Shocks & Surprises Espresso selects for closer inspection those bits of economic news which not only came in significantly stronger or weaker than expected, but also did so for what I think are interesting reasons.
This week I'm looking at:
- the blowout in November's US trade deficit (is all as it seems?) and
- China's bank lending / aggregate financing numbers for December.
If you would like to receive a copy, please drop me a line at
michael.taylor@coldwatereconomics.com
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