Good morning. And we are back again! The strongest bull market since World War II? Apparently so…
On a less-friendly note: Japan is surrendering its gains pretty fast, these past three days…
And how is this earnings season shaping up so far…?
Finally some positive news on the European banking system: Senior Loan Officers less negative
If you need some cash, look up a US firm…
…and related to that: why do US firms not invest more? (source: FT)
Cool chart showing (hyper)globalization over the last 150 years, or so…
For all ye commodity bashers out there: the BIS has taken a look at the case for commodity investing… “On the correlation between commodity and equity returns: implications for portfolio allocation”
Infrastructure under investment around the world according to McKinsey
Overview of global weather costs through the years…
Interesting chart showing that ageing is not only a Japanese proble… uhm, challenge…
Ah yes, and the schedules for the week ahead: FOMC and the changed GDP calculation for the US
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