Economic and market themes: 2014-02-21

Themes for today

Real economy deterioration in Argentina, Brazil and Turkey is evident.
Ukraine may be isolated without contagion.
US data continues to surprise to the downside.
Eurozone data may surprise to the upside.
Sweden may be a flashpoint for debt deflation dynamics in Europe.

Argentina. You may have noticed a pickup in the number of Argentine links recently. That is because I am keeping a close watch on the situation there due to the real economy deterioration I am seeing. W...


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