Gavekal Capital: Where Positive Economic Surprises Are (And Aren't) Happening

Friday, April 10, 2015

Where Positive Economic Surprises Are (And Aren't) Happening

There is a geographic disparity amongst the Citi Economic Surprise Index. Economies, both developed and emerging, are surprising to the upside in Asia and Europe while economies in the western hemisphere are not doing as well (at least in terms of meeting and exceeding expectations). Below we show some of the more interesting charts.

Who Is Positively Surprising: 

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Who Isn't:

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