Good morning. Cool overview of exchange rate regimes in emerging markets: the death of the independent float

http://www.voxeu.org/article/managing-exchange-rate

…and talking about cool: this moving gif showing how the American states were formed is pretty nice as well. (via @jduyvesteyn)
http://gif-explode.com/?explode=http://i.imgur.com/yPov2.gif

Capex? Talk is cheap, apparently

http://www.thereformedbroker.com/2014/04/02/the-capex-comeback-still-just-talk/

I am not surprised about analyst (blue) being more positive than strategist (green), but I don’t believe anyone is forecasting an 18% correction to take place before summer…

http://www.businessinsider.com/wall-street-analyst-and-strategist-forecasts-2014-4

A bit of longer term perspective on Abenomics….

http://blogs.wsj.com/moneybeat/2014/04/02/equities-for-the-long-run-or-property-or-neither/

A small review of the IMF World Economic Outlook, which will be published today

http://blog-imfdirect.imf.org/2014/04/01/where-are-real-interest-rates-headed/

Buyers of volatility? That’s been a long time ago…

http://ftalphaville.ft.com/2014/04/02/1819182/end-of-a-low-vol-era/

Cool colours. Oh, and it might be interesting as well… 😉

http://ftalphaville.ft.com/2014/04/02/1819062/the-crude-wall-cometh/

A long post on the not so elevated US profit margin

http://philosophicaleconomics.wordpress.com/2014/03/30/foreignpm/

Ex presidential libraries. Didn’t even know they existed
http://www.economist.com/blogs/graphicdetail/2014/04/daily-chart-0

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