21 August 2017 Chris Williamson
"Official data showed a poor start to the third quarter for US manufacturers, corroborating earlier survey data from S&P Global. Output fell...
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03 August 2017 Chris Williamson
"The July PMI surveys signalled another month of steady economic growth, with hiring gathering pace to an 18-month high as firms continued to...
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14 July 2017 IHS Markit Maritime & Trade Expert
This story originally published on Fairplay.S&P Global.com. Ports are facing slower growth as fundamental structural changes in the container...
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03 July 2017 Chris Williamson
"The global manufacturing economy saw sustained improvement in June, albeit with output growth slipping to the weakest since last September....
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23 June 2017 Bernard Aw
"Next week's data flow from the US, eurozone and Japan will be scrutinised to gauge how the respective economies are performing in the second...
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06 June 2017 Bernard Aw
"Survey data for May show Japan's private sector economy enjoying the strongest expansion in over three years, fuelling expectations that economic...
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15 May 2017
We reveal how short sellers are positioning themselves in companies announcing earnings in the coming week Consumer focused firms make up three...
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05 May 2017
"The S&P Global Weekly Municipal Summary provides a summary of the US Municipal market. To sign up to receive our weekly email update, click...
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04 May 2017 Bernard Aw
The upturn in China's economy lost further momentum at the start of the second quarter. Business activity growth slowed further from December's...
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02 May 2017
Find out the trends that drove the securities lending market over Q1 2017 Feature article on the evolution of specials In depth look at the regions...
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01 May 2017
The S&P Global Weekly Municipal Summary provides a summary of the US Municipal market. Download full article
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07 April 2017 Bernard Aw
"UK labour market data will play a key role in determining if policymakers need to take an increasingly dovish stance in coming months, and updated..."...
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20 March 2017 Robert Kolpin
"For nearly a decade, I've been part of a team that develops solutions to improve efficiency of OTC markets – mainly in credit, rates, equities...
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20 March 2017
We reveal how short sellers are positioning themselves in companies announcing earnings in the coming week RH most sees persistently high short...
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28 February 2017 IHS Markit Maritime & Trade Expert
This story originally published on Fairplay.S&P Global.com. Donald Trump's presidency should boost fee prospects within New York's maritime ......
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17 February 2017
A summary of the key ETF turnover trends according to S&P Global's Market Share Analysis platform. ETF secondary market volumes fell 7% compared...
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16 February 2017
European securities lending revenues are increasingly reliant on scrip dividends which have surged in popularity in the last ten years. Markit...
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14 February 2017 Chris Williamson
"Eurozone economic growth was revised down in the final quarter of last year, but the region still enjoyed a decent, steady pace of expansion...
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03 February 2017 Samuel Agass
"UK manufacturing production numbers are expected to increase next week, highlighting further resilience of the UK economy following the EU referendum..."...
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30 January 2017 Mario O. Moreno
US imports of Christmas trees & decorations to hit an eight-year high US containerized imports of Christmas trees and decorations stalled in...
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24 January 2017 Mathieu Ras
"In an environment dominated by uncertainty and highly influenced by regulation, legislation and government policies, the healthcare industry...
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06 January 2017
The Markit Agency RMBS Pool Summary gives a monthly performance snap shot of the Fannie Mae and Freddie Mac MBS specified pool markets.Download...
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05 January 2017
Gain insight into the Securities and Exchange Commission’s response to an increasingly high-profile Private Equity class.
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16 December 2016 Samuel Agass
"The week sees important updates on final third quarter GDP numbers for the US, France and the UK, while the Bank of Japan gathers to determine...
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15 December 2016 Chris Williamson
"Flash PMI data showed the eurozone economy ending 2016 on a strong note, with robust growth accompanied by rising price pressures. At 53.9 in...
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13 December 2016
Billingham discusses smart contracts, the potential for blockchain architecture to transform firms' internal networks, and the opportunity for...
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13 December 2016
The financial industry began 2016 with a host of blockchain promises. While many of these promises show encouraging momentum, a clear implementation...
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08 December 2016 Chris Williamson
November saw UK recruitment activity step up another gear as employers continued to shrug off Brexit uncertainty and focus on hiring. The monthly...
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02 December 2016 Bernard Aw
"After seeing only marginal growth in the third quarter, business conditions at Asian manufacturers have continued to improve at a modest pace...
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01 December 2016 Chris Williamson
"Global manufacturing expanded in November at the fastest rate since August 2014, according to PMI survey data. Growth was led by the developed...
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25 November 2016
The S&P Global Weekly Mortgage Snapshot provides a summary of the US securitised mortgage market.Download full article
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14 November 2016 Chris Williamson
"Euro area industrial production fell in September, according to official data, though the third quarter as a whole saw production grow at a...
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11 November 2016 Chris Williamson
"The UK's construction sector suffered its largest quarterly decline in output for four years in the three months to September, according to...
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04 November 2016 Chris Williamson
A solid employment report for October further clears the path for a December Fed rate hike. News of another decent rise in non-farm payrolls...
