Good morning. Cool chart showing how the odds have rapidly changed in favour of Emerging Markets
http://www.creditwritedowns.com/2013/04/the-need-for-wholesale-change.html

This one I find hard to believe: US Treasuries the most overbought market…? What about the yen??

http://macromon.wordpress.com/2013/04/06/overbought-and-oversold-markets-april-5/wir_overbought-16/

Cool chart showing the trading pattern of the S&P over the past three weeks or so. Clear trend, right?

http://www.zerohedge.com/news/2013-04-08/down-down-down-down-down-down-down

Interesting chart showing what S&P firms have done with their money

http://www.businessinsider.com/chart-corporate-cash-use-since-1998-2013-4

Earnings season. And consensus appears to be pretty bullish for the quarters to come

http://www.zerohedge.com/news/2013-04-08/q1-earnings-preview-can-banks-save-quarter

I have shown this before, but it is an interesting chart to keep in mind: a jobless recovery after all…

http://www.ritholtz.com/blog/2013/04/structural-employment-problems/

….and here is a bit more background where these people went to and what the consequences will be….
http://www.washingtonpost.com/business/economy/vanishing-workforce-weighs-on-growth/2013/04/06/2bc46116-9e20-11e2-9a79-eb5280c81c63_story.html

Deleveraging US stylie…

http://ftalphaville.ft.com/2013/04/08/1440832/inequality-and-monetary-policy/

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