Armada Intelligence
Category archives for: Economy

It’s Official Now – Brazil is in Recession 

The year has not gotten off to a very good start in Brazil and it has become progressively worse with each passing month. The approval ratings for President Dilma Rousseff are as low as they have ever been and many analysts have now concluded that she is no longer capable of rescuing her government and […]

Critics Emerge Vindicated $

As one would expect not everyone jumps on the latest bandwagon and that is certainly the case when it comes to investment strategies. During the frantic run-up in enthusiasm for China over the last decade there have been those who warned that all was not as it seemed and took a contrarian position on China. […]

Eurozone Economic Sentiment Hits 4-Year High. $

The Eurozone economic sentiment survey conducted by the European Commission just hit a four year high, hitting an index reading of 104.2, up just slightly from 104 in July. Analysts believe that this shows that the China situation has not had an impact on the broader European Union and that most of the countries in […]

What Does that Revised Number Tell Us? $

Given all that has taken place in the last few weeks it is important to take some of this GDP news with a certain grain of salt. The major caveat is that this is data from about six months ago and certainly doesn’t reflect the chaos that has gripped the markets over the last week […]

Now Children – What Lessons have we Learned? $

 Lesson number one is “do not assume you know that much about the inner workings of the Chinese economy. This is not a nation that has all that much in common with the US or Europe or Japan. It is a nation where the vast majority of the economy is under direct state control and […]

Just What you Were Waiting On: the Trimmed Mean PCE.

We know that deep down you were waiting with baited breath for the Dallas Fed to release their Trimmed Mean PCE report. Right? The Trimmed Mean PCE is an alternative way of looking at core inflation.  It is actually one of the metrics that Fed Officials (behind closed doors) rely on perhaps more than many […]

We’ve Hesitated to Tell This Story…But $

    We have a story that we have been keeping to ourselves for a number of years. But, as you know, this is the ten year anniversary of Katrina. And, there are a lot of reporters using the anniversary to point a lot of fingers at folks saying what was or was not done […]

World Trade Numbers are Down  $

world map

While the world has been preoccupied with the Chinese market collapse and the subsequent impact on the rest of the world the real concern should probably be the recent data that suggests that world trade is at a low not seen since the 2009 recession. The latest readings from the World Trade Monitor show a […]

A New Day and New World for Chinese Leadership. $

china sunrise

As we start to unravel what happened to global stock markets, there’s a new realization emerging: China had the ability to single-handedly send the world into a correction – and to reverse that trend. One move by the Chinese Central Bank has led to the rebound we saw today in the market. We haven’t seen […]

Does China Have Options?  $


Of course they do. Part of the challenge right now is that China never acts the way that other nations act. This is a country that straddles the divide between a market driven system and one that reacts to the edicts of the planners. China is in transition and nobody really knows exactly what that […]

Search Archive

Search by Date
Search by Category
Search with Google
Log in | Designed by Gabfire themes