Good morning. Interesting chart. Italy is just as bad off as Greece…
http://www.washingtonpost.com/news/wonkblog/wp/2015/07/30/italy-is-the-most-likely-country-to-leave-the-euro/
From the ECB: “Does consumer confidence predict private consumption?”
http://www.ecb.europa.eu/pub/pdf/ecbu/eb201505.en.pdf
And here is another one (from the same source): “Why has growth in emerging market economies slowed?”
http://www.ecb.europa.eu/pub/pdf/ecbu/eb201505.en.pdf
But maybe this chart is the short answer…
http://www.economist.com/news/finance-and-economics/21660134-falling-commodity-prices-and-emerging-market-equities-are-bad-omens-world
US GDP growth, the complete breakdown
http://uk.businessinsider.com/q2-2015-gdp-change-components-2015-7
The rencap score: the combination of the strength of the legal system as well as business friendliness
http://ftalphaville.ft.com/2015/07/30/2135749/a-sovereign-legal-scorecard/
Hedgefunds. So 2007…
http://www.economist.com/news/finance-and-economics/21660169-exchange-traded-funds-have-overtaken-hedge-funds-investment-vehicle-roaring
A bit of reading on by the Fed on China
http://www.frbsf.org/banking/programs/asia-program/pacific-exchange-blog/chinas-new-normal-is-in-the-making/
It has been a very long time, but here is an… infographic! On pension assets (I did not check it)
http://www.ritholtz.com/blog/2015/07/the-world-of-pension-assets/
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