The ‘weaker than normal’ recovery for the US economy does not apply for earnings!

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

…which sort of explains why earnings have shattered previous records. Now it’s up to the S&P…

http://blogs.ft.com/gavyndavies/2013/03/10/do-economic-fundamentals-underpin-peak-equities/

Interesting video by the NewYork Times on ‘The man who sells the moon’

http://nyti.ms/ZxTvEz

http://www.nytimes.com/2013/03/11/opinion/the-man-who-sells-the-moon.html

The Rise of the South. The human development report is certainly worth checking out

http://hdr.undp.org/en/media/HDR_2013_EN_complete.pdf

And another cool report: NBER on commodity prices!

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

Interesting interview with ‘Mister BRIC’

http://online.wsj.com/article/SB10001424127887323949404578314350705850898.html

Cool chart linking jobs growth to Fed policy: with an average of 100k jobs we will never see higher rates again…

http://www.businessinsider.com/morgan-stanley-inflection-point-ahead-2013-3?op=1

The relation between consumption and house prices. Pretty clear

http://t.co/QOSXms8zrg

So you don’t own a house? It still is an important component of the official inflation though…

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

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