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04 November 2016 Chris Williamson
"Japan's economy lurched back into life at the start of the fourth quarter, with business surveys showing the strongest rate of growth since...
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14 October 2016 Chris Williamson
"UK construction activity fell sharply in August, putting the sector on course for its worst quarter for four years and at risk of heading back...
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07 October 2016 Chris Williamson
"A disappointing employment report for September is a setback for those banking on a Fed rate rise later this year, but has by no means shut...
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03 October 2016
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
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26 September 2016 Chris Williamson
"The US manufacturing sector ended the third quarter on a disappointing note, adding to signs that the economy has failed to gather significant...
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16 September 2016 Oliver Kolodseike
"There's a big focus on monetary policy during the week, with central banks in the US and Japan announcing their latest interest rate decisions....
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13 September 2016
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
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13 September 2016
"Despite a recent surge, credit risk globally is still way off the previous yearly highs, but 26 investment grade companies are continuing to...
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02 September 2016 Oliver Kolodseike
"Service sector and whole economy PMI results will provide additional information on global economic trends in the third quarter. Meanwhile...
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29 August 2016
A review of how short sellers are positioning themselves ahead of earnings announcements in the coming week. Canadian banks are key focus of...
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25 August 2016 Chris Williamson
The August Markit flash PMI surveys indicate that the US economy continued to expand at only a modest pace in August. Slower growth of demand...
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03 August 2016 Chris Williamson
"A welcome uptick in the final Eurozone PMI numbers presents a slightly better picture than the slowing signalled by the earlier flash reading...
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22 July 2016 Chris Williamson
"Japan's manufacturing economy saw business conditions deteriorate for a fifth successive month in July, suggesting the industrial downturn has...
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13 July 2016 Mario O. Moreno
US poultry exports tumbled 13.0 percent in 2015 for a total volume of 3.5 million metric tons
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08 July 2016 Chris Williamson
"US employment growth rebounded with a vengeance in June, but the underlying trend remains one of a slowdown in hiring, and it's far from clear...
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08 July 2016 Chris Williamson
"The number of people placed in permanent jobs by recruitment agencies fell in June, dropping for the first time since September 2012 as Brexit...
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05 July 2016 Chris Williamson
"The PMI surveys indicate that the pace of UK economic growth slowed to just 0.2% in the second quarter, losing further momentum in June as Brexit...
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30 June 2016 Chris Williamson
Signs of early Brexit worries affecting the economy were provided by official data showing business investment falling in the first quarter of...
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23 June 2016 Chris Williamson
"PMI data suggest that the Japanese manufacturing economy remained mired in a renewed downturn in June, with the survey also flashing warning...
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21 June 2016
"After enjoying a recovery following January and February's market volatility, risk in the CLO market is on the rise again amid tighter regulation....
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20 June 2016 Relte Stephen Schutte
A review of how short positions have changed ahead of the UKs referendum vote this week. The tight vote sees short sellers unwilling to take...
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09 June 2016 Relte Stephen Schutte
Uncertainty around the UK's referendum has already negatively impacted UK companies but has just ticked higher as we near to the vote. An exit...
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06 June 2016
"High yield oil and gas bonds have rebounded strongly from the lows seen in February, benefitting the wider high yield bond asset class. Markit...
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31 May 2016
"The IMN Investors' Conference on CLOs and Leveraged Loans on May 16-17 in New York brought together several hundred professionals from the syndicated..."...
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12 May 2016
"The prospect of the ECB buying up corporate bonds, potentially squeezing supply in the sector, has meant investors have looked for alternative...
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22 April 2016 Chris Fenske
"The European Central Banks's (ECB) decision to cut interest rates and increase the size of its QE programme set the tone for market sentiment...
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19 April 2016
"As momentum has gathered around the impeachment of Brazilian President Dilma Rousseff, credit risk in largest Latam economy has been falling....
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14 April 2016
Hopes are riding high that this weekend's oil producer meeting in Doha could see major producers address the current supply glut which has lifted...
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06 April 2016 Chris Williamson
"Global economic growth was running at its weakest for over three years in the first quarter, according to PMI data. The JPMorgan Global PMI...
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22 March 2016 Chris Williamson
The eurozone saw renewed signs of life at the start of spring. The PMI showed a welcome end to the worrying slowdown trend seen in the first...
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21 March 2016 Relte Stephen Schutte
A review of how short sellers are positioning themselves ahead of earnings announcements in the coming week. Surge in demand to borrow Sunedison...
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15 March 2016 Philip Leake
"Nigeria's private sector economy slipped into reverse gear during February, according to the latest PMI data compiled for Stanbic IBTC Bank...
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02 March 2016 Mark Schultis
With margins down in the syndicated loan market, asset managers are seeking to operate as efficiently as possible. However, operational friction...
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02 March 2016
Credit risk in the region has fallen rapidly since mid-February's highs, but some single names continue to exhibit heightened levels...
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22 February 2016 Chris Fenske
The sharp drop in China's stock markets at the start of 2016 triggered the largest January decline in global equity markets in history. The weakness...
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17 February 2016 Chris Williamson
"Households are feeling less downbeat about their finances, but this appears to be largely a reflection of expectations of interest rates staying...
