AIIQ News and Press, AI Powered International Equity From 09/03/21

Global manufacturing remained beset by unprecedented supply issues in July, which constrained output and drove prices higher. The analysis of survey responses suggests that the number of companies reporting lower production due to staff or materials shortages is running at around five...

After the high inflation of the 1970s, the message for central bankers was very simple: keep inflation low. Inflation at 2.0% would make it very difficult to generate enough financial repression to help manage current debt levels. The new regime is unlikely to be a carbon copy of ...

Equities wobbled a bit midway through August, but they have since regained their mojo, all but confirming that the bull market in equities remains strong and unchallenged. A reduction in the pace of QE is coming, in both the US and Europe. Indeed, the pace of asset purchases already h...

Global real GDP reached a new high in the second quarter of 2021, completing a year-long recovery from the COVID-19 recession. The resilience of the global economy amid a lingering pandemic suggests that the world is learning to live with the COVID-19 virus. Western Europe's consu...

Looking ahead, as the global economy gradually reopens, monetary and fiscal policies continue to be accommodative to support the recovery, and pent-up demand is being released in advanced economies. Fluctuations in aggregate demand, oil price movements, and supply disruptions contribu...

The China credit impulse indicator has plunged, typically this is a dire signal for the global economy. By a number of measures on the policy stimulus front, China has been zigging while the rest of the world has been zagging. This actually also highlights the point that the rest ...

In terms of estimated trade volume, the actual tonnage of goods being transited across oceans, destination one of the world’s vast port complexes, the latest numbers seem quite good; if only in the same way as all recent statistics have. Total world trade volume in Q1 2021 was ...

The IHS Markit Global Sector PMI™ signalled sustained strong recovery for the global economy, led by the consumer services sector. Basic Materials sector output growth eased for a second straight month to land in the last position of the eight sector groups we track in the glob...

A marked fall in business optimism in July hints that companies could become reticent to expand capacity while the pandemic continues to hit supply chains. Output growth continued to run behind the growth of new orders for a fifth straight month, meaning backlogs of work rose sharply ...

The Delta variant of the coronavirus is rattling markets and poses real risks, but we should not be distracted from the successful impact of vaccinations. The effectiveness of vaccinations is the reason U.S. real GDP is back to pre-crisis levels amid this still-raging pandemic. Gl...