Economic and market themes: 2014-10-24 Technology earnings, Chinese housing and European hopelessness
I have three areas I want to explore today: earnings reports, China and Europe. The earnings reports are mixed but generally good enough to support continued job growth and economic momentum through this fourth quarter. I also want to deep dive on tech companies. On China, the slowdown is all about housing. And in Europe, there is zero sign that political differences can be smoothed over without crisis.