(source: http://www.mckinsey.com/insights/mgi/research/productivity_competitiveness_an…)

 

That will teach those bond guys a lesson: finally some solid evidence the bear market has started!

·         http://www.bespokeinvest.com/thinkbig/2012/12/17/10-year-yield-crosses-above-200-day-moving-average.html

 

Some historic background on the US debt…

·         http://www.zerohedge.com/news/2012-12-17/charting-us-debt-and-deficit-inception

 

…and here some more, but than differently…

·         http://qz.com/36149/our-favorite-charts-of-2012/

 

“Economics may be dismal, but it is not a science” Ouch…

·         http://www.johnkay.com/2010/04/14/economics-may-be-dismal-but-it-is-not-a-science

 

A number of nice charts from 2012 (and earlier) can be found here

·         http://qz.com/36149/our-favorite-charts-of-2012/

 

A couple of arguments why there is not going to be pent-up investment spending in 2013

·         http://www.zerohedge.com/news/2012-12-17/four-reasons-why-there-no-pent-capex-spend

 

“For Spaniards, Having a Job No Longer Guarantees a Paycheck”

·         http://www.nytimes.com/2012/12/17/world/europe/in-spain-having-a-job-no-longer-guarantees-a-paycheck.html

 

The euro money markets study. When they started this, there was only room for one red bar….

·         http://www.ecb.europa.eu/pub/pdf/other/euromoneymarketstudy201212en.pdf

 

Rising concerns that the new target of the Fed can only be achieved through higher inflation…

·         http://www.businessinsider.com/ubs-the-feds-latest-decision-reveals-a-dangerous-dynamic-inside-the-committee-2012-12

 

Nice one on the construction of the tallest buildings in the world…

·         http://www.economist.com/blogs/graphicdetail/2012/12/daily-chart-12

 

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