A host of macro economically focused reports.
Only the projections remain optimistic. All the near term data uniformly continues to disappoint, like earnings.
Here the CS team taking a quick run through of the most recent global data points.
Here Australian team from DB reviewing and making some forecasts of the econ data.
Their forecasts are extremely optimistic. 2014 looks stellar, according to their report.
Here the usual weekly economic report from WF.
Its more of the same really. Consistently weak data points.
Here the specific review of the phillyFed report.
And here an excellent report on the thorny issue of a lack of business investment
Rich