The United States: Morgan Stanley’s business activity indices have moderated recently.
China: China’s portfolio flows are back in positive territory.
The Eurozone: The Eurozone’s actual and potential GDP growth forecasts have been downgraded over the years.
Equities: Equity long/short hedge funds started the year on a positive note.
Emerging Markets: Who owns Indonesia’s government bonds?
Global Developments: The chart below shows the global imbalances over time.
Food for Thought: Government shutdown polls:
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