Ian Davies

Ian Davies

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Ian Davies
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SocGen and asset encumbrance

SocGen and asset encumbrance

Sober Look: the 20 fastest growing economies in 2013 according to DB

Here is DB's forecast for 2013 GDP growth by country. Looks reasonable, with slow growth for recession in the Eurozone, stronger growt.

The chart on the right is capex/sales vs. P/E.  In summary, the markets are punishing companies who invest in capital expenditures versus those who save -- not great for the long run

The chart on the right is capex/sales vs. In summary, the markets are punishing companies who invest in capital expenditures versus those who save -- not great for the long run

Citigroup Has The Best Summary Of Europe's Fiasco Yet: "Losses Are Unquantifiable" | ZeroHedge

Citigroup Has The Best Summary Of Europe's Fiasco Yet: "Losses Are Unquantifiable"

Difference in private credit creation between US and Europe

Great chart here from the always-insightful Deutsche Bank fixed income squad. It shows the difference between credit creation -- essentially borrowing -- between the U. and Europe

80% Of The World's Industrial Activity Is Now Contracting | ZeroHedge

Of The World's Industrial Activity Is Now Contracting

Collateral and supply - BIS

Collateral and supply - BIS

Consumer deleveraging is back

Consumer deleveraging is back

Balance sheet risk of various developing market countries

Balance sheet risk of various developing market countries

Deloitte paper showing the decline in the shadow banking sector

The graph that shows the divergence of shadow banking from commercial banking in the US.

Sober Look: Another confirmation of run on Spanish banks

Not all the Euros that are flying from Spain are flying to Germany, so they must be leaving the Eurozone.