The pension pain that is coming to America, soon…

http://trueeconomics.blogspot.nl/2017/05/22517-us-public-pensions-system.html

Balancing the books, Trump style

http://www.cbpp.org/research/federal-budget/gap-between-trump-cbo-predictions-on-economic-growth-the-largest-on-record

The Economist on the Trump plans

http://www.economist.com/blogs/graphicdetail/2017/05/daily-chart-16

Political anxiety has sharply risen thanks to Trump

https://www.businessinsider.nl/jpmorgan-geopolitical-anxiety-index-extremely-high-due-to-trump-2017-5/

The puzzle…

http://voxeu.org/article/puzzle-high-policy-uncertainty-and-low-market-volatility

CAPEX no more (but what is cause and effect here?)

https://www.businessinsider.nl/capex-vs-consumer-spending-in-stock-market-2017-5/

‘Fiscal breakeven’ of the various OPEC countries

https://www.businessinsider.nl/opec-meeting-production-cuts-2017-5/

So does CAPE work or not?

http://ritholtz.com/2017/05/weekend-reads-271/

Profitable short-impeachments are hard to find…

https://macromon.wordpress.com/2017/05/18/beware-shorting-impeachments/

Some interesting research on the rise (and slowdown) of Fintech by the BIS

http://www.bis.org/publ/cgfs_fsb1.pdf

Inflow into tech stocks is on track to break a record

https://www.businessinsider.nl/tech-stocks-havent-been-this-hot-since-the-dot-com-bubble-2017-5/

Oh! The truth about the tulipmania

https://stratechery.com/2017/tulips-myths-and-cryptocurrencies/

A big study by the IMF into state contingent debt. GDP bonds and coco’s for governments

http://www.imf.org/en/Publications/Policy-Papers/Issues/2017/05/19/pp032317state-contingent-debt-instruments-for-sovereigns

US wages are not going up.

https://www.businessinsider.nl/slow-wage-growth-from-demographics-and-employers-2017-5/

And nor are British wages…

http://www.businessinsider.com/low-unemployment-wage-increases-gig-economy-2017-5

FDR is the employment champ

https://www.businessinsider.nl/unemployment-under-us-presidents-chart-and-implication-for-trump-2017-5/

The ECB stability report

https://www.ecb.europa.eu/pub/pdf/other/ecb.financialstabilityreview201705.en.pdf

“ VIX Trading, Hoaxes and Blockchain”

https://www.bloomberg.com/view/articles/2017-05-24/vix-trading-hoaxes-and-blockchain

 

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