Good morning. The two Chinese PMI’s are out. The official one was better than expected, but the unofficial one is in contraction
http://www.zerohedge.com/news/2013-06-02/schrodinchina-expanding-and-contracting-same-time
So much for that huge spike in inflation related to QE…
http://soberlook.com/2013/05/pce-core-inflation-lowest-on-record.html
Looks like an old chart in need of an update…
http://www.businessinsider.com/financial-advisor-insights-may-31-2013-5
The bond sell-off is getting more and more attention: will it continue…?
http://money.msn.com/bill-fleckenstein/post.aspx?post=1a1ea896-7df1-493e-8680-defcd0de8b87
A bit of info on the US Treasury market which might be interesting…
http://www.learnbonds.com/how-big-is-the-bond-market/
And will rising bond yields be bad for stocks? Not so, according to the title of this chart. I have my doubts, though
Volatility and uncertainty on the rise? Emerging equities are being dumped by the looks of it
http://www.businessinsider.com/emerging-market-equity-debt-funds-see-outflows-2013-5
And this chart is probably related to the previous one: Emerging market currencies are heading lower…
http://www.businessinsider.com/the-end-of-the-bull-market-in-emerging-markets-2013-5
Cool chart showing the world’s greenhouse gasses by source and sector
http://www.washingtonpost.com/blogs/wonkblog/wp/2013/05/31/this-giant-chart-shows-where-all-our-greenhouse-gases-come-from/
And this week’s scheduled: looks like an important week….
http://www.calculatedriskblog.com/2013/06/schedule-for-week-of-june-2nd.html
http://blogs.ft.com/beyond-brics/2013/06/02/the-week-ahead-3-june-7-june/
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