Good morning. Ageing. It’s going to be big in Japan, Germany and France…

http://www.ritholtz.com/blog/2015/03/important-for-investors-to-separate-the-trend-from-the-cycle/

Best of last week. Just as a reminder.

https://lukasdaalder.com/2015/03/06/best-in-economics-this-week-march-6/

I am a firm disbeliever of the usability of consumer confidence, so this is something I should be reading

http://www.voxeu.org/article/confidence-aggregate-demand-and-business-cycle-new-framework

Something to keep in mind at tonight’s FOMC fest

http://uk.businessinsider.com/fed-unemployment-rate-forecast-chart-2015-3

“Bonds Hit Boiling Point Thanks to ECB”

http://www.wsj.com/articles/ecb-brings-eurozone-bonds-to-boiling-point-1426506237

PE is not a very good measure to use for short term valuation purposes…

http://uk.businessinsider.com/r2-of-sp-500-pe-and-returns-2015-3

The unbelievable rise in US earnings parked overseas…

http://uk.businessinsider.com/us-corporate-cash-stashed-overseas-2015-3?r=US

I like this chart. Not exactly sure what I am looking at though.

http://www.bruegel.org/nc/blog/detail/article/1591-negative-rates-and-financial-intermediation/

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