·         http://www.bespokeinvest.com/thinkbig/2013/1/18/top-line-numbers-coming-in-strong.html

 

All eyes are fixed on Japan, once again…

·         http://www.ft.com/intl/cms/s/0/e97ab0d6-62c8-11e2-8497-00144feab49a.html

·         http://www.reuters.com/article/2013/01/20/us-japan-economy-idUSBRE90J00Z20130120

 

…and everyone is wondering how much further the rally can go. If history is something to go by…

…stocks can still go a long way

·         http://www.businessinsider.com/why-the-japanese-stock-market-is-on-fire-2013-1

 

The minutes of the Fed are out. Those from 2007, that is…

·         http://www.federalreserve.gov/monetarypolicy/fomchistorical2007.htm

·         http://www.washingtonpost.com/blogs/wonkblog/wp/2013/01/18/the-real-surprise-in-the-feds-2007-transcripts-how-much-they-knew-how-little-they-understood/

·         http://ftalphaville.ft.com/2013/01/18/1345132/2007-fomc-transcripts-a-few-more-excerpts/

·         http://online.wsj.com/article/SB10001424127887323968304578249664285846402.html

 

This sort of makes clear where the growth is not.

·         http://www.economist.com/blogs/graphicdetail/2013/01/daily-chart-4

 

“Has ‘Organic’ Been Oversized?” The New York Times wants to know…

·         http://www.nytimes.com/2012/07/08/business/organic-food-purists-worry-about-big-companies-influence.html

 

Article 4 consultation on Portugal

·         http://www.imf.org/external/pubs/cat/longres.aspx?sk=40254.0

 

US labour market: and the winner is….

·         http://www.zerohedge.com/news/2013-01-19/where-did-all-jobs-go

 

“Chinese labour pool begins to drain” Not a new message, but as it is from the FT….

·         http://www.ft.com/intl/cms/s/0/ad1e00e6-6149-11e2-957e-00144feab49a.html

 

…and some thoughts on the same subject

·         http://www.cepr.net/index.php/blogs/beat-the-press/the-nyt-is-upset-that-wages-in-china-are-rising

 

Nice chart for the gold bugs out there: China is not drinking coffee, it is buying gold….

·         http://www.zerohedge.com/news/2013-01-19/guest-post-gold-price-dependent-china

 

And the schedule for the (slow) week ahead: Martin Luther King day on Monday

·         http://www.calculatedriskblog.com/2013/01/schedule-for-week-of-jan-20th.html

·         http://blogs.ft.com/beyond-brics/2013/01/20/the-week-ahead-january-21-25/

 

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