What should investors draw from the latest nowcasts?
Quick hits on GDP reports around the world.
While the media focuses on everything Trump, the global economy is expanding.
Disappointing Q3 GDP growth in Australia and Japan highlights their unattractiveness.
We looked at the second estimate of Q3 US GDP so you didn’t have to.
Slow productivity growth is no reason for investors to worry.
The UK defies post-Brexit slowdown fears one more time, and US growth figures get a touch overhyped.
Recent data suggest the US economy gained speed in Q2.
May’s data show a blooming world economy.
The eurozone economy is on much more solid footing than is widely appreciated.
Department stores’ recent woes aren’t a sign the US economy is headed for recession.
While growth was slow in Q1, it isn’t a harbinger of worse to come.
Another UK GDP report, another round of worrying about the allegedly unbalanced UK economy.
The UK economy isn’t overstretched, built on sand or any other similar cliché.
State-level GDP data provide more evidence Energy’s woes bear the most responsibility for any apparent US economic weakness.
The global economy is in better shape than most folks think.
Digging into US Q4 2015 GDP growth.
Most recent economic data run counter to widespread global recession fears.
US GDP slowed sharply, but a look at components show this is a function of volatility in one volatile component.
Whether or not China’s 6.9% y/y Q3 growth estimate is artificially high, the country should still contribute just fine to global GDP.
There is more to an economy than just building stuff.
Despite rampant fretting, the eurozone has now grown for over two straight years.
Recent GDP reports show fundamental support for stocks.
Chinese GDP growth matched the official target in Q2, but some fear struggling mainland stocks will soon take an economic toll.
We have to dig beneath the surface to see what weak GDP reports really mean.
Whether or not US GDP’s Q1 contraction is eventually revised away, nothing here bodes ill for the economy.
The eurozone grew for the eighth straight quarter in Q1, but most pundits are only now noticing.
Trade surged in March, triggering confused growth fears.
The UK economy doesn’t need its politicians’ help.
Q1’s GDP report reveals what everyone already knew: Winter weather was nasty, oil drillers cut back, and dockworkers struck.
Q4 GDP was revised again Friday, but the real story here is analysts' low expectations for Q1.
Data confirm growth around the world.
Eurozone growth defies the skeptics. Again.
The eurozone economy has several little-noticed positives.
Actually, new data suggest it’s still plenty hot.
While headline growth slowed in Q4’s preliminary read, we would suggest the underlying data confirm the US private sector is quite healthy, indeed.
Do recent US and UK economic data show weakening growth?
Is a missed growth target a troubling sign for the world’s second largest economy?
An apparent freakout over the World Bank’s reduced economic forecast overlooks the elephant in the room.
The media reaction to some recent, largely meaningless milestones, seems like a sign of improved sentiment.
What to make of recent IMF estimates that show, by one measure, China’s economy will be larger than America’s this year.
There is much to be thankful for, not just in the US, but globally too.
Not even a recession can dent investors’ optimism for Japan. That’s a problem.
The common reaction to eurozone Q3 growth is a sign of the times, sentiment-wise.
The advance estimate of US GDP showed growth exceeded analysts’ estimates and continued at a respectable clip—yet media skepticism was easy to find.
It’s unlikely you’d see many headlines touting the fact US GDP growth has been above average in three of the last four quarters.
Does eurozone GDP’s Q2 stall portend a protracted slump?
Q1’s final GDP revision was worse than expected. What does this mean for investors going forward?
The downward revision to Q4 US GDP growth had a big silver lining, but how will the Fed see it?
How should we interpret Germany’s Q4 2013 GDP?
As seen after GDP’s release Thursday, sentiment is still stuck between skepticism and optimism—for every positive, folks can find a negative.
US GDP was revised up strongly. But the beat didn’t satisfy dour investors—who tried looking under the hood for something to fret about.
Good GDP growth is bad news—at least as most see it these days. But we found more positives than problems in Q3’s report.
