Good morning. Soft economic data continues to move higher

https://www.bespokepremium.com/think-big-blog/consumer-confidence-its-all-about-the-income/

But the hard data is so far lacking…

https://www.businessinsider.nl/trump-election-economy-changes-consumer-business-2017-3/

Spreads in Emerging Market Bonds and policy reforms

http://www.imf.org/en/Publications/WP/Issues/2017/03/28/The-Effects-of-Data-Transparency-Policy-Reforms-on-Emerging-Market-Sovereign-Bond-Spreads-44772

The end of the art of stock pickers?
https://www.wsj.com/articles/blackrock-bets-on-robots-to-improve-its-stock-picking-1490736002?mod=pls_whats_news_us_business_f
https://www.ft.com/content/b0056320-13e3-11e7-b0c1-37e417ee6c76

Randomnessing the fools

https://www.bespokepremium.com/think-big-blog/djia-nine-day-losing-streaks/

Chinese banks. Too big, period?

Currency manipulation!

http://blogs.cfr.org/setser/2017/03/27/chinas-estimated-intervention-in-february/

Subprime is trying to make a comeback

https://pro.creditwritedowns.com/2017/03/subprime-auto-delinquency-rate-at-highest-level-since-financial-crisis.html

The Bank of England’s stress test

https://www.businessinsider.nl/what-does-bank-of-england-stress-tests-involve-2017-3/

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