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Today’s edition of our diary of weak Asian economic stats focuses on the recently released trade and industrial production numbers out of Thailand and the trade numbers from Hong Kong. The Thai economy is feeling the pain of the Chinese slowdown acutely even in the most…

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The Commodity Complex is Getting Decimated July 17, 2015

By Bryce Coward, CFA in Markets

As we look at our screen today we see basically all commodities down between 1-2%, but this is just the continuation of a much longer-term trend. Indeed, economically sensitive commodities like copper, crude, natural gas and aluminum (charts below) are all plumbing/trying to plumb new…

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Yesterday saw a few more weaker data points out of Australia and South Korea that are worthy of mention. Namely, Australian consumer confidence dropped again to around the lowest it’s been since 2009 and South Korea unemployment remained at its cycle highs. No matter what…

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Copper Prices Just Made a 6-Year Low July 07, 2015

By Bryce Coward, CFA in Markets

The downtrend in copper prices has been one of the most persistent trends in financial markets in recent years. Today that trend was confirmed again as prices made a new 6-year low. This price weakness is no doubt linked to slowing nominal GDP growth out…

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It seems as though each day we see more evidence of China’s economic slowing affecting its neighbors. When a force as large as China slows dramatically, we should expect as much. Here are today’s regional economic releases: Taiwan YoY export growth hitting multi-year lows: Taiwan…

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