Good morning. A wee bit of history on British inflation… 500 years or so…

http://www.businessinsider.com/deutsche-bank-uk-inflation-chart-2015-2

Debt has risen strongly in Asia…

http://uk.businessinsider.com/charts-statistics-and-data-on-asias-debt-mountain-2015-1

Obama is thinking of raising taxes!
http://www.ft.com/intl/cms/s/0/fa92b314-aa33-11e4-8f91-00144feab7de.html
http://www.reuters.com/article/2015/02/01/us-usa-budget-tax-idUSKBN0L51IX20150201

In case you wonder how much exposure there still is on Greece (via Erik Jonker)

http://www.nakedcapitalism.com/2015/01/still-exposed-greece.html

Some short term feedback on some longer term seasonal effects

http://uk.businessinsider.com/january-effect-seasonal-stock-trends-2015-1

2% is the new 4% thanks to ageing

http://www.calculatedriskblog.com/2015/02/demographics-and-gdp-2-is-new-4.html

Teulings, in cooperation with www.voxeu.org, presents a debate on secular stagnation

http://www.voxeu.org/debates

Interesting chart on the monthly distribution of growth versus value

http://theirrelevantinvestor.tumblr.com/post/109494910413/go-for-the-value-the-other-day-i-wrote-about-the

Cool chart on the age development from the various Saudi Kings…

http://www.businessinsider.com/saudi-arabia-is-more-stable-than-people-assume–for-now-2015-1

Some more push back on that ‘six years’ chart

http://uk.businessinsider.com/tom-lee-stocks-have-risen-for-6-or-more-years-2015-1

Cool map on currency links in the world

http://www.economist.com/blogs/graphicdetail/2015/01/daily-chart-17

An article IV consultation on Canada by the IMF. Unbalanced is the phrase that stuck…

http://www.imf.org/external/pubs/ft/scr/2015/cr1522.pdf

And the US macro schedule for the week ahead
http://www.calculatedriskblog.com/2015/01/schedule-for-week-of-february-1-2015.html

And, if you have some time to spare, all of the super bowl commercials of this year

http://graphics.wsj.com/superbowlads2015/CA9C1635-2E6E-485A-8E61-0B765EBFF3EA

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