—- Goldman’sSwirlogramPostsWorstReadingInOver A Year // ZeroHedge With G10 Macro data themostnegativein 8 months, it is perhaps unsurprising that Goldman’s Advanced Global Leading Indicator dropped further – to its lowest in at least a year. Firmly in "slowdown" phase, Goldman remains adamant that "weather-related" inputs will mean this will all be fixed any day now (apart from the fact that the trend has been down for … Seguir leyendo Goldman’s Swirlogram Posts Worst Reading In Over A Year

—- UkraineTruceEndsAlready;100 Dead, KievisBurning; Civil Uprisingor Civil War? // Mish’s Global EconomicTrendAnalysis Shortly after I wrote SpotlightonUkraine: RiotsinKiev, EUWeighsSanctions, EmergencyMeetings; FearofDefaultContagionSpreads, the government negotiated a truce with protesters. The truce lasted all of a few hours. The Financial Times reports Kievtruceendsinviolenceandgunfire. Deadly clashes between anti-government protesters and riot police erupted again in the Ukrainian capital Kiev on Thursday, despite a truce announced hours earlier, with … Seguir leyendo Ukraine Truce Ends Already;100 Dead, Kiev is Burning; Civil Uprising or Civil War?

—- Caterpillar Global Retail Sales Decline For 14th ConsecutiveMonth // ZeroHedge While the stock of Caterpillar may be discounting some improvement in global industrial demand, the current situation as reflected by the company’s latest monthly retail sales update is hardly as optimistic: as was justreportedbythecompany(in a revised retail sales format), global three month rolling retail sales declined by 8% in the month of January, which … Seguir leyendo Caterpillar Global Retail Sales Decline For 14th Consecutive Month

—- EuropeanConsumerConfidencePlunges; MissesByMostIn 30 Months // ZeroHedge Despiterecordlowyieldsonsovereignbonds, recordhighstockprices, and a political elite proclaiming it’s all shits and giggles from here… it seems record unemployment, record suicide rates, record bad loans, and record low credit creation were finally enough to trump the ‘wealth effect’ exuberance that European consumer confidence has envisaged in recent months. This is the biggestdropinconfidencein 18 monthsandthebiggestmisssinceAug 2011. This is a 3 … Seguir leyendo European Consumer Confidence Plunges; Misses By Most In 30 Months

—- ¿CÓMO SE INFORMA DE VENEZUELA EN LOS MEDIOS? // La Voz Debida En Venezuela la oposición ha vuelto a tomar las calles para protestar contra el gobierno. Tristemente ha habido muertos de nuevo… Obtener información sobre lo que realmente ocurre allí es muy complicado en nuestro país y los medios españoles hace mucho tiempo que tomaron partido por la oposición venezolana contra el gobierno … Seguir leyendo ¿CÓMO SE INFORMA DE VENEZUELA EN LOS MEDIOS?

—- JapaneseTradeDeficitExplodesToRecord – No J-Curve MiracleInSight // ZeroHedge With exports up 9% but imports up a massive 25% YoY, Japan’s Trade balance pushed to its largestdeficitonrecord. This is the 2nd largest drop in the trade balance on record – beaten only by March/April 2011 (the Tsunami and Fuskushima). The miracle of the J-Curve (the hoped for recovery in exports that will come any minute now … Seguir leyendo Japanese Trade Deficit Explodes To Record – No J-Curve Miracle In Sight

—- China ManufacturingPMIMisses, TumblesTo 7-MonthLow // ZeroHedge With every sub-index decreasing or deteriorating, it is no surprise that China’s HSBC Manufacturing PMI missed expectations. At 48.3, thisisthelowestsinceJulyoflastyearwiththeemploymentsub-indexthelowestsince Feb 2009. Markets are not happy that the dream of a sustainable escape velocity growth miracle is not coming true and for now bad news is bad news (as The Fed’s minutes suggested they will – just as … Seguir leyendo China Manufacturing PMI Misses, Tumbles To 7-Month Low

—- The 1% Don’tFeelTheWeather: FerrariPostsRecord Sales InUS; DoubledInJan // ZeroHedge First Mercedes, then Porsche, and now Ferrari and Maserati post record US sales in January… *FERRARIPOSTSRECORD SALES IN U.S. AND U.K. IN 2013*FERRARIANDMASERATI GLOBAL MORE THANDOUBLEINJANTO 2,400 …a month where the non-1%-auto-makers struggled mightily. Of course, the latter missed expectations are blamed on weather (as opposedtodealerinventoriesstuffedatrecordlevels, a replacement cycle that has run its course, or … Seguir leyendo The 1% Don’t Feel The Weather: Ferrari Posts Record Sales In US; Doubled In Jan

—- NikkeiSoarsByOver 400 Points As BOJ RedirectsAttentionFromQEToLoans // ZeroHedge Clearly boxed in by the concern that any increase in their QE program will shift sentiment from stimulus to monetization, theBoJkeptthemoney-printingthesame but redirected focus by raising the ceiling on their bank lending facility (from JPY3.5 trillion to JPY 7 trillion). This is being presented to the public as dovish despite the balance sheet recession’s debt minimization … Seguir leyendo Nikkei Soars By Over 400 Points As BOJ Redirects Attention From QE To Loans

—- 200 YearsOfScorchitude: ProfessorWarns California ToBraceFor A "Mega-Drought" // ZeroHedge Two years into California’s drought and locals are repeating (mantra-like) "we’veneverseenanythinglikeit." They are right, of course, since this is the worst period of rainlessness since records began… but if Cal Berkeley professor Lynn Ingram is correct, they ain’t seen nothing yet. The paleoclimatologist fears, if very long-run history repeats, California should brace itself for a … Seguir leyendo 200 Years Of Scorchitude: Professor Warns California To Brace For A “Mega-Drought”