Good morning. Go Long financials?
Trouble on the horizon?
http://www.businessinsider.com/the-us-economy-is-sounding-an-alarm-that-everyone-is-ignoring-2017-3
The ECB monthly report
http://www.ecb.europa.eu/pub/economic-bulletin/html/eb201702.en.html
Millenials the hype remains…
https://www.economist.com/news/united-states/21719501-would-turn-conventional-wisdom-renting-better-labour-mobility-its
Should this be happening?
https://ftalphaville.ft.com/2017/03/23/2186301/what-if-breakeven-inflation-and-the-term-premium-are-measuring-the-same-thing/
Disagree “The Need for Very Low Interest Rates in an Era of Subdued Investment Spending”
http://libertystreeteconomics.newyorkfed.org/2017/03/the-need-for-very-low-interest-rates-in-an-era-of-subdued-investment-spending.html
Grexit is back? Never been away, right?
http://www.businessinsider.com/greece-debt-grexit-eurozone-imf-2017-3
Dr Ed’s still out there
http://blog.yardeni.com/2017/03/age-old-adages-for-bull-market.html
Oops…
http://ritholtz.com/2017/03/wage-growth-great-recession/
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