You can’t understand China slowdown without understanding supply chains
Here, a US engineering professor argues that China’s economic slowdown is due in part to ...
ZIM: TAKING PROFITXPO: CPI BOOSTMAERSK: WINNERCHRW: TOP 'QUANT' PICKGXO: KEY EXEC OUTAAPL: 'MUSK RISK'EXPD: SELL-SIDE BEAR UPS TARGETUPS: SLIDINGZIM: SURGING ON TAKEOVER TALKEXPD: CASHING INCHRW: INSIDER SALEFWRD: TRADING UPDATE
ZIM: TAKING PROFITXPO: CPI BOOSTMAERSK: WINNERCHRW: TOP 'QUANT' PICKGXO: KEY EXEC OUTAAPL: 'MUSK RISK'EXPD: SELL-SIDE BEAR UPS TARGETUPS: SLIDINGZIM: SURGING ON TAKEOVER TALKEXPD: CASHING INCHRW: INSIDER SALEFWRD: TRADING UPDATE
Interesting and, in parts, slightly unnerving Bloomberg report on the macroeconomic outlook for countries around the world. The continuing weakness in Asia is driven by China’s ongoing slowdown, which is sucking many surrounding countries into its vortex; while asset bubbles in developed economies and depressed commodity prices are affecting a range of countries. Sweden, Norway, Malaysia and New Zealand have all been put on the “to watch” list, while Japan and the Philippines have been removed from it.
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