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Tag Archives: manufacturing
The West’s Manufacturing Continues to Pay for Green Gesture Politics
The true economic cost of Western government’s obsession with fighting global warming is becoming increasingly apparent. News that a fifth of the UK’s soaring energy bills now consist of hidden environmental subsidies has brought home the cost of Britain’s economically suicidal commitment to reduce CO2 emissions by 80% within 40 years. It can’t be long before there is a political backlash from consumers and industry against the West's green gesture politics.
Posted in Companies, Global Warming Scare, Stockmarket, Uncategorized Also tagged China, climate, coal, EU, fuel poverty, Germany, renewable energy, steel, UK Comments closed
Bursting the Bubble of Chinese Competitiveness
What should alarm investors in Asia is the speed at which China is losing competitiveness. Inflation in China is probably more intractable than official headline statistics reveal, and because Chinese productivity is failing to keep pace with wage increases, while US productivity is far outstripping wage increases, the wage differential between the US and China is being compressed. So significant is the loss of Chinese competitiveness, that it’s argued that American manufacturing could experience a renaissance over the next five years.
Posted in Commodities, Companies, Economy, Uncategorized Also tagged China, Goldman Sachs, offshoring, onshoring Comments closed
Update: Germany Heads into the Double-Dip Zone
As the Angry Analyst warned, the fiscal austerity being implemented in Greece and the other Club Med countries would soon be felt because Germany has been relying on exports to these countries – not China – for growth. Economic sentiment, as measured by the ZEW institute, collapsed in September. This is particularly significant, because as can be seen from the accompanying chart, it leads the other key indicator produced by the IFO institute. And where this indicator leads, German industrial output is sure to follow.
Posted in Bond markets, Companies, Economy Also tagged banking, bond market, Deutsche Bank, Deutsche Postbank, double-dip, Germany, Greece, sovereign debt crisis Leave a comment
Benefits of a Weak Pound Kick In
The benefits of the weak pound are starting to kick in, as export volumes pick up. They may have made a minor contribution to overall GDP growth this year, which has been driven by domestic demand, but there are signs that businesses are investing on the back of it. British manufacturing may have recently piggy [...]
Unduly Rosy Indicators Disguise Real Slowdown Headed Germany’s way
Investors, and Germany’s central bank, need to be wary about jumping to the conclusion that the strong growth in the second quarter will continue. The fiscal austerity being implemented in Greece and the other Club Med countries is not yet reflected in the expectations that leading indicators measure, and contrary to media reports, exports to [...]
Germany’s Approaching Götterdämmerung