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11 February 2016 Meda Al-Rowas
Can the Islamic State expand to Saudi Arabia and the Gulf States?
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09 February 2016 Relte Stephen Schutte
"The potential for a prolonged sub-to-near-zero interest rate environment has turned the market tide against European banking shares, but investor...
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08 February 2016
Global economy starts 2017 on the front foot, PMI at 22-month high
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04 February 2016
Despite a steady US housing recovery, recent liquidity pressures have led to a fall in Non-Agency RMBS prices. Primary dealer holdings of USD...
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03 February 2016 Chris Williamson
"January saw business activity in India rebound after being beset by extensive flooding late last year. The Nikkei PMI surveys, compiled by Markit...
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25 January 2016
"New banking rules have increased the cost of subordinated bank debt, with Europe's weaker institutions coming under investor scrutiny. The Markit...
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22 January 2016
"Credit markets reacted positively to fresh dovish ECB rhetoric, while US and European banks continue to see credit risk soar. Italian and Spanish..."...
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06 January 2016 Relte Stephen Schutte
"Crossing $3trn in global AUM at the close of 2015, ETFs continue to garner the support of investors however volatility in emerging markets and...
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18 December 2015 Oliver Kolodseike
"Following the Fed's decision to raise interest rates for the first time in nearly a decade, the US sees the release of revised third quarter...
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16 December 2015 Chris Williamson
"The eurozone economy enjoyed a comfortably solid end to 2015, though policymakers are likely to remain disappointed by the relatively modest...
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10 December 2015
The commodities slump has hurt resources bond returns on both ends of the quality spectrum but highly rated oil and gas bonds have proven more...
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09 December 2015 Chris Williamson
Japan's recent recession has been revised away after new data show the economy to have grown in the third quarter. The revision confirms our...
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02 December 2015 Relte Stephen Schutte
"Wearables continue to gather momentum this festive season with Fitbit receiving a bullish upgrade from analysts, but growing short sentiment...
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01 December 2015
"Falling metal prices have seen steel firms caught in the crosshairs of short sellers throughout 2015, although bearish sentiment has begun to...
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01 December 2015 Chris Williamson
"Manufacturing in Asia more or less stagnated for a second successive month in November, though the steady picture represents an improvement...
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19 November 2015
"UK retail sales fell slightly more than expected in October, but the decline looks to be a one-off and masks a reassuringly solid underlying...
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17 November 2015
"Investors punished Rolls-Royce last week while short sellers banked profits, highlighting the uncertainty faced by the aerospace industry as...
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10 November 2015 Chris Williamson
"Global economic growth ticked higher in October, with robust expansions in the US, UK, eurozone and Japan accompanied by an improved performance...
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03 November 2015
"Global manufacturing started the fourth quarter showing tentative signs of renewed life. Global factory output The JPMorgan Global Manufacturing...
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02 November 2015
"China's manufacturing economy started the fourth quarter on a firmer footing, with the sector still in decline but the rate of contraction easing...
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28 October 2015
"UK shares have been on a tear so far this quarter, which has prompted short sellers to trim their positions from the recent highs seen at the...
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28 October 2015
"Markit's bond pricing service suggests liquidity in the UK bond market is significantly lower relative to its European and US peers, with global...
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21 October 2015
Platinum has seen its price lag behind gold in recent weeks as mining shares come under increased negative sentiment. Platinum ETFs have seen...
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20 October 2015
The third quarter has so far seen trading reliant banks disappoint investors while their universal peers have proved much more resilient and...
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14 October 2015
"The recent American Apparel bankruptcy highlights the challenges facing certain clothing retailers within the Consumer Discretionary sector...
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09 October 2015
"Bonds rally after September woes, although bank risk surges. Bond investors demand more for big M&A deal. HY bond ETFs have seen $1.9bn of inflows...
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08 October 2015
Emerging market downturn intensifies
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05 October 2015
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
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01 October 2015
"Global manufacturing remained stuck firmly in the slow lane at the end of the third quarter, hindered by slumping demand in many key emerging...
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01 October 2015
"China's economy contracted at the steepest rate for over six-and-a-half years in September, according to survey data, as falling manufacturing...
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29 September 2015
"On average short sellers have covered positions in US home builders as the housing market continues on an almost five year rally. However, certain...
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24 September 2015
The week sees the release of worldwide manufacturing PMI results plus unemployment and consumer price numbers in the eurozone. The publication...
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24 September 2015
"A renewed weakening of growth in the manufacturing economy adds to Japan's woes, as evidence mounts that the various stimulus measures introduced...
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09 September 2015
"European covered bonds are the sole corporate bond sector still in positive total return territory for the year so far, encouraging ETF investors...
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04 September 2015
"Market volatility and inflation concerns have opened the door for the ECB to do more quantitative easing (QE), while the latest US jobless claims...
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03 September 2015
"The final Markit Eurozone PMI" rose to 54.3 in August, up from 53.9 in July, and above the earlier flash estimate. The data signalled the fastest...
