Wednesday, 1 October 2014

43—yes, 43—charts that explain how the global economy wobbled forward last month

US GDP was peppier than previously thought, rising at a 4.6% annualized rate in the second quarter



 US new home sales surged 18% in August, hitting a six-year high…



…which explains why the outlook among US homebuilders is brightening



…even though the much-larger market for existing homes fell 1.8% in August



US car sales surged in August


US-monthly-vehicles-sales-annualized-US-total-vehicles-sales-in-millions_chartbuilder (1)


…which juiced US personal spending



Companies continued investing, at least in the second-quarter



The US jobs report for August disappointed, with only 142,000 jobs created. (September numbers will be released on Friday.)



US inflation remains quite muted



…especially using the Fed’s favorite measure of price changes



American oil exports surged to levels not seen since the 1950s



US median incomes remain stuck where they were nearly 25 years ago



In China, the manufacturing economy continued to expand in September, which was better than expected



But Goldman Sachs slashed its economic forecast for the country



…as Chinese home prices have started to roll over


China-home-prices-monthly-change-China-city-home-price_chartbuilder


… and investment growth has been slowing markedly



 …along with the retail sector



 …growth in industrial production has hit a six-year low



…confirmed by a slump in electricity production, a good economic indicator



Japan continued to have trouble generating inflation, an ongoing struggle for Abenomics



And Japan registered its 26th-straight trade deficit


Japanese-trade-balance-Japanese-trade-balance-in-billions_chartbuilder


In Europe, second-quarter growth remained weak



Business lending continued to contract (pdf) …



…helping to push the continent toward deflation



…and the ECB to announce a surprise rate cut and quantitative easing plan in September



That announcement means the ECB will join the global money-creation party



There are some bright spots, irish property prices continued to rebound, led by a surge in Dublin



And the Irish economy looks like it is surging



In the UK, London’s average home price breached £500,000 (more than $815,000)…



…and British unemployment fell to its lowest level since 2008



Sweden’s GDP growth was better than expected in the second quarter


Sweden-GDP-year-on-year-change-Sweden-GDP-year-on-year-change_chartbuilder


Brazil’s unemployment rate ticked up to 5%, but remains quite low



In Russia, unemployment hit a record low



Kenya’s economy grew by 25% overnight



Indian inflation seems to have been tamed, falling to near five-year lows



Israel’s second-quarter growth was softer than first thought


Israel-quarterly-GDP-annualized-change-Israel-quarterly-GDP-annualized-change_chartbuilder



Colombian growth slowed in the second quarter, thanks to a weak energy sector



Remittances to the Philippines, the second-largest receiver of the cash flows, rose 6% year-on-year



Meanwhile, Canadian auto exports have surged, confirming demand south of the border



And Mexican remittances have fallen from the typical Mother’s Day peak. They’re up more 8% from last year, likely reflecting growing demand for workers in the US.



And down in Australia, the remarkable run of economic growth continued



New Zealand’s central bank first talked, and then pushed, down the kiwi dollar…



..which had been getting stronger as New Zealand’s economy is growing at its fastest pace in a decade


New-Zealand-GDP-year-on-year-change-New-Zealand-GDP-year-on-year-change_chartbuilder (1)




43—yes, 43—charts that explain how the global economy wobbled forward last month

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