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Markets “high fived” China’s confirmation that it reached Phase 1 agreement with the U.S. Brazil’s growth momentum continues to gain traction, while Turkey’s growth scare seems overdone.
Turkey opted for a larger rate cut, as real funding costs remain high. A surge in India’s headline inflation might limit the central bank’s near-term ability to ease.
Brazil’s retail sales added substance to the “growth rebound” story. Indonesia’s plan to augment the fiscal cap rule soured the market sentiment.
China’s credit impulse looked stronger in November, supporting the “rebound” narrative. China’s headline inflation spiked on the back of pork prices, but core and producer prices remain depressed.
China’s imports recovered further in November, giving more credence to the domestic rebound story. Argentina’s new cabinet lineup brought no surprises and was well-received by the market.
China “Green Shoots” Continue to Flourish
Turkey Disinflation Comes to a Halt
China “Green Shoots” Getting Stronger
China Industry – Divergence Is the Word
Brazil Central Bank Caves In… Intervenes…
Mexico Stagnation Confirmed
Mexico Inflation Boring - Finally
South Africa Hawks Have Upper Hand
China’s Thousand (Rate) Cuts
Brazil: How to Lose Reform Momentum in 10 Days
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