(Source: http://www.nber.org/papers/w18706.pdf)

??

Ha: the new measures of the Bank of Japan are out: inflation target of 2% and QE in??? January 2014????

?????????????????? http://www.reuters.com/article/2013/01/22/us-markets-global-idUSBRE88901C20130122

?????????????????? http://www.zerohedge.com/news/2013-01-21/japan-unveils-extreme-and-totally-expected-fiscalmonetary-policy-plan

??

The regular check of what is oversold and overbought. USD/JPY still is, but has been surpassed by the Mexican Bolsa???

?????????????????? http://macromon.wordpress.com/2013/01/19/overbought-and-oversold-markets-january-18/wir_overbought-4/

??

According to PIMCO ???only the biggest bond investor in the world- Emerging Markets Debt has reached fair value. And EM equity ???looks attractive???

?????????????????? http://www.pimco.co.uk/EN/Insights/Pages/The-Year-Past-The-Year-Ahead.aspx

??

Interesting chart. It took me some time to figure out that the red color in the chart is Russia, which has an orange color in the legend

?????????????????? http://blogs.ft.com/beyond-brics/2013/01/21/chart-of-the-week-are-em-interest-rates-stuck-for-2013/

??

Except with debt, presidents always appear to be doing worse the second term: the second-term curse???.

?????????????????? http://www.economist.com/blogs/graphicdetail/2013/01/daily-chart-14

?????????????????? http://online.wsj.com/article/SB10001424127887324468104578247623351008856.html

??

Weidmann warns of currency war risk: is that really the thing he is most worried about, though?

?????????????????? http://www.ft.com/intl/cms/s/0/d1d81962-63e7-11e2-b92c-00144feab49a.html

??

For what it is worth: the ???where to be born??? list of the Economist.

?????????????????? http://www.businessinsider.com/wond-economist-where-to-be-born-index-2013-1

??

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