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The manufacturing rebound in H1 2024 was another head-fake

More on the weakness in China

Something for the German hawks to consider!

Goldman Sachs raises alarms over potential OPEC supply increases that could disrupt global oil markets.

Like water, trade tends to find a way around barriers.

Chinese retail sales 9% off its pre-pandemic trend

…But it is a lot more tricky this time

Construction spending has been driven mainly by the manufacturing sector

Low margins and high stock levels mean that China will export its excess capacity.

Americans are taking advantage of the lower rates and are refinancing their mortgages.

Transporation services and shelter still proving sticky!

Unemployment rate and claimant count have diverged post Covid

US refiners’ capacity utilization low for the season.

Net FDI outflows out of China!

Used vehicle up 2.83% m/m

Maybe the weakness is vastly exaggerated by technicalities? 

Watch out for China to move gold markets.

More thoughts on yesterday’s wild day in markets!

Nikkei with the largest daily drop since 1987!

What a turn of events in US politics!

The local demand in China remains on the floor, which is an issue for the broad commodity.

Thoughts on German HICP and price expectations.

Buying conditions in the US are tightening which is adding to wage pressures

The EZ has a lower recession probability than the US.

As the equity risk premium dips below 1%, nearing levels seen during the Global Financial Crisis, should we all start the fire sale?

Looks like we are not done talking about inflation just yet …

We are flying like never before!