Economic and market themes: 2014-02-07

Themes for today:

EM crisis in its infancy. Question goes to contagion
US economic growth is decent but weaknesses now supporting bonds
Europe is recovering with Spain brightest in periphery; France in trouble

I am now going to make a habit of writing posts that give a roundhouse view of the economic and investment themes to compliment my single theme posts. I think connecting the dots between various issues is a good way to look at the markets and the economy. So I feel I often miss out on the ability to say something on important topics in my mono-themed daily commentaries. Here goes for a second time.
Emerging markets. Let’s look at emerging markets here first. My contention is that the emerging markets crisis is in its infancy and could stay that way if contagion doesn’t take hold. I...


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