| G8 Countries |
 United
States of America
- Federal Reserve Board Statistics:
Releases and Historical Data
Daily, weekly,
monthly, quarterly, and annual, including commercial
paper, loan charge-offs, and medium term notes
- NEW:
OECD Economic Outlook No. 82 (Dec 2007 -
English)
- United States -
external links to macroeconomic reports and data
-
Economic Survey of the United States 2005:
Challenges facing the US economy (Oct 2005 - English)
-
OECD Statistical Profile of the United States of America
-
United States and the IMF
- Wachovia Securities:
Weekly Economic & Financial Commentary
-
Major U.S. Indices
-
Economic Survey of the United States
29-May-2007 - The US economy continues to grow solidly,
though at a slower pace than before. Long term
challenges include labour force growth, fiscal
sustainability, distortions in the housing market,
performance of secondary schools and access to college.
|
 Europe
Europe Celebrates! 50 Years of EU
|
 Germany
|
 Japan
|
 France
|
 United
Kingdom
|
 Italy
|
 Canada
Economic Survey of Canada 11-Jun-2008Canada’s economic
performance has been among the best in the OECD as a
sound policy framework has enabled the country to take
advantage of strong global growth and soaring terms of
trade. The economy has adapted well to recent shocks, as
labour and capital have shifted rapidly from
manufacturing towards the resource and service sectors,
with strong net job increases.
|
 Russia
|
 China
|
Morgan Stanley's Global Economic Forum and Strategy Bulletin:
August 1-6, 2008
>>>
Archive
|
World Markets - Technical
Analysis |
Timing the turn. Consumer spending
habits provides valuable clues to peaks and bottoms to
the stock market
The spending habits of the largest single element of the economy can provide
important information as to the major peaks and troughs of the stock market. The
consumer, which equals about 2/3rds of the economy, plays a vital role in the
business cycle. The normal contraction and expansion of the economy often
requires the consumer to shift their spending to reflect the current state of
the economy. This shifting of spending habits between discretionary and staples
provides valuable clues to the major peaks and lows of the stock market.In
more favourable economic times, the consumer usually
begins purchasing those items that they would like but
do you necessarily require. These items are classified
as discretionary. During economic periods of
contraction, consumers often fore go their discretionary
purchases and focus on those items that they need but do
not necessarily want. These items are classified as
staples.
This movement of buying between discretionary and
staples purchases can be tracked and used as a leading
indicator on the stock market. In Chart 1, the Consumer
Discretionary Sector ETF (XLY) is divided by the
Consumer Staples Sector ETF (XLP). In the lower portion
of the chart, when the line is rising, this means that
the discretionary sector has greater relative
performance then the staples sector. The opposite is
also true. When the line declines, staples are now
outperforming the discretionary sector.
In 2000, the line in the lower portion of Chart 1,
peaked and began to fall. This means that consumer
spending had started to shift to the staples sector. The
S&P 500 crested six months later. In late 2000, consumer
spending again moved back to the discretionary sector as
indicated by the rising line. The stock market bottomed
19 months later in 2002. Discretionary spending by
consumers continued to outperform the staples sector
until early 2005. As the line in the lower portion of
Chart 1 began to drift lower in 2005, this action
suggested that consumer funds were shifting out of
discretionary products and flowing into the safer
staples sector once more. By late 2007, consumer
spending toward discretionary items remained weak and
consumer capital had steadily moved toward the staples.
By October 2007, the stock market had peaked.
The relationship between consumer spending on
discretionary and staples sectors often has a lead time
of 1 to 2 years over the stock market. At present, there
is no evidence of capital shifting back towards the
discretionary sector. This would suggest that the
current bear market in the S&P 500 has another 1-2 years
before reaching a bottom.
Additional research can be found in the July newsletter.
Go to www.technicalspeculator.com and click on member
login.
Your comments are always welcomed.
Archive
|
|
Economic Analysis & Commentary |
-
from 19-Mar-2008 to 27-Mar-2008
What needs to be done and who should
pay to reduce greenhouse gas emissions and tackle
climate change? Read the questions and answers from
the online debate on this issue that took place
on Thursday 27 March 2008.
-
on 17-Mar-2008
What reforms are needed to boost jobs and
productivity in Europe and how can they be implemented?
Presentations tackling these and other questions
discussed at a joint OECD-IMF conference on 17 March
2008 are now available. They include keynote speeches by
OECD Secretary-General Angel Gurría and IMF Managing
Director Dominique Strauss-Kahn.
