Good morning. Sector performance. Materials are doing fine….

https://www.bespokepremium.com/think-big-blog/health-care-weighing-on-markets/

A bit of reading on Chinese growth

http://blogs.ft.com/gavyndavies/2016/03/20/chinas-new-macro-strategy-2/

Brexit in Europe

http://www.economist.com/blogs/graphicdetail/2016/03/daily-chart-11

Solar is soaring (but will it continue with the current low oil prices?)

http://www.vox.com/2016/3/10/11192022/big-solar-boom-times

Research by the BIs on the interaction between fiscal sustainability and crisis

http://www.bis.org/publ/work552.pdf

Is this real, or just a different way of measuring it?

http://www.voxeu.org/article/credit-where-rd-tax-credit-s-due

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