Archive | March, 2014

Japanese Data Releases Show More of the Same

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Today saw the release of Japanese industrial production, the Markit Manufacturing PMI, and housing starts. Unfortunately this latest package of data does little to alter the ongoing trend of a deteriorating Japanese economy. Indeed, industrial production saw the largest one month drop since the earthquake and tsunami and the global financial crisis before that.

March Was A Tough Month for MSCI Europe

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The only sector in MSCI Europe with positive performance for the month of March is Utilities, while Health Care stocks took quite a beating: Not surprisingly, Gas Utilities names dominate others in the sector: And, while Utilities had more sub-industries perform well, the best sub-industry was actually Home Improvement Retail: The Casinos & Gaming, Precious