Daily Note: EA Economy: Quicksand

  • Manufacturing recession continues; households support services for now
  • Disinflation boosts real incomes, but labour market tailwinds are abating
  • Absent domestic and/or foreign stimulus, the EA is walking on quicksand

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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