China will release the full batch of October macro data next week.
But beware: with little macro data to feed the frenzy this Friday, we should expect some prudent risk pairing as we head into the weekend without a solution.
Their estimate has not been lowered, but economist Zhiwei Zhang said they will watch the macro data scheduled for release on March 9 before making any adjustments in their current forecast.
For the life of me I cannot agree that the string of macro economic data came in better than expected.
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The macro concerns have had little impact on data demand which continues to be strong.
Richard Ross, a global technical strategist for the firm, said there were some subtle signs of macro technical strength emerging in the technical data.
This is because the macro concerns have had little impact on data demand which has continued to remain strong driven by the key trends of mobile Internet and cloud computing.
They have no ability to explain the reasons behind the macro trends or make predictions that go beyond the next data release.
They are curbing run-away energy with a combination of micro-level controls (for individual servers, power distribution units, air-flow controllers, and cooling units) as well as macro-level controls and policies (for racks of servers, rows of racks, and entire data centers).
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While valuations are attractive and fundamentals are improving loan growth was strong in the fourth quarter going by recent data shares of the big banks have been weighed down by an overwhelming focus on macro events in Europe and continuing uncertainty about the impact of regulations such as the Volcker rule.
With the macro situation improving, we expect Cisco to benefit a lot more from the long-term growth trends of data demand and cloud computing, which continue to remain sharp.
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