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The process for China to gradually eliminate excessive production capacity in over-supplied sectors may last till 2016, a Chinese macroeconomic analyst has warned. Overcapacity problems intensified following over-investment in 2009, and it will be
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Today we get some excellent, high-quality economic data that will give us a nice look at the state of the US economy. Via Calculated Risk , here are the numbers, expectations, and times. At 8:30 AM, the NY Fed Empire Manufacturing Survey for May will
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John Hussman at Hussman Funds writes that the average bear market fall can erase over 50% of the previous bull market's advance...He expects nominal S&P 500 return of 3.2% annually in the next 10 years. "The perception that investors are forced to
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Economic growth is expected to continue in the United States throughout the remainder of 2013, say the nation's purchasing and supply executives in their spring 2013 Semiannual Economic Forecast. Expectations for the remainder of 2013 continue to be
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Morgan Stanley just published a massive report entitled "U.S. Manufacturing Renaissance: Is It A Masterpiece Or A (Head) Fake?" There's a lot in this collaborative piece, and we've covered some of their points the marginal effect of lower energy
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The electronics manufacturing services (EMS) industry is not that popular among the general investment community. The technology industry tends to be sensitive to economic cycles, so, getting into this sector when the economy is getting out of
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Industrial production increased in March as consumers cranked up the heating, capping off the best quarter in a year for output in which demand for cars and construction supplies grew. The Federal Reserve said industrial production rose a seasonally
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Industrial production rose 0.4 percent in March after having increased 1.1 percent in February. For the rst quarter as a whole, output moved up at an annual rate of 5.0 percent, its largest gain since the rst quarter of 2012. Manufacturing output
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There's a perception that the US economy is doing that thing again, where it weakens markedly in the spring. And given yesterday's tumble in the stock market (coupled with the swift deflationary downdraft in gold and silver), nerves are on edge about
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Although economic figures for March indicated a more stable economy in China, overcapacity continues to trouble the country's industries...However, the sub-index for finished product inventories went over 50 after declining for eight consecutive
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