Good morning. And so the Yellen era begins? Extensive research has shown that it will be bad for stocks… 😉
https://lukasdaalder.com/2013/12/22/best-of-the-web-in-2013/

Ok, Emerging Markets are one thing, but the US manufacturing industry suddenly dropping….

http://www.bespokeinvest.com/thinkbig/2014/2/3/ism-manufacturing-report-ruins-the-week-early.html

This issue has been discussed at length already, but the chart is a nice summary: jobless recovery (US), versus jobs without a recovery (UK)…

http://www.economist.com/blogs/freeexchange/2014/02/labour-markets

An EU report into corruption in the EU. Apparently, it is bad… (via +ivo geijsen)

http://www.bbc.co.uk/news/world-europe-26014387

10 charts on global population in 2050 (via @MPNAdeBoer en @went1955)

http://www.pewresearch.org/fact-tank/2014/02/03/10-projections-for-the-global-population-in-2050/

Article IV consultation by the IMF on Canada. “A challenging transition”

http://www.imf.org/external/pubs/ft/scr/2014/cr1427.pdf

Emerging Markets currencies, but then on a 1 year perspective

http://www.businessinsider.com/emerging-market-currency-y-o-y-chart-2014-2

Who’s afraid of Chinese shadow banking…?

http://ftalphaville.ft.com/2014/02/03/1759962/in-defence-of-chinas-shadow-banks/

Nice one. If only I can figure out the underlying sequence here…

http://www.businessinsider.com/us-investors-commodities-quilt-2014-2

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