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Credit Writedowns
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manufacturing
Germany and France’s economic divergence
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Muddling through in Europe
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More on growth in Euroland, the U.S. and the U.K.
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Risk to the upside in the U.S. contrasts to Europe
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Manufacturing: In US, first fall since 2009 as Eurozone pulls ahead
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The Investment Climate in Six Points
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Today’s European periphery data points are bleak
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Evidence mounts that China has escaped the worst of emerging markets rout
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Why the EM meltdown doesn’t change my positive macro view
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Why I am relatively upbeat about Europe
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