Revised Real GDP Growth Forecasts for Asian Economies

Revised Real GDP Growth Forecasts for Asian Economies Goldman Sachs slashed growth forecasts for Asian economies, as the coronavirus impacts economic activity. Image: Goldman Sachs Global Investment Research

Asian Exports

Asian Exports There is a glimmer of hope of a recovery in Asian exports. The free fall in Japan, Taiwan and South Korea exports in early 2019 has stopped. Image: Danske Bank

Asia Pacific Economic Data Leads the U.S. Economy

Asia Pacific Economic Data Leads the U.S. Economy This chart suggests that Asia Pacific economic data leads the U.S. economy since the Great Financial Crisis. U.S. economic data becomes laggard. Image: Arbor Research & Trading LLC

U.S. Dollar Smile: Dollar Appreciation and Depreciation​

U.S. Dollar Smile: Dollar Appreciation and Depreciation The U.S. dollar smile suggests a weaker dollar by the end of 2020. You may also like “U.S. Twin Deficits (% of GDP) Lead Real Trade Weighted Dollar Index by Two Years” and “U.S. Dollar and Relative Growth (GDP Spread).” Image: Nordea and Macrobond

Venture Capital Assets Under Management

Venture Capital Assets Under Management The center of venture capital gravity is shifting. Asia could overtake the United States. Image: Quill Intelligence, LLC

Cass Freight Shipments Index (6ma) vs. U.S. GDP

Cass Freight Shipments Index (6ma) vs. U.S. GDP The chart shows the Cass Freight Shipments Index (6-month average). It suggests a weakness in U.S. GDP in 3Q19. The Cass Freight Shipments Index is a relative good predictive indicator of the U.S. economy. You may also like “ISM Manufacturing Index vs. Cass Freight Index.” Image: Macro…

Hard Economic Data

Hard Economic Data Hard economic data is improving in Eurozone, Asia Pacific, Latin America and the United States. Image: Arbor Research & Trading

Trade War Hitting Global Trade Hard

Trade War Hitting Global Trade Hard US-China trade war is hurting Asia export hubs. Singapore is heading for a recession. Image: Deutsche Bank Global Research

Who Has Gained From Globalization?

Who Has Gained From Globalization? The Asian middle class and the global 1% have gained the most from globalization. Image: Harvard Business Publishing