global economy

There’s no question Australia’s economy has enjoyed a stellar run. The trouble is, it’s largely been a consumer-based, credit-fuelled growth story. And the Bank of...

The latest hard data on global trade activity show a picture of volumes returning to trend growth. The chart below shows global container throughput activity and you...

The July round of flash manufacturing PMIs showed a slight but important rebound in the "global flash manufacturing PMI" (an indicator I put together based on the...

Just wanted to quickly share this chart - it shows consumer sentiment across developed and emerging economies (GDP weighted) using the Reuters/Ipsos Consumer Sentiment...

I wanted to highlight this chart because the latest data basically makes it start to look like it's going against my previous thinking. The "flash global...