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28 August 2015
"A deal between Ukraine and its creditors has pushed its default risk to 2015 lows, while encouraging US GDP figures have raised September hike...
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27 August 2015
"Momentum investing has proven to be a winning strategy since the start of the year, which has seen investors clamour to gain exposure to the...
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17 August 2015
"Investor demand for gold has hit a six year low as the price of the commodity retreats in earnest, forcing precious metal mining firms to drastically...
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07 August 2015
Latest evidence from Markit's recruitment industry survey showed a continued slowdown in growth of recruitment activity during July. The KPMG/REC...
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05 August 2015 Dr. Michael Shaeffer with Mack Brothers
Mack Brothers of S&P Global sat down with Dr. Michael Schaeffer of Siemens AG to discuss Siemens' commitment to "relentless innovation.
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05 August 2015
"Business conditions deteriorated in Hong Kong for a fifth successive month in July, according to the Markit-compiled Nikkei PMI", with the rate...
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30 July 2015
"Latest PMI data signalled that the Austrian manufacturing sector grew at its strongest pace in nearly one-and-a-half years during July, adding...
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27 July 2015 Mocuta, Simona
Despite slowing global economic growth, diplomats in Asia are negotiating even more free trade agreements for their own reasons.
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27 July 2015
"Despite their ability to hold many of the required attributes to classify as high quality collateral, many market participants don't accept...
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27 July 2015
"The recent commodity downturn has sent Latam corporate bond yields surging, just as the US looks set to raise interest rates. Brazil's 5-yr...
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23 July 2015
Falling retail sales and widespread price discounting will strengthen the conviction of dovish policymakers that underlying inflationary pressures...
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22 July 2015
"The prospect of a US rate rise is looming ever closer, prompting the equity market to shun the companies which are most reliant on debt financing....
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14 July 2015
"Covered bonds have been largely shunned by investors seeking income, but their resilience amid market volatility has seen them outperform this...
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03 July 2015
"The UK PMI surveys indicate that the pace of economic growth rebounded in June, recovering from what appears to have been a brief lull caused...
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01 July 2015
A sharper than expected manufacturing slowdown adds to signs that UK economic growth could disappoint in 2015. The disappointment caused sterling...
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01 July 2015
"The Greek debt crisis continued to take a toll on the economy in June, with the country facing a deepening recession as consumer and business...
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26 June 2015
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
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26 June 2015
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
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26 June 2015
A review of how short sellers are positioning themselves in stocks ahead of earnings announcements in the coming week. Greenbrier still feeling...
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25 June 2015 Chris Williamson
"Survey data signalling robust second quarter economic growth, strong employment gains and rising inflation add to pressure on the Fed to hike...
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19 June 2015
"Grexit concerns have intensified over the past week, roiling credit markets in Europe; while US and emerging markets shrug off Greece concerns...
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18 June 2015
"The release of flash PMI results will provide first insights into global economic trends in June, while the US sees the release of durable goods...
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16 June 2015
"Inflation rebounded in May, bringing an end to the country's brief foray into deflation. Having dipped into negative territory in April for...
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05 June 2015
"Further volatility in sovereign bonds has seen investors move to protect against higher yields, while Brazil's Petrobras returns to the markets...
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01 June 2015 Jan Gerhard
New EU rules aim to make it easier for member states to decide on GMOs.
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01 June 2015 Jamie Fox, M.Sc.
Indoor positioning on services like Google Maps and accessible via smartphone is edging closer to mass acceptance.
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01 June 2015
"Global manufacturing eked out only very modest growth again in May. The JPMorgan PMI, compiled by Markit, rose from April's 21-month low of...
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29 May 2015
Bond yields remain high but calm in Greece as June repayment tests approach; while despite municipal credit creeping higher investor demand remains...
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28 May 2015
"Worldwide manufacturing and services PMI releases, plus a labour market update and factory orders numbers in the US, are data highlights of...
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28 May 2015
"UK economic growth slowed sharply in the first quarter of the year, denting widespread hopes that the pace of expansion would get revised higher....
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27 May 2015
"Covered bonds remain out of favour with investors, but the recent reduction in volatility may help kick start the market. Covered bond yields...
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18 May 2015
"Business survey data show the global economic upturn being powered by rising spending by consumers on food and drink, as well as a range of...
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15 May 2015
A review of how short sellers are positioning themselves in stocks ahead of earnings announcements in the coming week. Retailers and oil & gas...
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12 May 2015
"In the wake of dollar strength and slowing economic growth, investors continue to pull capital from Chinese ETFs whereas emerging markets funds...
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05 May 2015
"Greece shows further signs of having slid back into recession, adding to indications that the economy is suffering as tensions mount ahead of...
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05 May 2015
"The global manufacturing economy expanded at the slowest rate for almost two years in April. The JPMorgan Manufacturing PMI, compiled by Markit...
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01 May 2015
Oil price stability has helped oil firms adapt, while another corporate default in China looms. Markit iBoxx USD Liquid High Yield Oil & Gas...
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01 May 2015
A review of how short sellers are positioning themselves in stocks and which companies are expected to cut dividends in earnings announcements...
