Good morning. A classic on inflation, from the Office of Price Administration (OPA). It could have said deflation just as easily…

http://ftalphaville.ft.com/2015/03/23/2122452/economists-agree-deflation-is-either-good-or-bad-or-irrelevant/

I admit that a chart starting in january 2014 does not prove much, but still: the low oil prices has not boosted spending, but savings in the US

http://www.businessinsider.com/markets-chart-of-the-day-march-23-2015-3

For the mutual fund insiders

http://www.ritholtz.com/blog/2015/03/hierarchy-of-investment-skill/

On currency wars

http://blogs.ft.com/gavyndavies/2015/03/23/currency-wars-rebound-on-the-fed/

On that strong dollar…

http://www.wsj.com/articles/strong-dollar-hammers-profits-at-u-s-multinationals-1427059313

And here’s another one on that same subject

http://www.businessinsider.com/impact-of-surging-dollar-2015-3

The credit clock. Europe is the place to be?

http://ftalphaville.ft.com/2015/03/23/2122613/the-credit-clock-tolls-for-some-of-thee/

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