Australia, el canario en la mina?
noviembre 23, 2011 § Deja un comentario
La importancia de seguir los mercados de deuda. A continuación anexo la curva de rendimientos de Australia – la cual esta totalmente invertida.
Manufacturing weakness signalled as China PMI slumps to 32-month low
Flash PMI™ survey data released today showed operating conditions deteriorating in November at the steepest rate since March 2009. This was signalled by a drop in the headline PMI from 51.0 in October to 48.0, which was the largest fall in the index since November 2008. The slump in the headline PMI marks a reversal of the promising, albeit modest, rebound in manufacturing sector growth registered last month. The survey suggests that economic growth will have slowed in the fourth quarter, and raises the likelihood of more robust policy easing by the Chinese authorities in the months ahead.