Good morning. Interesting take on the underperformance of the Technology sector…
http://www.bespokeinvest.com/thinkbig/2013/4/19/one-key-trait-driving-performance.html

Following all the fuss about spreadsheets, this one is nice: a big revision of the US GDP is coming up 🙂 Pension deficits and R&D spending will be included…
http://www.ft.com/intl/cms/s/0/52d23fa6-aa98-11e2-bc0d-00144feabdc0.html

Last week: Boston bombing, gold’s collapse and Reinhart & Rogoff’s mishap…

https://lukasdaalder.com/2013/04/19/best-in-economics-this-week-april-19/

Fitch strips the UK from its third A…
http://ftalphaville.ft.com/2013/04/19/1467582/and-what-took-you-so-long-fitch/
http://www.businessinsider.com/fitch-strips-uk-of-its-aaa-rating-2013-4

Well known fact of course, but still, these charts are interesting nevertheless: emerging markets rule

http://www.nytimes.com/2013/04/20/business/economy/stimulus-lets-developing-economies-recover-more-quickly.html

“The reason why macroeconomics doesn’t work very well”
http://noahpinionblog.blogspot.nl/2013/04/the-reason-macroeconomics-doesnt-work.html

A chart showing the huge inventory build-up of copper

http://pragcap.com/copper-inventories-rising

Ah yes, inflation. Or at least the expectation of inflation…

http://ftalphaville.ft.com/2013/04/19/1467142/have-the-inflation-paranoid-capitulated/

And the schedules for the week to come…
http://www.calculatedriskblog.com/2013/04/schedule-for-week-of-april-21st.html
http://blogs.ft.com/beyond-brics/2013/04/21/week-ahead-april-22-26/

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