Good Morning. Maps, maps, maps. Even more maps from the washington post! I like this one, but at the link there are 39 more
http://www.washingtonpost.com/blogs/worldviews/wp/2014/01/13/40-more-maps-that-explain-the-world/
The Worldbank is out with its 2014 outlook this morning. “World Economy Set to Turn a Corner in 2014“ With lots of charts.
http://www.worldbank.org/en/news/feature/2014/01/14/developing-economies-need-robust-blueprints-to-sustain-growth
Ok, I can’t recall that I have ever seen so much unity in asset views… Contrarians: sell stocks and buy bonds!
http://www.ritholtz.com/blog/2014/01/surprising-consensus-on-asset/
If you kick and mutilate data long enough, there will always be a moment that the outcome is more favourable… Anyway: stocks will rise..
http://www.businessinsider.com/rich-bernstein-no-equity-bubble-2014-1
This looks a bit the same, but is in fact a lot more useful! On momentum in futures markets (via @laurensswinkels)
http://www.nbim.no/en/press-and-publications/discussion-notes/discussion-notes-2014/momentum-in-futures-market/
Mmm… When I see articles claiming that you should buy stocks when you retire, I get the feeling we are entering bubble territory once again… Looks like serious research though
http://online.wsj.com/news/articles/SB10001424052702304866904579268332305015074
Weak banks are lending out less. Duh. What I did find interesting is the green line though…
http://www.dallasfed.org/assets/documents/research/eclett/2014/el1401.pdf
Old news, but I like the chart enough to put it on. From Grundlach
http://www.zerohedge.com/news/2014-01-14/gundlachs-first-webcast-2014-let-race-begin-2014-markets-year-horse
All that whining on the Japanese suffering: they are living the life! 😉
http://research.stlouisfed.org/publications/es/article/10011
Ha ha ha! Figures….
http://www.businessinsider.com/francois-hollande-france-and-affairs-2014-1
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