Economic and market themes: 2014-01-31

Themes for today:

US economic growth is poised to be decent in 2014
Europe will recover but not at the same pace as the US
EM is really a China contagion story. I am concerned but not alarmed
Watch high risk sectors like leveraged loans or auto ABS for impending market volatility signs
Jobless claims suggest peak growth in the US was Q3 2013

I am going to make a habit of writing posts that give a roundhouse view of the economic and investment themes to compliment my single theme post...

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