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 th...

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