Oil Tag

Can Crude and Copper Keep Rallying with China Slowing?

14 May, by Knowledge Leaders Team in Economy

Yesterday saw the monthly slue of Chinese economic stats and the key feature among them was the continued broad-based weakness. The weakness in some of these statistics has been so pronounced (some things like IP and retail sales are at levels near or below those...

Has Sales Growth Peaked for the Cycle?

11 May, by Knowledge Leaders Team in Economy

Sales growth estimates for companies around the world began sliding towards the middle of 2014 as the price of oil began its months-long setback. In the first chart below we show the average and median company's next 12 month sales growth estimate for the MSCI...