Good morning. A number of cool maps of the world (via @Oli4B)
http://www.boredpanda.com/fun-maps-they-didnt-teach-you-in-school/
For all those returning from holiday: her’s what you missed last week!
https://lukasdaalder.com/2013/08/02/best-in-economics-this-week-august-2/
Interesting chart to keep an eye on: is the underperformance of Emerging Markets about to end?
http://www.bespokeinvest.com/thinkbig/2013/8/2/emerging-markets-stabilizing.html
“Caveat creditor” The BIS takes a look at the crisis and concludes that the creditors are not entirely innocent…
http://www.bis.org/publ/work419.pdf
The rise of the Federal part time worker. (or, the sequester is biting after all)
As always, I am not sure how trustworthy these Chinese numbers are, but the shadow banking part makes it… well.. interesting
http://www.zerohedge.com/news/2013-08-04/did-china-just-fire-first-salvo-towards-new-gold-standard
So, there IS a great rotation taking place after all!
http://www.zerohedge.com/news/2013-08-04/spot-mirror-image
And, as always, the schedules for the week to come:
http://blogs.ft.com/beyond-brics/2013/08/04/week-ahead-aug-4-9/
http://www.calculatedriskblog.com/2013/08/schedule-for-week-of-august-4th.html
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