Greetings,
The United States: Upper-income households are becoming increasingly cautious.
United Kingdom: UK households’ cash holdings are outpacing spending. A resolution of the Brexit impasse could unleash consumption.
Europe: Is Germany pulling Switzerland into recession?
Asia-Pacific: Here’s a look at the proportion of Australian homes that sold for less than the original purchase price, which is particularly high in mining states.
China: The Chinese government’s targeted efforts to stimulate private sector activity appear to be finally bearing fruit. Profitability in the private sector has been improving.
Equities: Linking executive compensation to return on capital seems to produce the best stock performance.
Also, here are two graphs comparing large-cap and small-cap leverage:
Food for Thought: Taking sides between the US and Russia:
Edited by Devon Lall
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