Global economic forecast

Global Economic Forecast (EIU)
Attached is the latest numerical EIU global forecast of the world economy and  its major components. In a nutshell, things have picked up in the Western economies this year but will drop again next year and then there will be a gradual rise. The developing economies, although volatile, show higher growth rates.
The second document then gives a few more details behind the numbers.
Genesis advice to individual organisations seeking to survive and grow is to dig deeper into the statistics (in-house and published) to discover where are the real opportunities. As you increase the level of granularity, it will be apparent that there is significant deviation around the averages. The identification of winning and losing sectors, sub-sectors and companies will highlight where are the areas of opportunities for growth.

EIU numerical global forecast as at 18 Aug 2010
EIU global forecast summary Aug 2010

Stock market recoveries

Stock market recovery comparisons (13 August) – the big picture remains the same.

The original blog (text below) was published on Monday 9th August 2010. The press today and yesterday has been full of problems for Spain, France, Greece, US, Ireland – and positive news about Germany. I decided to update the chart to see if it has made a difference. Although some percentages have moved – the relative position is still exactly the same. I think it shows how sometimes it is useful to keep the big picture in view when there is a lot of “noise” in the system.

Original text
These days when reading the business press, it is not always easy to know where we are in terms of stock exchange recovery. It is easy to find in the same newspaper, one report discussing a recovery and huge gains in share prices; and another report discussing double dip recessions.

To try and get some perspective on how certain exchanges are recovering, I sourced and charted a few key index levels to help me see the “big picture” without the noise of daily fluctuations. I thought I would share this one page document with you.

Updated chart
Stockex comparisons Friday 13th August