Global Credit Impulse
Weakest in 20 years. Source.
Search Results for: credit impulse
China Credit Impulse and Cyclicals
We featured a few China Credit Impulse charts last two weeks (here and here). Here is another one – the fall in China’s credit impulse could lead cyclicals to roll …
China Credit Impulse and Commodities
China’s credit impulse is rolling over, which leads commodities by 9 months. It also, as shown before, spells trouble for global manufacturing Source.
China Credit Impulse
China’s credit impulse leads global manufacturing PMIs by 12 months. It just rolled over.
Commodity Supercycle
There is a lot of talk about a new commodity supercycle. This chart suggest it might be ending before it starts – remember China is the largest consumer of most …
52 Snippets from 2021
This year I did a bit more of my own writing. I also published nearly 400 Snippets. Here are 52 things I learned: Cornelius Vanderbilt, at one point, commanded one …