Good morning. Some thoughts on the connection between GDP growth and stock market returns

http://econompicdata.blogspot.nl/2015/04/is-there-relationship-between-economy.html

The IMF has looked at investment funds and illiquidity

http://www.imf.org/external/pubs/ft/survey/so/2015/pol040815b.htm

Contrary what the title of the post suggests: this is a pretty boring chart

http://uk.businessinsider.com/chinese-broad-money-growth-is-now-slower-than-the-us-slowdown-2015-4

Can someone spot the pattern?

http://uk.businessinsider.com/markets-charts-of-the-day-april-8-2015-4

Under the heading of Secular Stagnation (from Bruegel)
http://www.bruegel.org/nc/blog/detail/article/1603-secular-stagnation-and-capital-flows/

I missed this one on Robotics: takes 6 minutes to watch and then you are up to speed on the subject (via http://www.oneworld.nl/blog/de-week-tweets/de-week-van-went-tweets-52)

http://video.ft.com/4147651613001/Automation-jobs-and-history/World

In absolute (and relative growth) numbers, Emerging markets will be greying faster than developing markets

http://www.thefinancialist.com/developing-economies-graying-faster/

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