Who’s Naked? — January economic notables

Economic Notables JanuaryGood afternoon,

Below is a concise 2-page report recapping economic data from the U.S., Europe, and Asia released in January.

Highlights:

  • U.S.: Wintery mix warped economic data; but keep an eye on the consumer.
  • Europe: Draghi’s risky bet: Europe’s ongoing recovery will strengthen, fending off deflation.
  • Asia: China – Markets may deliver a “decisive” knockout, not role.  Japan – Abenomics is at a critical stage.

Thanks for your support,

Rodrigo

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