(source: http://bucks.blogs.nytimes.com/2013/02/04/the-question-you-should-be-asking-about-the-stock-market/)

??

New CBO estimates on the US budget (and debt)

??

?????????????????? http://www.washingtonpost.com/blogs/wonkblog/wp/2013/02/05/the-cbos-new-budget-outlook-in-six-charts/??

?????????????????? http://www.cbo.gov/sites/default/files/cbofiles/attachments/43907_Outlook_2012-2-5.pdf??

??

Surprising winner in the core European bond markets last month: the Netherlands!

??

?????????????????? http://www.businessinsider.com/citi-sees-cracks-in-european-rally-2013-2??

??

The US earnings score card so far: why don???t we get these from a Europe??

?????????????????? http://www.bespokeinvest.com/thinkbig/2013/2/5/earnings-and-revenue-beat-rates-by-sector.html

??

And speaking of European earnings: this chart on expected growth (red) and earnings (green) does look a bit strange???

?????????????????? http://www.zerohedge.com/news/2013-02-05/europes-wtf-chart

??

The Dutch Central Banks explains a savings paradox

?????????????????? http://www.dnb.nl/en/news/news-and-archive/dnbulletin-2013
/dnb284823.jsp

??

Well, in case you may have missed it: the yen has been the big winner in the currency war so far

??

?????????????????? http://www.businessinsider.com/fx-volatility-may-frustrate-bond-bears-2013-2??

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And another one: in case you may have missed it: US housing sector recovers

?????????????????? http://www.businessinsider.com/home-prices-rise-the-most-since-may-2006-2013-2??

??

Let's go for three: in case you have missed it, the global bond market has been red hot

??

?????????????????? http://www.economist.com/blogs/graphicdetail/2013/02/focus-0??

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