Good morning. Ah, yes: that classic…
http://www.calculatedriskblog.com/2017/02/update-scariest-jobs-chart-ever.html
Long term is better, according to McKinsey
http://www.mckinsey.com/global-themes/long-term-capitalism/where-companies-with-a-long-term-view-outperform-their-peers
“Bubbles are rarer than you think…”
http://www.economist.com/news/business-and-finance/21716578-and-very-hard-recognise-until-it-too-late-bubbles-are-rarer-you-think
Korea rules the waves…
http://conversableeconomist.blogspot.nl/2017/02/r-investment-international-snapshot.html
Six fables of fixed income investing according to Aberdeen
http://uk.businessinsider.com/aberdeen-asset-management-investing-2017-2
Migrating to the next level in the income league is not easy
http://conversableeconomist.blogspot.co.uk/2017/02/the-middle-income-trap-and-governance.html
The ‘unemployment’ problem in the US
https://www.bloomberg.com/features/2017-new-unemployment/
A bit of perspective on that outperformance of Emerging markets
https://www.bespokepremium.com/think-big-blog/emerging-markets-breakout/
British millennials are getting the wrong end of the deal
http://uk.businessinsider.com/british-millennials-poorer-interest-rates-pension-plans-2017-2
On Asian currency manipulators
https://www.ft.com/content/d2aeb4bc-ef71-11e6-930f-061b01e23655
The IMF’s assessment on the Australian economy right now
http://www.imf.org/en/Publications/CR/Issues/2017/02/09/Australia-2016-Article-IV-Consultation-Press-Release-Staff-Report-Staff-Statement-and-44632
Huge migration in Asia on the horizon?
http://www.economist.com/blogs/graphicdetail/2017/02/daily-chart-6
And a bit of colour locale on Brazil: homicides
http://ritholtz.com/2017/02/sunday-reads-81/
And the US schedule for the week to come
http://www.calculatedriskblog.com/2017/02/schedule-for-week-of-feb-12-2017.html
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