-
The Bureau of
Economic Analysis provides time-series data on a
variety of US macroeconomic variables.
-
Dismal Scientist:
Economic indicators, forecasts, analysis, and data for
the world in real-time. $
-
BMO Nesbitt-Burns International Economic Analysis
and Research
-
United Nations Economic
Commission for Europe
-
The
Ecomomist.com - Economy, Politics and Finance from
around the world
THE KWR INTERNATIONAL ADVISOR
October 2007 Volume 8 Edition 4
Articles
KWR Book Reviews
Media Highlights
|
| Reading |
-
IMF:
Finance & Development
The March 2007 issue of the IMF's quarterly magazine
features "The Two Faces of Financial Globalization"
-
Economics A-Z: Pareto efficiency? Phillips
Curve? Inflation? Deflation? Stagnation?
Look up
economic terms in this handy online resource, provided
by The Economist
|
|
| Economies |
|
OECD Economic Outlook No. 83, June 2008
OECD Outlook sees weak growth and inflation remaining high
04-Jun-2008
Growth is weakening and inflation is
likely to remain high across most OECD countries,
according to the Economic Outlook. US activity will stay
flat through 2008 while the Euro area economy growth
will be restrained by tighter credit and lower export
market growth.
-
OECD Documentation: Statistics, Data and Indicators
Extensive economic statistics, data, and indicators from
member and non-member countries.
-
Economic Outlook for OECD countries: an interim
assessment (pdf, 588Kb,
English)
-
IMF World Economic Outlook
IMF World Economic Outlook (WEO) -- Globalization and Inequality, October 2007
World economic growth is expected to slow to 4¾ percent next year, with recent
turbulence in financial markets clouding prospects and the U.S. economy remaining weak,
the IMF says in its latest forecast. January 2008 Update: An update of the key WEO projections
-
January 2008:
World Economic Outlook
IMF Sees World Growth Slowing, With U.S. Marked Down
-
IMF Economic Outlooks and IMF
Country Reports by Date
- Commerzbank Research:
Industrial Countries
-
Global Business Cycle Indicators
- The Conference Board publishes leading,
coincident, and lagging indexes designed to signal peaks
and troughs in the business cycle for nine countries
around the world
-
Regional Economic Outlook: Europe Date:
April 2008
Europe is facing slower growth as a result of protracted
financial turbulence and spillovers from the U.S.
Meanwhile, inflation has risen sharply. Policymakers in
advanced economies will have to continue to support
financial markets and balance risks to real activity
with the need to anchor inflation. Emerging Europe is
well placed to continue to grow, albeit at a slower
pace, amid concerns about overheating and external
imbalances in several countries. Sound macroeconomic
policies and structural reforms will be necessary to
ensure a soft landing in these countries and smooth
convergence throughout the region.
русский
-
Regional Economic Outlook: Asia and Pacific
Date: April 2008
2008 is shaping up as a challenging year for Asia. Activity in most economies remains fairly buoyant, but growth in the United States and, to a lesser extent, Europe is slowing sharply. Given its extensive trade and financial linkages with the rest of the world, Asia is unlikely to delink. At the same time, inflation pressures are picking up across much of the region. Moreover, the still-unfolding global financial crisis adds a dimension of uncertainty to the picture, and the balance of risks remains on the downside. However, most countries in the region are well-placed to undertake counter-cyclical policies should these prove necessary.
-
Regional Economic Outlook: Western Hemisphere
Date: April 2008
The main focus of this report is the outlook for the
region in the face of the downturn now projected for the
U.S. economy and the continuing risks that affect the
global outlook. Overall the region is better placed than
in the past to navigate the current financial
turbulence, given reduced vulnerabilities and stronger
policy frameworks. Nonetheless, the report points to
risks that the global financial stress could curtail
capital flows to the region and world commodity prices
could fall more than expected. There are also risks
arising from rising inflation and rapid private credit
growth in a number of countries. The report then
explores the policy options facing governments in the
region, underscoring the need to preserve the gains of
recent years.
Español
- Sub-Saharan
Africa region Date:April 2008
The region's prospects continue to be
promising, but global developments pose
increased risks to the outlook. Growth in
sub-Saharan Africa should again average about 6
1/2 percent in 2008 with oil exporters leading
the way; meanwhile, growth in oil importers is
expected to taper off, though only modestly.
