Zero Hedge's updated 2014 global growth expectations has consistently been a striking chart this year...
Something to do with corporate profit progression stalling? This chart was in today's Financial Times:
Also in The FT I was struck by the quite aggressive tone of the rhetoric from the CEO of one of Germany's largest companies. 'Overconfidence' sounds like a plea for a more business friendly approach? Overt QE?
Meanwhile in the UK manufacturers probably want a weaker pound (which must be hurting especially versus the sharp recent decline in the euro). Of course 'everyone' wants a weaker currency at the moment...
By definition not all currencies can fall simultaneously...this and other economic 'fails' are amusingly parodied here in a cartoon highlighted by @Rumplestatskin:





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