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Thursday, March 22

22nd Mar - Lunch: Bad PMI

For views and readings see last night’s Buiter Butchers. I’m on Twitter, Facebook, email,

News And Market Re-Cap – RanSquawk / ZH
The euro zone today: strikes, reform and recessionMacroScope / Reuters
The Lunch Wrap – alphaville / FT
Morning MarketBeat:
China Pain Denting Stocks – MarketBeat / WSJ
EZ Crisis Daily Press Summary – Open Europe

Strategic Briefing: Is The Euro Crisis Over?The Capital Spectator
Summaries of recent articles. No, the crisis is not over.

A technical recession in the eurozone? – alphaville / FT
PMIs signal that recession might not be over – Danske Bank (pdf)
French and German PMIs back below 50, while China PMI hits 4-month low – Also Sprach Analyst
China flash PMIs *down* – alphaville / FT
PMI/Japan point to slowdown – beyondbrics / FT
China - Drop in HSBC PMI implies increasing downside risk – Danske Bank (pdf)
China HSBC Flash PMI At 4-Month Low – Global Macro Monitor

Latin America: Making the Good Times LastiMFdirect
while now is not a time for excessive worry, or premature policy stimulus, it is also not a time for overoptimism, or complacency. The region is still prone to boom-bust cycles, and sustained strong credit growth should remind us of the need to continue to guard against financial excesses.

Dim sum bonds: is there life after Rmb appreciation?beyondbrics / FT

End of Commodity Super-cycle? Citi’s AnswerAlso Sprach Analyst