Good morning. The state of the world. The blacker, the better.
Productivity growth around the world
Here’s a chart I haven’t seen in a long time: PE to growth ratio. And it looks omnious…
Bernanke is blogging again. On monetary policy an inequality this time
And here is some more on that subject…
I admit I haven’t read this one: “When Should Public Debt Be Reduced?”A radical solution for high debt is to do nothing at all…
A bit of reading on the success of risk parity
Interesting chart on potential wage pressures
Some thoughts by the Fed on macroprudential policy…
Not very earth shattering, but here you go
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