A couple of minor technical problems called “business” and “life” have now intruded on my increasingly bogged down publication schedule that, in the interest...
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Tainted Alpha
These posts are reposted from Tainted Alpha, with the publisher’s permission.
Tanker Weekly – May 21, 2012
Baltic Dirty Tanker Index rose 0.7%; Baltic Clean Tanker Index rose 0.3%.
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Dry Bulk Weekly – May 21, 2012
Baltic dry index rose 0.3% last week; Capesize Index was up 1.2%; Panamax Index fell 3.6%; Supramax Index was down 0.4%; Handysize Index rose 3.7%.
Iron ore inventory at Chinese ports mostly flat, price moved lower on risk-off. Steel stockpiles fell f...
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China New Loan Issuance Slows Down In April; Rate Of Money Supply High
The most broad measure of money supply – M2 rose 17.5% y-o-y in April vs. 18.1% rise in March.
Chinese banks issued CNY 682 billion of new loans in April vs. CNY 1,010 billion in March and consensus of CNY 780 billion. New loan issuance first four mo...
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Chinese Trade Balance Surplus Larger Than Expected In April
China trade balance was reported at USD 18.4 billion vs. USD 5.4 billion in December and USD 9.9 billion consensus. Export and import growth were running at 4.9 and 0.3 percent vs. 8.9% and 5.3% in March.
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Rig Count Monthly – May 8, 2012
Massive fall in gas drilling in recent months coupled with large increase in oil drilling.
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Chinese Industrial Production Rose 9.3% In April
Industrial production in China rose 9.3 % y-o-y in April; March reading was at 11.9%. Consensus was at 12.2%.
Another bad piece of data.
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China Retail Sales Up 14.1% In April
China retail sales rose 14.1% y-o-y in April vs. 15.2% March reading. Consensus was at 15.1%.
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China Fixed Asset Investments Rose 20.2% In April
China fixed asset investments were up 20.2% y-o-y in April; March reading was at 20.9%. Consensus was at 20.5%.
Lowest reading since 2002.
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China April CPI Inflation At 3.4%; PPI Inflation At -0.7%
China Consumer Price Index was up 3.4% in April, vs. 3.4% consensus and 3.6% March reading. Food inflation rose fell from 7.5 to 7.0%.
China Producer Price Index fell to -0.7% from -0.3% in April. Consensus was at -.5%.
The chart looks outright bad.
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U.S. Freight Carloads Weekly – May 4, 2012
U.S. railroads originated 283,080 carloads, down 4.2% compared with the same week in 2011 and down 3.3% in relation to 5-year average. Week over week change was +0.3%.
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U.S. Petroleum Weekly – May 4, 2012
The oil price is holding up quite well despite weaker demand and higher stockpiles. The reason for that are tightness in the brent market (which reflects in other markets via. arbitrage) and geopolitical risks (mostly related to Iran nuclear program).
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April Challenger Job-Cuts At 40,559- Tainted Alpha
Challenger’s count of layoff announcements was reported at 40,559 in April vs. 37,880 in March.
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U.S. Initial Jobless Claims At 365.000; Down 27.000
Initial jobless claims in the U.S. were reported at 365.000 vs. 379.000 consensus and last week revised (up 4.000) reading of 392.000.
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April HSBC/Markit China PMI At 49.1
HSBC/Markit PMI rose from 48.3 to 49.1.
Large discrepancy between HSBC/Markit and "official" PMI. Looks like a slight overreaction by the markets (if we view this in isolation).
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Tanker Weekly – April 21, 2012
Baltic Dirty Tanker Index fell 5.4%; Baltic Clean Tanker Index fell 0.6%.
Same as with dry bulk...nothing changed.
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Dry Bulk Weekly – April 23, 2012
Baltic dry index rose 9.8% last week; Capesize Index was down 2.5%; Panamax Index rose 28.4%; Supramax Index was up 9.0%; Handysize Index rose 4.1%.
Iron ore inventory at Chinese ports fell in the recent weeks; price pretty much unchanged. Steel stock...
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Tanker Weekly – March 12, 2012
Baltic Dirty Tanker Index rose 3.5%; Baltic Clean Tanker Index fell 3.1%.
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Dry Bulk Weekly – March 12, 2012
Baltic dry index rose 6.9% last week; Capesize Index was down 1.4%; Panamax Index rose 5.3%; Supramax Index was up 16.0%; Handysize Index rose 7.3%.
Iron ore inventory at Chinese ports close to all-time high; price pretty much unchanged. Steel stockpi...
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February Nonfarm Payrolls Rose 227,000; Private Payrolls Up 233,000; Unemployment Rate At 8.3%- Charts
Nonfarm payrolls rose 227.000 in February; Consensus was at 210.000; January reading was an increase of 284.000 (revised up 41.000). Unemployment was reported at 8.3% vs. prior reading and consensus of also 8.3%.
Private payrolls were up 233.000 vs. 2...
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Dry Bulk Shipping Hits All Time Low
Baltic dry index fell 10.9% last week and has reaching all-time low; Capesize Index was down 2.0%; Panamax Index fell 15.0%; Supramax Index was down 12.5%; Handysize Index fell 10.3%.
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ECRI Weekly Leading Index Recovering
ECRI Weekly Leading Index for week ending January 20, 2012 was reported down 6.5% y-o-y. Prior reading was at -7.6%.
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