Good morning. Nice one!

https://www.weforum.org/agenda/2016/11/america-states-world-largest-economies

Another good piece of Blitz: ETFs are on aggregate neutral on factor exposure

https://ssrn.com/abstract=2912287

The art -not the science- of Economics. From “Forecasting euro area inflation
using targeted predictors”

http://www.ecb.europa.eu/pub/pdf/scpwps/ecbwp2015.en.pdf

A report looking at whether semiconductor price declines are recorded correctly in the PPI… (spoiler alert: nope)

http://ritholtz.com/2017/02/fast-semiconductor-prices-falling/

Whicjh US state would suffer in a NAFTA meltdown?

http://www.economist.com/blogs/graphicdetail/2017/02/daily-chart-2

Cool interactive way of visualising Mexican-US trade

https://qz.com/896482/everything-the-us-imports-from-mexico-and-the-tariff-collected/

Say what??? Factor Investing is more art, and less science

http://blog.alphaarchitect.com/2017/02/03/factor-models-are-more-art-and-less-science/#gs.PzRnjCc

Interesting chart…

http://www.regblog.org/2017/02/06/miller-perez-measuring-obama-administration-historic-midnight-surge/

UK house prices over seven centuries…

https://www.globalfinancialdata.com/gfdblog/?p=3994

Political risk deviates from what we have seen in the past

https://ftalphaville.ft.com/2017/02/06/2183903/__trashed-2/

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