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29 April 2015 Yoonsung Chung
4K/UHD is fueling hopes among display makers that consumers will buy new devices that deliver ultra-high-definition images.
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29 April 2015
"Borrowing US equities using non-cash collateral has surged in popularity in the last few years, a trend that non US beneficial owners have been...
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29 April 2015
"Despite the growing possibility of another coalition government of uncomfortable bedfellows, the debt market's perception of UK credit has remained...
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28 April 2015
The rising price of iron ore has seen debt markets treat the three main Australian iron ore producers with increased bullishness. BHP Billiton's...
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22 April 2015
"Survey data collected from just under 2,000 employees in March and April point to disappointingly weak UK pay growth in 2015. The representative...
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22 April 2015
"UK households are seeing the largest increase in incomes since the recession struck, according to survey data, helping to push down both existing...
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22 April 2015
"Despite Kaisa Group's recent default on its dollar denominated bonds, the rest of the offshore listed Chinese bond market has shown little sign...
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13 April 2015
Analysts have forecast further weakness in commodities exposed stocks in the lead up to the first quarter earnings season: a trend that is starting...
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02 April 2015
"Worldwide services PMI releases, plus industrial production data for a number of European countries are data highlights of the week. Interest...
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26 March 2015
"The US economy is showing signs of regaining momentum after the slowdown seen at the turn of the year, increasing the likelihood of interest...
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24 March 2015
Macau casinos continue to suffer as high roller VIP clients reduce gambling spend while China's economy slows and short sellers take advantage...
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24 March 2015
"Business conditions across the world's major economies continue to diverge in March, according to flash PMI data, highlighting the need for...
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17 March 2015
"Dwindling yields are making subordinated debt a star performer in Europe; a trend that corporates have been to embrace. Hybrid bond, as measured...
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16 March 2015
"The results of the Fed's stress tests have seen US bank CDS spreads tighten, but they still lag their European peers. Four of the five global...
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11 March 2015 Chris Williamson
"Looking through the volatile official data, which showed factory output falling in January, the underlying trend in manufacturing remains positive...
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09 March 2015 Laurence Allan, Ph.D.
The Pacific Alliance hopes to deepen economic integration in Central and South America by enhancing free circulation of goods.
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03 March 2015
February saw shares which offer an attractive dividend yield compared to long term average perform well. But investors need to be wary of falling...
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02 March 2015
"As the assets managed by Apac-focused ETFs reach an all-time high, individual investors have remained cautious of high risk names. Record high...
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26 February 2015
"The recent oil price stump has provided more alpha for investors to exploit, but short sellers have shown little appetite to take the other...
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25 February 2015
"The output of China's factories barely grew again in February, limited by a steep drop in export orders. The data suggest that recent efforts...
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24 February 2015
"Stronger growth of service sector activity in February puts a June Fed rate rise firmly on the table, although low price pressures imply the...
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20 February 2015
"This week's highlights come from the US, where revised fourth quarter GDP numbers are released alongside inflation and durable goods orders...
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20 February 2015
"At last, the French economy appears to be reviving, enjoying its best growth spell for three-and-a-half years, buoyed by lower prices and increased..."...
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19 February 2015
South East Asian economies have continued to outperform global growth statistics; a trend that has not gone unnoticed by yield starved investors....
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18 February 2015
"Mario Draghi's aim of kick starting inflation across the eurozone seems to be paying off, according to recent activity in the bond markets....
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10 February 2015
European equities trading enjoyed a successful year, with volumes surging across the board, according to the 2014 Markit MSA full year results....
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09 February 2015
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
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09 February 2015
"Contrary to previous market bull runs, the recent market highs have been driven by historically safe names as low beta shares have largely outperformed..."...
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04 February 2015
"The global economy started 2015 on a weak footing, according to PMI survey data, although the rate of expansion picked up slightly compared...
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30 January 2015
A review of how short sellers are positioning themselves in companies due to announce results in the coming week. 126% increase in short interest...
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30 January 2015
"The pace of US economic growth slowed sharply at the end of last year, easing more than economists had generally expected. However, the data...
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30 January 2015
"Spain's economy is enjoying its strongest growth for seven years, boosted by broad-based expansions across manufacturing and services. The country...
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27 January 2015
A recent report released by Markit's Research Signals reveals the significant outperformance of REITs in 2014 versus the broader market. Here...
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23 January 2015
"Business conditions continued to improve among US factories at the start of the year, though the rate of growth continued to cool from the scorching...
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21 January 2015
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
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21 January 2015
"Unemployment has sunk below 6.0% for the first time in just over six years, wage growth is rising in real terms at the fastest rate since 2008...
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20 January 2015
China’s economy grew at its slowest rate in almost a quarter of a century last year, with growth losing momentum in the final quarter of the...
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13 January 2015
"Weak price inflation, a hyper competitive atmosphere and price conscious customers have plagued retailers in the UK, particularly the supermarket...
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09 January 2015 IHS Markit Expert
In uncertain times, visibility into the future grows murky.In this issue we explore sources of uncertainty and how to improve foresight for competitive...
