Good morning. PMI’s across the globe
https://www.bespokepremium.com/think-big-blog/global-pmis-mixed/
Ignoring soft data (fake news?)
https://www.ft.com/content/dfbb5ba3-e21b-338a-8dc9-b26bf0b5bd13
Pretty deadly title this…
https://www.bloomberg.com/view/articles/2017-04-03/capitalism-communism-comebacks-and-cows
Obliged reading for all: the IMF on the Netherlands!
Talk about just wanting to see what you want to see…
http://www.ecb.europa.eu/press/key/date/2017/html/sp170403_1.en.html
The nonsense of estimating the trend growth by extrapolating the highest level…
http://www.imf.org/en/Publications/Staff-Discussion-Notes/Issues/2017/04/03/Gone-with-the-Headwinds-Global-Productivity-44758
Play the fool, fake or truth quiz of the Economist
http://www.economist.com/blogs/graphicdetail/2017/04/daily-chart
“Securitisation, credit risk and lending standards revisited”
http://www.ecb.europa.eu/pub/economic-research/resbull/2017/html/rb170330.en.html
Cool table on the gold standard: the darker, the longer a country stayed on it (and look at the US)
http://douglaslcampbell.blogspot.nl/2017/04/the-gold-standard-great-depression-and.html
The importance of rainfall in Africa
http://voxeu.org/article/role-rainfall-africas-ethnic-conflicts
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