Tuesday, April 06, 2010

Sweet Spot Recovery Of Industrial Production In Developed Economies?

Industrial production in Japan is indeed staging a nice V-shaped recovery so far, but they have adapted to Chinese religion. There is also a question of sustainability, but should be a short term worry? US and EU show a less impressive come-back, but equity markets will lead ... and there is not much of industrial production anyway?

Click on chart to enlarge, courtesy of Nomura.

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