Archive | March, 2014

Japanese Data Releases Show More of the Same


Today saw the release of Japanese industrial production, the Markit Manufacturing PMI, and housing starts. Unfortunately this latest package of data does little to alter the ongoing trend of a deteriorating Japanese economy. Indeed, industrial production saw the largest one month drop since the earthquake and tsunami and the global financial crisis before that.

March Was A Tough Month for MSCI Europe


The only sector in MSCI Europe with positive performance for the month of March is Utilities, while Health Care stocks took quite a beating: Not surprisingly, Gas Utilities names dominate others in the sector: And, while Utilities had more sub-industries perform well, the best sub-industry was actually Home Improvement Retail: The Casinos & Gaming, Precious