Good morning. I have shown this one before in the past, but it is worth the repeat
http://libertystreeteconomics.newyorkfed.org/2013/08/historical-echoes-off-the-charts.html
Hardly surprising, but still: the BundesBank expects a new restructuring for Greece in 2014…
http://www.spiegel.de/wirtschaft/soziales/bundesbank-rechnet-mit-neuem-hilfspaket-fuer-griechenland-a-915900.html
http://www.reuters.com/article/2013/08/11/us-greece-aid-bundesbank-idUSBRE97A09O20130811
Japanese GDP comes in weaker than expected, Nikkei and yen suffer the consequences…
http://www.zerohedge.com/node/477480
http://www.ft.com/intl/cms/s/0/008e0d42-02f4-11e3-880d-00144feab7de.html
Whether stocks are cheap or expensive depends on your own personal preference…
http://www.ritholtz.com/blog/2013/08/stocks-cheap-or-expensive/
A report from Citi giving looking into a possible seasonal explanation for the yen strength
http://www.zerohedge.com/news/2013-08-10/why-jpy-surging
The article 4 consultation on… Aruba!
http://www.imf.org/external/pubs/ft/scr/2013/cr13258.pdf
Yep. It’s back. Expected to hit the US government at the end of October…
http://ftalphaville.ft.com/2013/08/09/1598072/shrinking-us-deficit-update-and-a-new-debt-ceiling-projection/
Interesting chart. So what went different in 2000..?
http://www.businessinsider.com/labor-productivity-growth-pattern-2013-8
Nice chart, even though I am not sure what the general conclusion is…
http://economistsview.typepad.com/economistsview/2013/08/myth-and-reality-the-low-wage-job-machine.html
And this week’s schedule, of course
http://www.calculatedriskblog.com/2013/08/schedule-for-week-of-august-11th.html
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