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Making Sense Eurodollar University Episode 37 Part 2

Summary:
Europe: The Case of the Missing Economy Europe's latest PMI scores tell us the continent is falling into re-recession, perhaps not unlike Japan. Where did the momentum disappear to? The USA has better PMIs but should that give us comfort? Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, submitting "Magnum PMI" script to Hollywood studio. Artwork by David Parkins. Topics & Time Codes 00:05 What do November's purchasing manager indices tell us about Japan's outlook? 02:52 Japan's PMI scores show not only what the nation is experiencing but its global customers 05:24 Europe's PMI scores - a few days behind Japan - were ATROCIOUS. 10:11 America's PMI scores look good! But does a PMI in 2020 mean the same as previous PMIs? 15:00 Absolute levels

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Europe: The Case of the Missing Economy

Europe's latest PMI scores tell us the continent is falling into re-recession, perhaps not unlike Japan. Where did the momentum disappear to? The USA has better PMIs but should that give us comfort?



Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, submitting "Magnum PMI" script to Hollywood studio. Artwork by David Parkins.



Topics & Time Codes

00:05 What do November's purchasing manager indices tell us about Japan's outlook?

02:52 Japan's PMI scores show not only what the nation is experiencing but its global customers

05:24 Europe's PMI scores - a few days behind Japan - were ATROCIOUS.

10:11 America's PMI scores look good! But does a PMI in 2020 mean the same as previous PMIs?

15:00 Absolute levels of economic activity are not as important as the change in the levels.



Articles Referenced

Deflation Returns To Japan, Part 2: https://bit.ly/33qhzAR

A Lesson In PMIs: Relative vs. Absolute: https://bit.ly/2HHWtpU

Alhambra Investments Blog: https://bit.ly/2VIC2wW

RealClear Markets Essays: https://bit.ly/38tL5a7



Podcast Locations

AlhambraTube: https://bit.ly/2Xp3roy



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Follow

Twitter: https://twitter.com/JeffSnider_AIP

Twitter: https://twitter.com/EmilKalinowski

Art: https://davidparkins.com/
Jeffrey P. Snider
As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base.

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