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This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. [...]
“The drag coming from consumption is global. Looks bad – no wonder the consumer outlook is key to many economic futures,” said Rebecca Wilder in this guest blog. [...] More on this topic (What's this?) Global retail sales – looks bad, consumption very weak (GreenLightAdvisor Views, 6/22/09) Retail Sales: Another Wilting ‘Green Shoot’ (Expected Returns, 8/13/09) No Signs of Economic Recovery Yet in the U.S. (Top Foreign Stocks, 7/14/09) 
Cartoonists are having a field day drawing flies, some a bit more pesky than others. [...]  By Prieur du Plessis, on June 21st, 2009 posted in: Investment, Markets, Money  4 people had their say - chime in!
Caution last week crept back into investors’ vocabulary for the first time in more than three months as they weighed the prospects of a global economic recovery and whether the “green shoots” needed more monetary water. As risk-taking moderated, profit-taking on equities and commodities set in after a colossal advance since early March. Read all about this and the implications for financial markets in the weekly “Words from the Wise” review. [...]
By Cees Bruggemans With the rich industrial world facing slow growth recovery (Europe more so than the US because of internal rigidities and export dependence), and our own domestic political economy strained (more signs of labour strive), what kind of growth prospects do we have? Or as a previous chairman never [...] More on this topic (What's this?) The Debts of the Lenders: Chinese Cut Industrial Land Prices by 30% (The Debts of a Nation, 5/14/09) Industrial Metals All Bleed (Contrarian Profits, 4/24/09) Welcome Aboard the Industrial Waste-Powered Airplane (Wall Street Daily, 10/18/11)
By Cees Bruggemans With employment losses probably only now reaching their maximum pace in South Africa (though having peaked in the US), monthly data suggest a bottoming process in output. Year-on-year data comparisons in many sectors still show the horrific nature of the decline this past year: • passenger cars [...] More on this topic (What's this?) Chinese Stocks Boosted by Manufacturing Data, Signs of Recovery (Money Morning, 6/1/09) Startup Innovators Look for Traction After Las Vegas (Wall Street Daily, 1/20/12) U.S. Manufacturing Vitality Offers Opportunities (Investment U, 1/12/12) |
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