Economic Research Note. JPMorgan Chase Bank N.A, London Branch Marco Protopapa (44-20) 7742 -7644 marco.protopapa@jpmorgan.com
Tuesday 15 March 2016, by Carlos San Juan
Strong PMI and economic sentiment surveys point to a robust buildup of momentum
We raise our GDP forecast for 2014 to 1%oya, even in the presence of tight financing conditions
Export performance, substantial cost adjustment, and a lower fiscal drag to support the recovery in 2014
Progress in private deleveraging bodes well for a stabilization of domestic demand