Even at its June recovery high, six-month real narrow money growth was below the range between September 2008 and November 2017, suggesting weak economic expansion. Year-on-year growth, moreover, continues to slide – second chart.
Henry Kissinger ist ein kluger Mann. Er hat mich hier auf eine Idee gebracht.
Global economic momentum will continue to weaken into the fourth quarter of 2018 before reviving slightly into early 2019, so Simon Ward, economist at Janus Henderson
UK monetary trends are showing signs of recovery but remain weak, arguing against the rate hike that the Monetary Policy Committee is expected to deliver this week.
In den USA ist ein neuer Konjunkturindikator entwickelt worden. Er signalisiert aber keine besseren Nachrichten als die bisherigen Indikatoren.
Die Eskalation des Konflikts zwischen den USA und seinen Handelspartnern scheint unaufhaltsam. Die Wahrscheinlichkeit, dass Autoimporte als Risiko für die nationale Sicherheit der USA eingestuft wird, ist hoch.
Global data weakness conceals continued, though moderating, positive surprises in the US offset by very negative news elsewhere
Underlying profits growth in the G7 economies cooled in the first quarter of 2018 and is modest by historical standards, casting doubt on expectations of economic strength based on a further pick-up in business investment.
Already in March, there was a lot against positive economic perspectives in Euroland. GDP figures released for the first quarter today are consistent with this assessment. An assessment of Simon Ward, Simon Ward, Chief Economist at Janus Henderson Investors.
The earlier monetary slowdown signals a likely loss of global economic momentum through late 2018, so Simon Ward Chief Economist at Janus Henderson Investors.
