-0.91), VOO: 193.85 (+1.74), UPRO: 141.67 (+3.65), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), SPY: 210.41 (+0.91), EPS: 73.15 (+0.64), SDS: 20.56 (-0.37), SPXL: 93.79 (+2.44)
The Global Economy In 2015
Patrick M. Crowley - Seeking Alpha - Sun Jan 04, 5:14AM CST
Happy 2015 to all my Econoblog readers! I spent NYE in London by Tower Bridge enjoying a distant view of the spectacular fireworks display that London put on this year (- but for the first time with a charge for the best viewing spots). Being in...
VT: 62.94 (+0.86), ACWI: 61.12 (+0.90), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), FIGY: 122.81 (+3.69), IEIL: 24.48 (+0.48)
Global Stock Correction - Part II
The Short Side Of Long - Seeking Alpha - Tue Dec 16, 5:15AM CST
Since the last article was written, more selling has occurred in global stocks. This is especially true when all majors are priced in US Dollars, as global currencies remain quite weak. MSCI World Index peaked in June of this year and continues to...
VT: 62.94 (+0.86), ACWI: 61.12 (+0.90), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), FIGY: 122.81 (+3.69), IEIL: 24.48 (+0.48)
Oversold Conditions For Barclays Bank (FIGY)
MarketNewsVideo.com - Fri Dec 12, 11:08AM CST
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative...
FIGY: 122.81 (+3.69)
Global Stocks Still Correcting
The Short Side Of Long - at Seeking Alpha - Thu Dec 11, 4:12PM CST
Chart 1: Global stock markets have been volatile since summer months (click to enlarge) Source: Short Side of Long The stock market correction has been with us since the summer months of this year. US centric readers will probably be thinking...
VT: 62.94 (+0.86), ACWI: 61.12 (+0.90), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), FIGY: 122.81 (+3.69), IEIL: 24.48 (+0.48)
U.S. And U.K. Continue To Drive Global Economic Expansion
Markit - Seeking Alpha - Thu Dec 04, 6:30AM CST
Markit's worldwide PMI surveys, designed to accurately measure the pace of economic growth in advance of official data such as gross domestic product, signalled the weakest rate of global economic expansion for seven months in November. However,...
DXPS: 27.22 (+0.19), VT: 62.94 (+0.86), ACWI: 61.12 (+0.90), FKU: 42.19 (+1.06), DGT: 71.38 (+0.11), ONEF: 35.99 (-0.22), RWV: 50.94 (unch), EWU: 18.82 (+0.43), DBUK: 26.06 (+0.17), FIGY: 122.81 (+3.69), QGBR: 54.02 (unch), IEIL: 24.48 (+0.48)