Tuesday, August 02, 2011

Quick Overview

  • (FT) Investors should remember that national accounts must sum to zero. Falling rich world public deficits lead to lower corporate profits, all else being equal. Something Mr. Market seems to know!!

  • Chinas Purchasing Managers’ Index rose from 50.7 in July to 50.9 in June – better than expected.


  • (Reuters) - Macau, the world's largest gambling market, blew past expectations to post a 48.4 percent rise in July gambling revenue, underscoring unflagging demand from China's newly minted millionaires and burgeoning middle class.


  • WXRISK (the weather site) has a category 4-5 hurricane potentially hitting east central China (Corn / Soy)

  • U.S. personal income rose 0.1% in June, while spending fell 0.2% -- on no confidence.


  • The U.S. ISM’s factory index fell to 50.9 last month from 55.3 in June.


  • The PPI remained stable in the EU 17 in June, rising by 0.1%


  • YoY Japan's monetary base rose 15.0 % in July.


  • Brazil’s trade surplus rose 74.4% YoY.


  • South Korea said it will expand the zero- tariff quota for refrigerated pork imports without limit by the end of September. Previously, 130,000 tons of fresh and frozen pork were subject to zero-tariff imports.

  • US corn futures climb the one-day 30c limit on increasing concerns about hot weather reducing output.
  • The Institute of Energy Economics for Japan (IEEJ) reported that alternative energy imports (Coal  ?) would rise significantly if local authorities kept reactors shut after routine maintenance due to safety concerns after Fukushima.
  • The 10 sieverts of radiation detected on Aug. 1 outside reactor buildings was the highest the Geiger counters used were capable of reading, indicating the level could have been higher!

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