Good morning. The Trump trade

http://ritholtz.com/2016/12/friday-reads-42-6/

But it looks like it has become a bit of a consensus trade

https://ftalphaville.ft.com/2017/01/06/2181920/that-trump-trade-in-full/

Not a Trump rally after all?

https://www.bespokepremium.com/the-closer/the-closer-1717-end-of-week-charts/

How Obama fared on the jobs front

http://www.wsj.com/articles/u-s-added-156-000-jobs-in-december-1483709582

Which is closely linked to this one…

https://www.whitehouse.gov/blog/2017/01/06/eight-years-labor-market-progress-and-employment-situation-december

So much for setting a target….

http://www.businessinsider.com/opec-quota-versus-actual-production-2017-1

Remember last year?

http://ritholtz.com/2017/01/avoid-guessing-games-use-past-data-context/

A bit of reading on impact investing

http://www.economist.com/news/finance-and-economics/21713839-more-and-more-investors-are-looking-beyond-just-financial-returns-impact-investing

China investment in the US…

http://blogs.wsj.com/economics/2016/12/30/china-tripled-pace-of-investment-in-u-s-in-2016-but-hurdles-loom/

Changing times

https://www.bloomberg.com/view/articles/2017-01-04/corporations-need-a-new-reason-to-be

What if… the British queen dies….?

http://www.businessinsider.com/what-happens-when-queen-elizabeth-ii-dies-britain-king-charles-2016-12

Cool misleading maps

http://www.economist.com/blogs/graphicdetail/2016/12/daily-chart-1?fsrc=rss

A classic

https://ourworldindata.org/wp-content/uploads/2016/12/World-as-100-people-2-centuries-1.png

Some cool animal photographs

http://www.bostonglobe.com/news/bigpicture/2016/12/23/amazing-animals/FGmQwxV9lzJpJvoEFp9NEP/story.html

And the US schedule for the week to come

http://www.calculatedriskblog.com/2017/01/schedule-for-week-of-jan-8th.html

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