Browsing Tag


Light at the End of the Tunnel?

Globally, coincident data is already slowing visibly across the globe with headline PMI readings and trade data coming in steadily lower. In that sense we are up against the wall again only so shortly after the shock of 2008/09 and this…

Profit Margins, Down To Earth?

One of my good friends who runs a small investment boutique pointed me towards today's chart of the day from Bloomberg showing the flight phoenix of US corporates' profit margins. I know that the chart is difficult to read but you only…

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