E-Treasury
@etmanalytics SA GDP should initially recover in h1 2015 off horrible 2014 levels, probably to around 2.5% annualised. And then growth will fall again.
@etmanalytics SA's GDP growth will be lucky to hit 1% for 2014. And this is likely the good year of the terrible triplets of 2014-2016.
@etmanalytics JSE Construction & Materials stocks. Looking ugly. Value, or value trap? http://t.co/NkbOqyQ0J3
@etmanalytics Japan now in its third official recession since the financial crisis. 1st: Q3'10 to Q2'11; 2nd: Q1'12 to Q4'12; 3rd Q1'14 to ??. #depression
@etmanalytics EZ Week Ahead: Sep trade bal (Mon); ZEW econ sentiment (Tue); Construction output (Wed); Nov PMI & Consumer conf (Thu); Draghi speaks (Fri)
@etmanalytics UK Week Ahead: Oct CPI & PPI (Tue); BoE minutes (Wed); Oct retail sales (Thu); Pub Sector borrowing (Fri).
@etmanalytics US Week Ahead: Industrial data (Mon); TIC flows (Tue); Housing data & Fed minutes (Wed); Oct CPI, Nov PMI, & home sales (Thu).
@etmanalytics SA Week Ahead: Oct CPI data (Wed) - consensus 5.9% y/y; SARB rate decision (Thu) - consensus unchanged repo 5.75%.
@etmanalytics Chinese banking sector non-performing loans at 2005 highs. Japan in recession. The Asian snare to the global economy.
@etmanalytics "the [Keynesian] multiplier concept has no basis in logic and should not be considered in policy." http://t.co/kfyBBsa5IT via @QJAEatMises

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