Financial markets have spent the week recalibrating after last Friday’s much weaker-than-expected US payrolls data: government bond yields have declined sharply, while equity markets have remained perky off hopes of a gentler policy path and still-resilient earnings. Even so, the medium-term growth lens has arguably continue to dim. In our charts this week we focus on:

The Blue Chip growth consensus
US payroll revisions
Healthcare employment
China's trade with the US and Asia
Private sector indebtedness
Global supply chain pressures

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