Very cool overview of the biggest companies in the world

http://ritholtz.com/2017/05/biggest-companies-revenue/

GDP may have been weak, tax revenues in the US are not.

http://www.investors.com/news/economy/tax-revenues-are-surging-so-brace-for-a-fed-surprise/

And here is another strong link…

http://www.businessinsider.com/fed-meeting-statement-why-economic-slowdown-transitory-2017-5

Globalization, the long view

http://www.bradford-delong.com/2017/05/globalization-in-the-crosshairs-trade-jobs-inequality-globalization-robots-ii.html

The first 100 days of the Trump

http://www.economist.com/blogs/graphicdetail/2017/04/daily-chart-21

The Euro area is beating the US

https://www.economist.com/news/finance-and-economics/21721557-first-quarter-figures-probably-overstate-gap-between-two

Europe is overtaking the US on various measures…

http://www.economist.com/blogs/graphicdetail/2017/05/daily-chart-1

The rise of clean energy

http://ritholtz.com/2017/05/cheap-energy-revolution-coal-wont-cut/

Taxes: another unpredictable economic variable, it seems…

https://growthecon.com/blog/Taxes-Growth/

And talking about Buffett…

http://www.businessinsider.com/warren-buffett-vs-sp-500-2017-5

The VIX and its buyers…

https://www.ft.com/content/7f4fa84e-2eaa-11e7-9555-23ef563ecf9a

Out with the old, in with the Macron!

http://www.economist.com/blogs/graphicdetail/2017/05/daily-chart-0

The Trump diagram: from (ab)normal to (not) important

https://www.nytimes.com/interactive/2017/05/03/upshot/has-the-trump-presidency-gotten-more-normal-an-expert-panel-rates-28-events.html

Haven’t read this, probably should. “is capital the answer to Germany’s current account surplus?”

http://bruegel.org/wp-content/uploads/2017/04/PC-12-2017_2.pdf

But labour productivity may be finally picking up?

https://www.ft.com/content/9e97073c-e883-3372-904d-8a903aed001d

 

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