Category: Chart Of The Day
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China foreign direct investment (via @jnordvig) During Q2 2023, foreign investors only put ~$5bn of fresh capital into China in the form of FDI, the lowest since the data series began back in the 1990s. Back in 2021, FDI was close to $100bn per quarter.
China foreign direct investment (via @jnordvig) During Q2 2023, foreign investors only put ~$5bn of fresh capital into China in the form of FDI, the lowest since the data series began back in the 1990s. Back in 2021, FDI was close to $100bn per quarter.
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US Job Concentration (via @EPBResearch) Roughly 60% of monthly job gains are coming from government, education, and healthcare (vs ~20% pre-pandemic).
US Job Concentration (via @EPBResearch) Roughly 60% of monthly job gains are coming from government, education, and healthcare (vs ~20% pre-pandemic).
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US real imports (via @steveanastasiou) For 2Q 2023, US real imports fell at an annualized pace of -7.8%, putting the total YoY decline at -4.8%. Since 1970, real imports have never been this negative outside of a recession or its aftermath.
US real imports (via @steveanastasiou) For 2Q 2023, US real imports fell at an annualized pace of -7.8%, putting the total YoY decline at -4.8%. Since 1970, real imports have never been this negative outside of a recession or its aftermath.
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China PMIs (via @jsblokland) China manufacturing PMI remained below 50 for the fourth consecutive month, revealing zero uptick in the manufacturing (and real estate) sector despite the stimulus. Services PMI is declining rapidly after the reopening’s mini-spike.
China PMIs (via @jsblokland) China manufacturing PMI remained below 50 for the fourth consecutive month, revealing zero uptick in the manufacturing (and real estate) sector despite the stimulus. Services PMI is declining rapidly after the reopening’s mini-spike.
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Generative AI costs (via @Beth_Kindig) Costs associated with Generative AI are expected to grow to over US$76 billion by 2028 due to processing requirements and power consumption. Within the next 5 years, power consumption is projected to increase by 212 times.
Generative AI costs (via @Beth_Kindig) Costs associated with Generative AI are expected to grow to over US$76 billion by 2028 due to processing requirements and power consumption. Within the next 5 years, power consumption is projected to increase by 212 times.
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Hedge fund industry assets (via @LowAlphaHighVol) Total hedge fund industry assets grew by US$70bn in Q2 2023, over US$3bn of which is estimated to be new capital. Industry assets are currently $3.95tn moving closer to Q4 2021 peak of $4.01tn, per UBS
Hedge fund industry assets (via @LowAlphaHighVol) Total hedge fund industry assets grew by US$70bn in Q2 2023, over US$3bn of which is estimated to be new capital. Industry assets are currently $3.95tn moving closer to Q4 2021 peak of $4.01tn, per UBS
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Net renewable electricity capacity additions (via @IEA) Global renewable capacity additions are set to soar by 107 GW (largest absolute increase ever) to over 440 GW in 2023. This is more than the entire installed power capacity of Germany and Spain combined.
Net renewable electricity capacity additions (via @IEA) Global renewable capacity additions are set to soar by 107 GW (largest absolute increase ever) to over 440 GW in 2023. This is more than the entire installed power capacity of Germany and Spain combined.
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S&P 500 Q2 2023 Earnings (via @chigrl) Overall, 51% of the companies in the S&P 500 have reported Q2 2023 results. Of these companies, 80% have reported EPS above estimates, which is above the 5-year average of 77% and above the 10-year average of 73%.
S&P 500 Q2 2023 Earnings (via @chigrl) Overall, 51% of the companies in the S&P 500 have reported Q2 2023 results. Of these companies, 80% have reported EPS above estimates, which is above the 5-year average of 77% and above the 10-year average of 73%.
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South Africa’s solar boom (via @semafor) According to data from state-owned Eskom, South Africa added over one GW of solar in the last two months, a 31% increase and more than it added in the preceding six months.
South Africa’s solar boom (via @semafor) According to data from state-owned Eskom, South Africa added over one GW of solar in the last two months, a 31% increase and more than it added in the preceding six months.
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Indian white rice prices (via @jsblokland) Indian white rice prices are up 37% YoY. India recently banned non-Basmati white rice exports, pushing the benchmark Thai white rice price up (+27% YoY). Rice is the primary food staple of 3.5 billion people.
Indian white rice prices (via @jsblokland) Indian white rice prices are up 37% YoY. India recently banned non-Basmati white rice exports, pushing the benchmark Thai white rice price up (+27% YoY). Rice is the primary food staple of 3.5 billion people.
Chart Of The Day 