With food and energy prices still rising,
inflation is projected to average about 8 1/2
percent this year for countries in the region,
setting aside Zimbabwe. Risks in 2008 are tilted
to the downside, but the region is better placed
today to withstand a worsening of the global
environment.
|
Get information to help you reach your
investing and
financial planning goals.
FOREX trading explained;
mortgage and
credit card help, too.
Visit
Financial Web
| Statistics |
-
International Data Base - Produced by the U.S.
Census Bureau, IDB is a data bank containing statistical
tables of demographic and socio-economic data for 227
countries and areas of the world
-
InfoNation
- From the United Nations, this site allows users to
generate customized statistical and comparative tables
using current information for all UN member countries
-
CIA World Factbook
-
International trade statistics 2007 - This report
provides comprehensive, comparable and up-to-date
statistics on trade in merchandise and commercial
services for an assessment of world trade flows by
country, region and main product groups or service
categories. Read the
press release for explanations and highlights.
|
| News & Commentaries |
|
Commodities
FTSE 100 ·
CAC 40 ·
Dax
·
MIBTEL
· IBEX
35 Index ·
Dow Jones STOXX
>
More European Indices
Asian /
Pacific Markets
- The
China Perspective provides business-related
information with daily updates of major trends and
developments in the burgeoning Chinese economy, as well
as a weekly summary of the most pertinent issues in the
foreign press. $$$
- The
JapanInvestor
is dedicated to investors in Japanese stocks,
bonds and the yen. TJI provides a weekly strategic
analysis of Japanese stocks and financial markets,
providing you with views you can profitably use to
invest in Japan.
- Asian
Business Watch - A comprehensive source for
investment and economic information on Asia and Japan.
- Financial Times: Daily Update
-
CNNfn News: Asian Markets
- Macquarie Research: This Week in Asia
(pdf)
- StocksAbroad.com
- Resources for Investing in Asia and Latin America
Stocks
- ValueNotes.com
- A complete directory and search engine for Indian
equity research, business, financial and stock market
information
- India:
Outlookindia.com
and
outlookmoney.com
-
Mizuho Securities
- Research and Links to English language resources on
the Japanese economy, finance, politics and law
- The Edge
is
Malaysia's best selling and highly regarded
publication on business & investment.
-
Center for Asia
Investment Intelligence
- Economic and Financial Analysis with focus on
Japan and Korea
- Australian
Stock Exchange data and information: Live Data
from the Australian Stock Exchange. ASX data, End of
day. Live, Dynamic. Australian economic news. Financial
& company news. Charts.
-
Sharetradingeducation: Home of
the Investing Online Newsletter & practical risk
management and tools. Download FREE TRIAL ISSUE and free
sample of Atkinson-Guppy Articles ebook of articles from
Daryl Guppy's newsletter, Atkinson portfolio tools &
Home Study courses on the work of Jim Berg, Daryl Guppy,
Alan Hull and Simon Sherwood.
All Ordinaries ·
Shanghai
Composite ·
Hang
Seng ·
BSE 30
·
Jakarta
Composite ·
KLSE
Composite ·
Nikkei 225 ·
NZSE
50 ·
Straits Times ·
Seoul
Composite ·
Taiwan Weighted ·
Headlines for these Markets
American Markets
-
North American Stock Indices
-
Latin American Stock Indices
- InfoMoney focuses on providing
financial information about the Brazilian market.
News, stock quotes, technical and fundamental analysis
and interactive tools. (Portugese)
- Financial Times: Daily Update U.S.
Markets
- Financial
Chat
is home to the Internet's most sophisticated and
active real-time trading chatrooms. In our forums, we
have some of the world's finest traders with us daily,
willing to share information in real time, as well as
educate and assist you in your trading. Real traders
trading US and foreign markets, posting real-time
trades, and giving real-time market commentary.
- StocksAbroad.com
- Resources for Investing in Asia and Latin America
Stocks
MerVal
Argentina ·
Bovespa Brazil
·
S&P TSX
Composite ·
IPSA
Chile · IPC
Mexico · S&P
500 ·
DJIA
·
NASDAQ
·
Headlines for these Markets ·
·
Emerging Markets
Currencies
Major Currency Cross Rates
JPY
to USD
· EURO to USD ·
CAN $ to
USD ·
U.K. £
to USD ·
AU $ to
USD ·
CHF to
USD >
Currency Headlines |
|