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08 January 2015
"The week sees the release of industrial production numbers and inflation data for the eurozone and the US, with the latter also seeing the publication...
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08 January 2015
"The Bank of England's Monetary Policy Committee (MPC) left interest rates on hold at the opening meeting of 2015, as expected. It's likely that...
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02 January 2015 IHS Markit Expert
If market conditions permit, a significant upturn in residential/non-residential building could result in 2015. If housing starts jump, so will...
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02 January 2015 Mark Ulmer
For companies unable to raise prices, savvy procurement is critical to maintaining profit via cost savings-up to 10% of annual material spend...
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02 January 2015 IHS Markit Expert
Foresight is defined as the ability to predict the future. Companies can strive to improve their foresight by improving the quality and quantity...
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19 December 2014 Guy Anderson
Among the consequences of emerging countries' growing share of the global defense procurement market has been an accompanying rise in their use...
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19 December 2014
"Over 540 ETFs launched during 2014. Trends in the listing regions, asset flows and exposure can now be revealed at the year-end. The 547 ETPs...
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16 December 2014
"As the year winds down with a bout of volatility, we look back at the trends that paid off for short sellers over the last 12 months. 262 of...
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11 December 2014 David Weisberger
"Virtually all market participants agree that the notion of "One Size Fits ALL" that currently describes the US equity market structure is flawed....
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11 December 2014
Images of the Greek default in 2010 and 2011 are back and investors have been quick to move funds out of the country as scenarios of political...
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10 December 2014
Worse than expected export performance and a steeper than anticipated drop in inflation are seen as factors raising the chances of further policy...
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05 December 2014
"The European Central Bank made no changes to interest rates or other non-conventional policy tools at its December meeting, dashing any hopes...
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01 December 2014
"Global manufacturing grew at the slowest rate for 14 months in November, according to PMI survey data. The JPMorgan Global Manufacturing PMI"...
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27 November 2014
"News of yet another robust expansion of the UK economy in the third quarter was marred by details in the report showing a drop in business investment,..."...
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26 November 2014
"Falling energy prices and the new republican leadership have halted the momentum of solar shares over the last few months, with short interest...
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14 November 2014
"Russia's apparent incursion into Ukraine reignites geopolitical risk Ukraine's CDS spreads hit 1,500bps for first time in almost five years...
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07 November 2014
"A drop in exports over the third quarter adds to the recent flow of disappointing data on the health of the UK economy. However, exports rose...
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06 November 2014
The Bank of England's Monetary Policy Committee left interest rates at their record low of 0.5% again at their November meeting. The stock of...
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04 November 2014
"With developments mirroring the recent plight of high cost oil producers in the face of sinking oil prices, we analyse investment flows and...
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03 November 2014
"The UK manufacturing sector made a bright start to the final quarter of 2014, with rates of expansion in production and new business accelerating...
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31 October 2014
Italian bank Monte dei Paschi emerges as the loser after ECB stress tests Monte dei Paschi's spreads extremely volatile while capital plans are...
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29 October 2014
Markit recently integrated publically disclosed short positions into its securities finance platform. We review the latest snapshot of the publically......
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23 October 2014
"The highlights of the week come from the US, where GDP data for the third quarter and Flash US Services PMI data are released and the Board...
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23 October 2014
"At 56.2 in October, down from 57.5 in September, the seasonally adjusted Markit Flash U.S. Manufacturing Purchasing Managers' Index" (PMI")1...
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20 October 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
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17 October 2014
Macroeconomic uncertainty is fuelling volatility and pushing earnings into the background Solid results from US banks Volatility possibly exacerbated...
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10 October 2014
We review how short sellers are reacting to companies due to announce earnings in the second week of the third quarter results season. Athenahealth...
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08 October 2014
"As Japan's currency falls to its lowest level in over five years against the dollar, we look at strategies used by ETF investors to play this...
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08 October 2014
"The economic situation in China appears to be improving since earlier in the year. The HSBC PMI surveys, produced by Markit, collectively suggest...
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02 October 2014
"As Apple becomes a force for change amongst smart watch makers, we look at investor sentiment towards GPS and personal navigation firms in the...
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01 October 2014
"Japanese manufacturers are clearly still struggling after the country raised its sales tax on 1st April, though perhaps not as much as official...
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29 September 2014
"In the wake of the highly anticipated Alibaba listing, we investigate whether investors are playing the fact that Yahoo, which now owns 16%...
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26 September 2014
"The US economy grew faster than previously thought in the second quarter, according to revised official data, expanding at the steepest rate...
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25 September 2014
Worldwide manufacturing and service PMI releases plus updates on the US labour market and factory orders are highlights of the week. Other standouts...
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22 September 2014
"As Apple gets ready to enter the watch market, we have seen short interest in its potential competitors surge over the last few months. Swatch...
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19 September 2014
We review how short sellers are reacting to companies due to announce earnings in the week to come. Arc Group is the most shorted company after...
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17 September 2014
"UK unemployment continued to fall in July, but wage growth remained stuck at an all-time low. There was little therefore in the latest official...
