Good morning. At least The Economist is trying to get interest in the German elections going…: build your own coalition!

http://www.economist.com/blogs/charlemagne/2013/09/german-election

Sell in May? Sell on the 6th of September! Or at least, that is what averaging up the Dow’s returns tell you

http://www.crossingwallstreet.com/archives/2013/09/the-bad-time-of-the-year-for-stocks.html

Call me a zeikerd, but France and Italy…? From the update of the OECD on the world economy

http://www.oecd.org/eco/outlook/Interim_Assessment_Handout_September_2013.pdf

Yesterday’s news, but still: this chart is pretty telling with respect to Nokia…

http://www.businessinsider.com/microsoft-and-nokias-problems-explained-in-three-graphs-2013-9
Pitty that Emerging Market Debt has fallen out of grace: “Kenya plans record African bond debut”
http://www.ft.com/intl/cms/s/0/bc904a0a-1488-11e3-a2df-00144feabdc0.html

Back by popular demand: BITCOIN! “Do Bitcoins Violate a Fundamental Economic Law?”

http://dmarron.com/2013/09/03/do-bitcoins-violate-a-fundamental-economic-law/

Ok, but tell me this: emerging markets are always exporting a lot to the West, right…?

http://www.businessinsider.com/chart-manufacturing-pmi-acceleration-2013-9

Interesting study into the development of risk premia during the recovery over the past years…

http://www.frbsf.org/economic-research/publications/economic-letter/2013/august/stock-price-bond-risk-economic-recovery/

On Philips curves, NAIRUs and other ‘alive and kicking’ economic stuff…

http://www.nber.org/papers/w19390.pdf

…and let’s add the output gap to be complete: how it is measured…

http://www.imf.org/external/pubs/ft/fandd/2013/09/basics.htm

…and whatever happened to Married with Kids? The radical changes in household composition…

http://www.businessinsider.com/charts-how-households-have-changed-2013-9

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