Chinese GDP reaccelerated in Q3, providing more evidence of a faster-growing world economy.
What should investors make of the news Japan’s gross public debt passed one quadrillion yen in Q2?
The latest buzz about US GDP seems to be concentrating on the distant past rather than the impact on the present.
Thursday’s downward revision of US GDP likely tells us more about changing sentiment than fundamentals.
US Q1 2013 GDP was better than many may presume if focusing on headline growth.
Chinese GDP slowed a bit in Q1, but the economy should still do fine overall in 2013.
Fourth quarter GDP was revised higher, which is nice but presages little for the economy or markets moving forward.
Q4 2012 GDP growth was revised up Thursday, but what impact might the sequester have on future growth and the market?
Japan and the eurozone rang in Valentine’s Day with data showing economic contraction, but overall global growth likely continues as the stronger bits pull the weaker along in the world’s multi-speed economy.
US GDP growth took a breather according to Wednesday’s advance report. But under the hood, signs of strength remain intact.
Recent Chinese data show the country isn’t without economic problems, but a hard landing doesn’t appear to be among them.
US Q3 GDP was revised up on higher personal spending and a downturn in imports. To us, despite headwinds and concerns (which are nearly always present), it’s likely expansion continues ahead.
US Q3 GDP accelerated in Friday’s report and, despite small fluctuations under the hood, the big picture seems similar to the recent past.
Driven by what seem to be the usual weak spots the last few years, eurozone Q2 2012 GDP posted a slight contraction.
Friday’s US GDP report showed continued bifurcation between America’s public and private sectors.
Has the UK’s Olympic torch been put out before the games officially commence? By some media accounts, yes—but Wednesday’s GDP print merits further examination.
China’s GDP release Friday caused consternation among some the global growth powerhouse is choking in the clutch—but what if it’s just choking up in advance of an accelerating second half?
Chinese inflation notched a 29-month low in June, renewing hard-landing jitters—but officials’ pro-growth efforts should keep the economy afloat.
US revised GDP was released Thursday to some consternation. And a brief update on US energy industry developments.
As Spain officially re-enters recession, EU leaders debate how to stoke growth.
The UK released its first Q1 GDP reading Wednesday to some disappointment.
Recent data show plenty of pop in the British economy.
If it’s true a picture’s worth a thousand words, how many are these two worth?
One year after the Great Tohoku earthquake and tsunami, the Japanese economy is displaying its resilience.
Eurozone GDP for Q4 2011 came out Wednesday but probably surprised very few—thereby lessening the likelihood it surprises markets much either.
Friday’s US Q4 2011 GDP report showed growth continued—and accelerated for the third quarter in a row.
In economic news Tuesday, eurozone GDP grew modestly, US wholesale inflation was tame and US retail sales grew again.
GDP was nicely positive, and the eurozone finally seems to have a plan.
While peripheral Europe is often referred to collectively, this obscures the fact the issues confronted are different in magnitude, severity, potential resolutions and progress.
Amid steep market volatility, it’s important to recognize the widely discussed negatives but also to balance them against material economic positives to get a clearer view.
Debt ceiling dramatics came to a conclusion Tuesday, leaving many frustrated in its wake. Here’s a look around the news at what’s poking that frustration—and largely unnoticed remedies.
Isolationism has no place in economics or investment strategy.
While Q1 GDP was unchanged, dueling headlines said corporate profits both rose and fell.
Individual countries may hit economic bumps in the road to recovery, but on the whole that shouldn’t stop the positive forces propelling the global economy forward.
A new Fed survey shows banks are healthier and lending is improving, but profit margins may be squeezed awhile longer.
Preliminary US Q1 2011 GDP came in below expectations, but varying speeds in a growth cycle are perfectly normal.
China recently revealed the blueprint of its economic policies and objectives for the next five years.
Japanese protectionism plays a large role in the country's economic malaise. But reforms—including greater openness and free trade—could help buoy economic growth.
