Good morning. I have posted on it before, but this is on the Atlanta Fed real time GDP tracking model

http://www.ritholtz.com/blog/2015/05/now-tracking-gdp/

A bit of a sanity check…

http://www.cepr.net/blogs/beat-the-press/niall-ferguson-displays-his-ignorance-of-economics

The limited use of extrapolating..

http://uk.businessinsider.com/global-central-bank-rate-cuts-2015-2015-5

A nice read on the determinants of the slowing investment in emerging markets

http://www.voxeu.org/article/determinants-slowing-investment-emerging-markets

Bonds with negative yields go out of fashion

http://ftalphaville.ft.com/2015/05/12/2129111/this-is-e1trn-less-nuts/

Another no-brainer-trade going wrong: oil just rallies despite more oil production…

http://ftalphaville.ft.com/2015/05/12/2129091/this-is-not-the-oil-rally-youre-looking-for/

“the case against high yield”

http://econompicdata.blogspot.nl/2015/05/the-case-against-high-yield.html

Ah! The new US household debt numbers are out!

http://uk.businessinsider.com/ny-fed-q1-2015-household-debt-2015-5

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