Data Diary

World trade continues to recover from the drubbing it took earlier in the year – following is the big picture from the WTO Running through the export and import data by country – USD denominated volumes continued to rise across the board into October (visit the WTO site – World of Warcraft should be worried). [...]

When we last looked at how the commodity sector was tracking, there was a general sense of optimism as conveyed in their end of year reporting (see article from 27 October).  On the face of it, the trade data released today by the Australian Bureau of Statistics doesn’t seem to confirm this optimism. Big picture [...]

Two useful contributions to the global information glut last week. The first being the documentation coming out of BHP’s AGM. The second a report published by the European Chamber of Commerce on “Overcapacity in China“. So to BHP, the world’s 11th largest company by market capitalisation (at least last Thursday).  This is a company at [...]