A pretty cool long-term track record on Japan warming
http://www.economist.com/blogs/graphicdetail/2017/04/elephant-bloom
Soft data has been driving the stock markets, hard data has lagged…
The savings glut: it is the corporates that have been saving more…
http://voxeu.org/article/global-corporate-saving-glut
The bubble of our day?
Two chapters of the Global Financial Stability report have been published!
Hardliners on Brexit
http://www.economist.com/blogs/graphicdetail/2017/04/daily-chart-2
Pretty deadly title this…
https://www.bloomberg.com/view/articles/2017-04-03/capitalism-communism-comebacks-and-cows
And here is some more of that
http://ritholtz.com/2017/04/sunday-reads-87/
Obliged reading for all: the IMF on the Netherlands!
The canary down the coal mine, or just some noise?
https://www.bondvigilantes.com/blog/2017/04/06/cracks-reflation-trade/
China’s confusing trade numbers…
http://blogs.cfr.org/setser/2017/04/04/chinas-confusing-trade-and-current-account-numbers/
Cool chart on the historic composition of the Dow
http://ritholtz.com/2017/04/life-times-dow/
Painful.
http://www.etf.com/sections/etf-industry-perspective/vanguard-evolution-active-management?nopaging=1
Remind me to revisit this, five years from now…
http://www.businessinsider.com/bank-of-america-merrill-lynch-post-brexit-trade-deals-2017-4
Interesting chart. Look at France…
http://www.businessinsider.com/jpmorgans-jamie-dimon-on-brexit-and-the-eu-2017-4
More on the productivity puzzle
https://flipchartfairytales.wordpress.com/2017/04/04/productivity-and-bad-bosses/
“Does productivity drive wages? Evidence from sectoral data”
https://bankunderground.co.uk/2017/03/30/does-productivity-drive-wages-evidence-from-sectoral-data/
Play the fool, fake or truth quiz of the Economist
http://www.economist.com/blogs/graphicdetail/2017/04/daily-chart
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