Here WF with their weekly macro take on where we are:
Here WF with their monthly view of the US LEIs, where we are and where we are heading:
here euro economic perspectives from Commerz
And here Commerz on German growth. The problem is divergence between her and her European partners, particularly France.
And here WF on Japan:
And here also on Japan
And here WF returning to the inflation deflation debate of where we are and where we are heading:
And here GS on the very same issue with their take:
And here WF on the US housing existing homes data today:
And here WF on the US Consumer loan ‘vortex’
Here Barcap with their Feb monthly macro compass report:
And here the CS team with their monthly taking a macro perspective
And here BNP providing their reading of the latest data from today.
Much more to come..
Rich