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09 September 2014 Hanna Luchnikava
Newly elected PM Narendra Modi is poised to institute structural reforms to address India's economic challenges, which include low investment...
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04 September 2014
"The global economy continued to grow at a robust pace in August, with the rate of expansion dipping slightly but remaining close to the strongest...
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04 September 2014
"Economic growth in Germany's private sector slowed in August, according to latest PMI results. Growth in the internationally-focused manufacturing...
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03 September 2014
"Eurozone output expanded for the fourteenth successive month in August, according to the latest PMI surveys from Markit. At 52.5 in August...
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02 September 2014
"With a growing portion of US companies choosing to head across the border for tax purposes, we look at the current proportion of S&P 500 dividends...
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02 September 2014
"A relatively stable headline global PMI in August masked varying regional trends across the world's factories. The JPMorgan Global Manufacturing...
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21 August 2014
The week sees updates on inflation and unemployment for the eurozone amid industrial production numbers and labour market data for Japan. Other...
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21 August 2014
"The Markit Flash Eurozone Composite Output Index gave back the ground it made in July, posting 52.8 in August, down from 53.8. The headline...
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15 August 2014
Retailers dominate the list of the most shorted companies in the US UK listed Quindell sees record high short interest ahead of earnings Australian...
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08 August 2014
"Official data on the health of the UK construction industry have been surprisingly disappointing so far this year, but there was some better...
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08 August 2014
"Surging demand for staff and a record deterioration in staff availability led to a further steep increase in pay rates in July, according to...
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05 August 2014
HSBC China Composite PMI" data (which covers both manufacturing and services) signalled a third consecutive monthly expansion of Chinese business...
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01 August 2014
The legal machinations of the CDS market are probably not the main concern of Portugal's national government and its biggest bank. But the travails...
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24 July 2014
"At 56.3 in July, down from 57.3 in June, the seasonally adjusted Markit Flash U.S. Manufacturing Purchasing Managers' Index" (PMI") signalled...
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24 July 2014
"UK retailers are enjoying their spell for a decade in terms of sales growth, despite seeing disappointing performances in May and June.Download...
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14 July 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
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11 July 2014
"The construction industry moved into reverse in May, according to official data. The weakness of these data alongside disappointing manufacturing...
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08 July 2014
"Britain's factories saw a surprise drop in output in May, which will add to arguments that the recovery remains too fragile for policymakers...
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03 July 2014
Yet another strong service sector PMI number indicates the UK economy continued to boom at the end of the second quarter. Alongside similar surveys...
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27 June 2014
A lack of any upward revision to economic growth in the first quarter increases the chances of the first hike in interest rates being pushed...
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25 June 2014
"With US airlines soaring to previously unseen highs, we review the factors most favoured by investors over the last 18 months. Companies best...
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25 June 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
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23 June 2014
"June data pointed to a robust and accelerated improvement in the performance of the U.S. manufacturing sector. At 57.5 in June, up from 56.4...
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23 June 2014
Worries that China's economy is facing a so-called 'hard-landing' will be alleviated as the manufacturing sector returned to growth in June.Download...
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20 June 2014
"We remarked last week that, while Argentina is among the favourites to lift the World Cup, it is the outstanding favourite to be the next sovereign...
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17 June 2014
"Where Uber and its imitators have gained traction, companies offering traditional taxi provisions are beginning to flail. We've seen short sellers...
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16 June 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
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10 June 2014
"Britain's factories are booming, enjoying their best spell of growth for four years, according to the latest official data. The data not only...
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03 June 2014
Heavily shorted shares have underperformed the rest of the universe in Europe for the second month running in May. We review the shares currently...
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29 May 2014
"The week sees the manufacturing, services and whole economy PMI reports released worldwide amid policy announcements from the Bank of England...
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29 May 2014
"The US recovery took a backward step in the first quarter, most likely the result of many parts of the country having been battered by extreme...
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20 May 2014 IHS Markit Expert
Big investment opportunities exist in Indonesia's car and transport sectors. A risk is that the next government might withdraw support for auto...
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20 May 2014
The threat spectrum has broadened to new players, technologies, and regions. More information must be collected and analyzed to combat it. To...
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19 May 2014 Raad Alkadiri, M.Phil. Natznet Tesfay, B.A., M.Sc.
New insight into innovation, change, and disruption across the extended supply chain.
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19 May 2014 Tom Skomba
China is flexing its military muscles, in large part to satisfy its insatiable demand for resources. The consequences and resulting competition...
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12 May 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
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08 May 2014
Markit iBoxx fixed income monthly market monitorDownload full article
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07 May 2014
"April's PMI surveys signal a strong start into the second quarter, with the rate of activity growth in Germany's private sector economy accelerating...
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06 May 2014
"The April UK PMI surveys signalled a strong start to the second quarter, signalling an acceleration in the rate of economic growth to the fastest...
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06 May 2014
"The recovery in the eurozone economy gathered pace at the start of the second quarter, with the combined output of the manufacturing and service...
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02 May 2014
We review how short sellers are reacting to companies due to announce earnings in the week to come: Pharma company Myriad Genetic is the most...
