Hopefully everyone has enjoyed a festive fortnight but during that time the global economy has continued whirring away. We take this opportunity to review the last couple of weeks’ data to see whether it still fits with our view of the world:
- Although there was plenty of news to feast upon, we find nothing really to challenge our view of an emerging economic recovery in the developed markets, accompanied by low inflationary pressures.
- At the same time, early indications are that emerging economies will continue to suffer headwinds in the early months of 2014.
Full article – Market Perspective – New Year’s Data – 7th January 2014 (PDF)
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