• All
  • Articles
  • Squawks
  • Trade views
  • Must reads
  • Videos
  • Calendar
Write a Squawk
No posts
  • Calendar event / 15 April 2015 at 4:30 GMT

    JP Revised Industrial Production

    Med Revised Industrial Output (on month)
    Med Revised Shipments (on month)
    Med Revised Inventories (on month)
    Med Factory Operating Ratio (on month)
  • Calendar event / 15 April 2015 at 2:00 GMT

    CN Industrial Output

    Med Industrial Prod MoM
    Med Industrial Prod YoY
  • Squawk / 14 April 2015 at 9:17 GMT
    Head of Macro Strategy / Saxo Bank
    Euro area industrial production surges in February:

    Industrial output by producers in the euro area rose no less than 1.1% m/m in February, well above the consensus expectation of 0.4%, and a welcome improvement on January's -0.3% print (revised from -0.1%). Compared to a year ago production was up 1.6% in February, the strongest rate of growth since July of last year.

    The cyclical recovery in the euro area is well underway and I expect it to continue for the rest of the year with full-year GDP growth hitting at least 1.5%, up from 0.9% in 2014 and -0.5% in 2013.

    The euro area is experiencing a cyclical expansion, helped by a weak euro and low oil prices, but structural issues persist and will continue to weigh on growth until resolved. Therefore, growth may moderate again as the tailwind from the euro area oil fade.
    Read the Squawk
  • Calendar event / 14 April 2015 at 9:00 GMT

    EU Industrial Production

    High Industrial Output Monthly
    Med Industrial Output Yearly
  • Calendar event / 13 April 2015 at 8:00 GMT

    IT Industrial Production

    Low Industrial Output Monthly
    Low Industrial Output Yearly
  • Calendar event / 09 April 2015 at 6:00 GMT

    DE Industrial Production Index

    High Industrial Output (Adjusted) MoM
    Med Industrial Output (Adjusted) YoY
    Med Construction Output Pct Chg MoM
    Med Industrial Output Pct Chg YoY
    Med Manufacturing Output Pct Change MoM
  • Editor’s Picks / 08 April 2015 at 0:06 GMT

    Bye big productivity gains, hello ageing and slow growth: IMF

    Business Spectator
    An IMF study says both advanced and developing economies face lower growth in the wake of the global financial crisis as growth in productive capacity stalls. Demographic factors are likely to curb growth as populations age and workers retire, the study says. In addition, the biggest productivity gains from the IT boom have already been realised. Barriers to growth mean that advanced economies can only expand at 1.6% a year over the next five years, compared to 2.25% pre-crisis. The IMF also warned governments that fiscal sustainability will be difficult to maintain, due to slower tax base growth.
    Read article on Business Spectator
    Go to post
    08 April
    Elaiems Elaiems
    This comment has been redacted
  • Editor’s Picks / 07 April 2015 at 1:54 GMT

    Get real, Japan, slow growth is your best hope

    Nikkei Asian Review
    There is a conflict between the hope and demographic reality in Japan. Its population is ageing, not growing and the labor force is stagnant. Countries without any labor force growth lose a key contributor to growth, a factor that helped fuel their boom times. Long-term average real GDP expansion is the sum of the growth in the labour force and productivity. Take away labour force growth and one is left with the prospect of just 1% to 2% real GDP growth on average. A depreciating exchange rate, quantitative easing, or an expansive fiscal policy are not likely to have a long-term, sustained impact on average growth in labor productivity.
    Read article on Nikkei Asian Review
    Go to post
  • Calendar event / 29 March 2015 at 23:50 GMT
    High Industrial Output (on month)
    Med Inventory-Shipments Ratio (on month)
    Med Shipments (on month)
    Med Inventories (on month)
    Med Companies Forecast Ind Output In Following Month
    Med Companies Forecast Ind Output Two Months Later