Sunday, 6 May 2018

Stories we should be thinking about

Stories we should be thinking about


So where are we with the global economy?


Alright tone to each of the sub-divisions in the global composite PMI that was
published on Friday afternoon. Fascinating last line in the report though:
'Rates of increase in both price measures were (on average) faster in developed
nations compared to emerging markets'
Higher prices, eh? Well...there has been a bit of QE over time...


But what else is going on?  Well volatility is up as shown below. Very
useful stat...and look at that pick-up versus FY17...

So what is going on? Is the rising dollar the most important set of
stats/trend in the macro world today?  Certainly it has been a strong
last week or so pushing up to general YTD highs
To read the rest of Stories we should be thinking about click HERE.

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