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26 Feb 2024

Germany economic challenges in one chart

Source: Statistisches Bundesamt

22 Feb 2024

Germany’s manufacturing downturn unexpectedly deepens amid falling demand at home and abroad.

S&P Global’s PMI for the country’s industrial sector dropped to 42.3 from 45.5 the previous month – well below any economist estimate in a Bloomberg survey. The picture was brighter in France, where the contraction eased much more than analysts had predicted. Companies reported improving demand while expanding their workforce. Source: Bloomberg, HolgerZ

1 Feb 2024

China Factory Activity Expands Again, Private Survey Shows

Source: Bloomberg, C.Barraud

15 Sep 2023

From Wall Street to Main Street (aka workers want a bigger piece of the cake) => UAW members go on strike at three key auto plants after deal deadline passes

Half of US auto production is going offline tomorrow. - Thousands of United Auto Workers members went on strike at three key plants, after Detroit automakers failed to reach deals with the union by a Thursday night deadline. - The selected plants produce highly profitable vehicles for the automakers that largely continue to be in high-demand. About 12,700 workers – 5,800 at Stellantis, 3,600 at GM and 3,300 at Ford – will be on strike at the plants in total, the union said. The UAW represents about 146,000 workers across Ford, GM and Stellantis. Source: Goldman, CNBC

2 Aug 2023

Global Manufacturing PMIs and Global stocks seem to be in disagreement...

Source: Bloomberg,


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