The official manufacturing PMI for China came in at 51.4 in July (51.5 expected, 51.7 previous), and the non-manufacturing PMI at 54.5 (54.9 previous). So at a headline level and at first glance the numbers were down and dissapointed against […]
Tag: PMI
ChartBrief 81 – China PMI Muddles Along In May
China just released it’s May official PMI data, and overall the results are fairly benign, and on the surface not much to change the view. The manufacturing PMI was unchanged at 51.2 and the non-manufacturing PMI up +0.5 to 54.5 […]
5 Reasons Why Active Management Works
5 Reasons Why Active Management Works As we all know, exchange-traded funds (ETFs) have increasingly become the hot menu item, attracting a lot of money away from actively-managed funds such as mutual funds. But don’t discount active management just yet! […]
Global Economy – The IMF And The World Bank Turn Pessimistic, Is That Bad?
Global Economy – The IMF And The World Bank Turn Pessimistic, Which Means We Are In Serious Trouble by Tony Sagami, Mauldin Economics I don’t listen to the International Monetary Fund (IMF) and the World Bank when they gush about […]
Brevan Howard March Letter: China Still Murky
Brevan Howard letter for the month ended March 31, 2016; titled, “China Still Murky.” Overview: BH Global Limited (“BHG”) is a closed-ended investment company, registered and incorporated in Guernsey on 25 February 2008 (Registration Number: 48555). Prior to 1 September […]
10 Numbers To Know For China’s New Year
10 Numbers To Know For China’s New Year by Frank Holmes Ahead of the Chinese New Year, China was very much a topic of discussion this week at Harvard Business School, where I attended and participated in a seminar for […]
U.S. vs China Margin Debt – The “Global Mandate” Myth
U.S. vs China Margin Debt – The “Global Mandate” Myth by Evergreen Gavekal “As I grow older, I pay less attention to what men say. I just watch what they do.” – Andrew Carnegie EVERGREEN EXCHANGE Tyler Hay, David Hay, […]
What Druckenmiller, Soros, Icahn Are Saying About Commodities
A few legendary influencers in investing are making huge bets right now on commodities, an area that’s faced—and continues to face—some pretty strong headwinds. What are we to make of this? I already shared with you that famed hedge fund […]
China’s Economy Is Undergoing A Huge Transformation That No One’s Talking About
China’s Economy Is Undergoing A Huge Transformation That No One’s Talking About by Frank Holmes The photo you see below was snapped recently in Beijing. It might not be that special to some readers, but in my 25 years of […]
De-Industrialization: The Declining Health Of American Factories And The Wall Street Proctologist
De-Industrialization: The Declining Health Of American Factories And The Wall Street Proctologist by Tony Sagami, Mualdin Economics There are thousands of economic and business statistics that you can look at to gauge the health of the US economy, but at […]