Hope all goes well. Summer’s over. Back to School Monday’s upon us, in sunny Santa Barbara. Dusted off an Anecdote from a dreary 2010 Autumn. See you next Sunday with full weekend notes. All the best, Eric Week-in-Review: Mon: Chinese new home prices +7.5%, China to expand broadband network, Japan Jul exports +12.2% (Jun +7.4%) imports +19.6% (prev 11.8%) trade deficit Y1trln, Brazil buys more dollars, S&P -0.6%;
Week-in-Review: Mon: Chinese new home prices +7.5%, China to expand broadband network, Japan Jul exports +12.2% (Jun +7.4%) imports +19.6% (prev 11.8%) trade deficit Y1trln, Brazil buys more dollars, S&P -0.6%; Tue: South-East Asian stocks tank ahead of Fed Minutes (Indonesia -5%), Nikkei -2.6% (near 2mth lows), EU & US quiet, S&P +0.3%; Wed: Kuroda backs sales-tax hike, new Fukushima leaks, India Central
Hope all goes well. Dug up an anecdote from a sunny Santa Barbara summer. Back in 2011. See you again in September, with full weekend notes. Best regards, Eric Week-in-Review: Mon: Japan Q2 GDP 2.6% (Q1 3.8%), Der Spiegel “Greece will need more aid after German election,” Mexico’s Nieto to open oil industry, S&P -0.1%; Tue: Japan machine orders -2.7%, Abe calls for lower corp taxes, India hikes
Week-in-Review: Mon: Japan Q2 GDP 2.6% (Q1 3.8%), Der Spiegel “Greece will need more aid after German election,” Mexico’s Nieto to open oil industry, S&P -0.1%; Tue: Japan machine orders -2.7%, Abe calls for lower corp taxes, India hikes gold/silver/platinum import duties, Aussie NAB biz survey -7, US retail sales +0.2%, S&P +0.3%; Wed: Egypt crackdown, Chinese July power output +8.1% (1yr h
Week-in-Review: Mon: China service PMI 54.1 (first acceleration since March), Japan service PMI 50.6 (prev 52.1), Aussie retail sales weak, Iran’s Rohani pledges moderation, EU composite PMI 50.5 (first >50 since Jan 2012), EU retail sales -0.9% yoy, UK service PMI surges 60.2, US extends embassy closing over terrorist threat, US service ISM 56.0 (Feb highs), bank lending standards ease, S&P -0.1%; Tue:
Hope all goes well. Dusted off an Anecdote from my year at altitude, in the Alps. 1998. See below. Be back in Sept with full wknd notes. All the best, Eric Week-in-Review: Mon: China service PMI 54.1 (first acceleration since March), Japan service PMI 50.6 (prev 52.1), Aussie retail sales weak, Iran’s Rohani pledges moderation, EU composite PMI 50.5 (first >50 since Jan 2012), EU retail sales -0.9% yoy, UK s
Hope all goes well. Taking August off from writing. But figured, with over 4yrs of archived Anecdotes, it’d be fun to dust off a few favorites. Blasts from the past. You’ll find this week’s flashback down below. Best regards, Eric Week-in-Review: Mon: China to audit gov’t debt levels, China June industrial profits +6.3% yoy (May +15.5%), Japan retail sales -0.2% (+0.8% exp), Der Spiegel says German banks face new wri
Week-in-Review: Mon: China to audit gov’t debt levels, China June industrial profits +6.3% yoy (May +15.5%), Japan retail sales -0.2% (+0.8% exp), Der Spiegel says German banks face new write-offs, US pending hm sales -0.4% (+9.1% yoy), Dallas fed survey soft, S&P -0.3%; Tue: PBOC repo cash injection (1st in 5mths), Japan June IP -4.8% yoy, RBA Stevens very dovish (bldg. approvals plunge), German consumer conf ju