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15 April 2014
Frontier markets have struck a chord with investors while emerging markets have stumbled. We highlight the outperformance alongside possible...
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04 April 2014
Markit iBoxx fixed income monthly market monitorDownload full article
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03 April 2014
The March PMI" surveys signalled a strong end to what looks to have been another quarter of above-trend economic growth of at least 0.7%. Growth...
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03 April 2014
"As the US Federal Reserve continues to cut back its asset purchases, in a process often referred to as the "taper', much has been made of the...
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01 April 2014
"After a tenuous start to the year, investors have a renewed appetite for risk having returned to the trades favoured during the bull run of...
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10 March 2014
February's global sector PMI data dump showed a broad-based expansion of business activity across all eight groups monitored by the business...
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26 February 2014
"The UK economy grew less than first thought last year, but the estimate for the fourth quarter was left unchanged at 0.7% and the details of...
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14 February 2014
"Official data showed that the eurozone's largest economy expanded a consensus-beating 0.4% in the final three months of 2014, adding to survey...
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07 February 2014
"UK manufacturing continued to recover at a robust pace in the final months of 2013, buoyed by a welcome revival in exports, according to official...
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03 February 2014
"Global manufacturing continued to expand at a robust pace in January, with growth easing only slightly from December's recent high. However...
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31 January 2014
"The Markit/JMMA PMI signalled a survey-record increase in manufacturing output in January, with higher production fuelled by the largest monthly...
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28 January 2014
Risk assets bounced back today as the recent turbulence in emerging markets abated.Spreads in developed markets spiked upwards last week amid...
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28 January 2014
"The UK economy continued to grow at a robust pace in the final quarter of last year, confirming that the country is seeing the best period of...
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23 January 2014 IHS Markit Expert
The editors' pick of figures selected from the premiere issue of IHSQ including tons of plastics used by the electronics industry, the size of...
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23 January 2014
"At 53.7 in January, down from 55.0 in December, the Markit Flash U.S. Manufacturing PMI, which is based on approximately 85% of usual monthly...
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22 January 2014
"The rate of unemployment in the UK continued to collapse in November. The headline rate fell from 7.4% to 7.1% in the three months to November...
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21 January 2014
"Recent official data on economic growth have diverged markedly from the PMI business survey data. However, a closer examination of the data...
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15 January 2014
"The German economy grew moderately in 2013, according to Germany's Federal Statistical Office (Destatis). Gross domestic product rose 0.4% over...
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13 January 2014
UK supermarket chain WM Morrison was a notable underperformer on Monday amid reports that it could restructure its property portfolio - to the...
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09 January 2014 J. Scott Lockhart
The demand for nonfinancial performance and sustainability information is a business imperative and an opportunity to forge a smarter, more competitive...
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09 January 2014
"Official data indicated that UK goods exports rebounded in November, but the recent trend remains far weaker than indicated by business surveys....
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08 January 2014
"Rising exports and falling imports pushed the German trade surplus to a near record high in November, suggesting trade will have helped boost...
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24 December 2013
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
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16 December 2013
"Manufacturing business conditions in the U.S. improved solidly in December, despite the rate of growth having eased slightly over the month....
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16 December 2013
"The rate of expansion of China's manufacturing economy slowed slightly in December, according to Markit's flash PMI produced for HSBC. The PMI...
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12 December 2013
"The rate of unemployment in the UK dropped in the three months to September from 7.7% to a four-year low of 7.6%, catching many analysts by..."...
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11 December 2013
"EU leaders failed to reach agreement on a banking union, but this didn't stop bank CDS spreads rallying on Wednesday.A draft document was released...
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05 December 2013
"Italy's construction sector looks set to remain a drag on GDP in the final quarter of the year, with businesses in the industry having recorded...
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04 December 2013
"If investors were looking for clues on Friday's US non-farm payrolls, they may have emerged confused after conflicting datasets were released.The...
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28 November 2013
"European credit markets drifted aimlessly on Thursday as activity dropped due to the US Thanksgiving holiday.Despite this, there were several...
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25 November 2013
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
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20 November 2013
European credit markets staged a tentative rally ahead of the latest minutes from the US Federal Reserve.Afternoon reports that the ECB is discussing......
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18 November 2013
A dearth of significant news in the Western Hemisphere on Monday left the way clear for China to dominate the agenda. The Chinese government...
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14 November 2013
"Economic growth ground to a near standstill in the euro area in the third quarter, reflecting a renewed downturn in France and a near halving...
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08 November 2013
"Markit's global financials PMI data signalled a slower rate of expansion in activity in October, with a near-stagnation of banking activity...
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06 November 2013
The latest PMI data indicated that private sector business activity expanded at the sharpest pace in over six years of data collection in October....
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04 November 2013
"The UK construction industry grew at its fastest rate in over six years in October, according to PMI survey data from Markit and CIPS. The Construction...
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01 November 2013
The UK manufacturing sector carried its strong third quarter performance into the final quarter of the year. October saw production and new orders...
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24 October 2013
"China was once again shaping spread direction in western markets as mixed messages emanated from the world's second biggest economy.First, the...
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