·         http://www.zerohedge.com/news/2013-01-23/spanish-q4-gdp-declines-fastest-pace-2009

 

IMF cuts global growth forecast

·         http://www.imf.org/external/pubs/ft/survey/so/2013/NEW012313A.htm

·         http://www.ft.com/intl/cms/s/0/5dfc3ea8-6552-11e2-8b03-00144feab49a.html

 

The ever present promise of Mergers and Acquisitions… From Barclays

·         http://www.businessinsider.com/2-simple-reasons-there-should-be-a-big-boom-in-mergers-and-acquisitions-2013-1

 

And here is another Bull argument: pension plans are under-invested in stocks (but under tight regulation, I like to add). From SocGen

·         http://www.ritholtz.com/blog/2013/01/socgen-pensions-have-too-many-bonds/

 

“Inflation in India is always and everywhere a rainy problem”

·         http://marketmonetarist.com/2013/01/24/in-indian-inflation-is-always-and-everywhere-a-rainy-phenomenon/

 

“Outsourcing tide is not likely to turn”. So much for reshoring, according to the FT

·         http://www.ft.com/intl/cms/s/0/a0ea7ef8-6478-11e2-934b-00144feab49a.html

 

The stock market performance of the last three years has been pretty comparable

·         http://www.businessinsider.com/kleintop-same-europe-different-crisis-2013-1

 

Crappy quality (I made a scan), but a nice chart: How the Bank of England persistently misses on its own inflation predictions…

(thanks to Andrew Garthwaite of Credit Suisse)

 

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