Morning Macro 24 February 2017

Hello, on today’s Morning Macro Tom talks to Kevin Loane, Emerging Markets Economist at Fathom Consulting, about whether Brazil’s reform agenda and economic recovery are sustainable – and what Mexico’s economic authorities are doing to deal with the Trump effect.

Sigrún met with Tore Stramer chief economist at Nykredit last week. Here is the second part of that interview (with the first part in MM 21 February) where Stramer speaks about the high level of private debt in Denmark, high productivity, how the service sector is pulling productivity downward, albeit from a high level.

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