Growth continues to surge in the US thanks to increasing productivity.
China's attempt to avoid overheating without imperiling growth is a timely reminder of the diversity of Emerging Markets countries.
|This holiday season, we'd like to say thanks to corporate America for gifts given all year—and their gifts are the kind that keep on giving.|
|The Fed remained cautious in their most recent policy statement even as retail sales confirmed continued economic recovery on the verge of renewed expansion.|
The eurozone is on track to post an average year of economic growth.
|Fears are commonplace early in economic expansion—but a clear-minded review of US Q3 GDP shows many are simply ghost stories. |
|UK Q3 GDP doubled expectations and shows how even moderate growth can upset too-dour expectations. |
|Friday's US GDP release provided an interesting look back at the second quarter—and a trip way back to revise dated data.|
|While not a brand new story, rapid Emerging Markets growth is as current as ever.|
|German industrial activity shows not all is bleak in the eurozone.|
|The US economy expanded for the third consecutive quarter. |
|The US and most Emerging Markets beating Q4 GDP expectations signals the global economy is alive and well. |
|As US GDP grew at its fastest pace in six years, the pessimism of disbelief finds reason to doubt. |
|It's easy to think the developed nations make the world go round—but don't discount the up-and-comers. |
|Economic data—what's in those numbers? |
|Japan's new leadership continues to shake things up—leaving investors wondering what's next for the country's stock market.|
|British GDP declined for the sixth straight quarter, fueling fears the UK may recover slower than most countries.|
|US Q2 GDP was revised higher—but fears about the economy and consumer spending continue to weigh on many folks' minds. |
|Recent talk of the end of the global recession isn't new news to investors.|
|Stock prices dropped today on dour news from the banking and economic fronts.|
|GDP dropped 3.8% for Q4 2008—a dismal end to the year. Economic news will likely get worse in 2009, but expect the market to improve before the economy. |
|The heavy emphasis on the latest housing data belies its light GDP weight. |
|Thursday brought further global liquidity support and weak (though expected) preliminary third quarter GDP data. |
|US GDP was revised up from 1.9% to 3.3% for the second quarter, once again surpassing dour expectations. |
|Italy's economy contracted a bit in the second quarter, but global results are far more important than any single country. |
|As second quarter 2008 GDP came in stronger than expected, headlines still find reason to be gloomy.|
|Investors looking for anecdotal evidence miss some hard data, like transports, which remain strong--unlikely to happen during recession. |
|Economic growth continues positive to the tune of overly dour expectations. |
|Despite persistent fears to the contrary, consumers continue to spend. |
|The economy grew in the first quarter, but some still question whether the country is in a recession. |
|While some are swooning over the "worst economy in five years,” a sober analysis of preliminary US GDP figures released today shows an economy still on strong footing.|
|Though bad news from the residential housing sector continues making headlines, it won't have the long-term economic or market impact investors fear.|
|Global stocks bounced around this week and fears emerged that problems in the US have finally spread to the rest of the world. But in the global economy, it's a mistake to assign too much power to any one country. |
|Stocks took a walloping today on widely expected news tied to Financials' health and mortgage-related asset write-downs.|
|Globalization has made iconic baby-boomer utopian images of world unity closer to reality than ever.|
|Large and diverse economies (such as the US) require huge dislocations to impede economic growth—most concerns like subprime and new housing supply simply aren't big enough to matter.|
|Corporate profits are beating expectations.|
|Economies aren't like people.|
|The incompetence of government-run systems cannot be overstated, and we cannot belabor that point enough.|
|We've written before about how investors latch on to metaphors, often erroneous ones, in order to better understand economic and market concepts.|
|We've written often on this page about the importance of trade and the interconnectedness of the global economy, and how in turn these promote greater total economic growth.|
|It's official: US GDP growth slowed in the third quarter.|
Recent GDP reports show fundamental support for stocks.
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