Good morning. Interesting fact: even though the recovery of the US economy has been weaker, this does not apply for earnings…

http://ftalphaville.ft.com/2013/03/12/1413222/corporates-always-gonna-get-theirs-first-in-recoveries/

Cool chart showing the importance of the various components for total inflation in the US

http://macroblog.typepad.com/macroblog/2013/03/you-say-youre-a-homeowner-and-not-a-renter-think-again.html

Some uncertainty about the appointment of the new Bank of Japan governor and deputy governor

http://ftalphaville.ft.com/2013/03/13/1420871/japans-dpj-not-so-sure-about-iwata-and-possibly-kuroda-too/

An NBER study on the long-term (1860) price development of real commodity prices

http://papers.nber.org/tmp/75061-w18874.pdf

http://www.economist.com/blogs/freeexchange/2013/03/resource-prices

And speaking of commodities, this continuing decline in industrial commodity prices, is that something we should be worried about? (or is the chart just old…)

Pretty clear who the big guys in the currency markets are (although I think Switzerland is underestimated)

http://www.zerohedge.com/news/2013-03-12/whos-got-all-cash-now

Spending on Food: the poorer the country, the bigger the expense (in relative terms)

http://www.economist.com/blogs/graphicdetail/2013/03/daily-chart-5

Pfff. Gold has a small pullback and all of a sudden it is called the worst performing asset in 2013…

http://qz.com/61896/gold-is-the-worst-investment-of-2013/

Remarkable difference between the life expectancy of two counties in the US…

http://www.washingtonpost.com/business/economy/economic-inequality-contributing-to-gap-in-life-expectancy/2013/03/10/54b5d21c-89df-11e2-98d9-3012c1cd8d1e_graphic.html

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