Good morning. Nice overview of growth rates for 2013 (paywall)
Ah yes, payroll day. The Financial Times is willing to pick a side: “US non-farm payrolls more likely to disappoint than satisfy”
A day too late, but here’s the overview of all the independence days in the world
Valuation of stocks, measured in Cyclical Adjusted Price Earnings. Sell Indonesia seems an obvious choice…
Concluding remarks from the IMF article 4 consultation on Italy… “A rebalancing of fiscal adjustment is urgently needed to support growth”
Pretty clear chart showing that higher money growth is not the same as credit growth
And talking of Europe: the breakdown of the (lack of) growth in Europe by segment.
The chart is used as propaganda for the US (“charts to make you proud of America”), but I am more interested in the other countries…
As a bit of an antidote for all them proud Americans. 🙂
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