Interesting chart (plus article) on productivity growth (or the lack thereof) in the construction sector

http://conversableeconomist.blogspot.com/2017/03/sagging-productivity-in-construction.html

The OECD publishes its interim update

http://www.businessinsider.com/4-biggest-risks-facing-the-world-economy-according-to-oecd-2017-3

US stocks look pretty expensive again…

https://www.bloomberg.com/view/articles/2017-03-03/what-to-make-of-these-twice-in-history-s-p-500-valuations

So. The Netherlands is off the hook of being a currency manipulator, I would say

http://ritholtz.com/2017/03/2017-mexico-trade-deficit/

25 to 1? Can I really trade on that?

http://gregmankiw.blogspot.ae/2017/03/an-odds-on-bet.html

Here is your how-to-rebuild-civilization starters kit (via ftalphaville)

http://climateerinvest.blogspot.ae/2017/03/when-time-comes-will-you-be-ready-to.html

Robots to the rescue!

http://markets.businessinsider.com/news/stocks/aging-population-and-automation-effect-on-economic-growth-2017-3-1001817199-1001817199

“What’s wrong with the US economy? A theory, in one blog post”

http://douglaslcampbell.blogspot.ru/2017/03/introductory-post-no-us-economy-is-not.html

The BIS quarterly reviews with various special topics. Like this one on consumption led recoveries

http://www.bis.org/publ/qtrpdf/r_qt1703.htm#specialfeatures

A bit more technical: where are the dollar deposits coming from?

https://ftalphaville.ft.com/2017/03/06/2185403/where-are-the-worlds-dollar-deposits-coming-from-embargoed-monday-noon/

Spot the weird one out…

https://mainlymacro.blogspot.com/2017/03/why-its-your-bloody-gdp-not-ours.html

A bit of reading on trade

http://voxeu.org/article/exchange-rates-and-utilisation-free-trade-agreements

Nice chart on buybacks

https://www.ft.com/content/5550aa1e-fdce-11e6-8d8e-a5e3738f9ae4

“Why do Germans remember the Weimar hyperinflation?”

http://blog.janmusschoot.be/2017/03/01/why-do-germans-remember-the-weimar-hyperinflation/

“Trump’s Industrial Rebirth Is a Dead End”

https://www.bloomberg.com/view/articles/2017-03-07/trump-s-industrial-rebirth-is-a-dead-end

Interesting read on the possible connection between weak productivity and strong earnings

https://growthecon.com/blog/Markups/

 

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