Trump growth assumption

https://www.washingtonpost.com/news/wonk/wp/2017/05/30/larry-summers-what-history-tells-us-about-trumps-budget-unicorn/

Trump finally keeps a promise. Sort of.

https://www.businessinsider.nl/environmental-consequences-trump-us-paris-agreement-2017-6/

https://ig.ft.com/trump-paris-agreement-speech-annotator/

https://www.ft.com/content/7f3a92aa-46ed-11e7-8d27-59b4dd6296b8

“Will President Trump rescue failing pension funds?” Uhm….

https://www.economist.com/news/finance-and-economics/21722890-governments-safety-net-private-pensions-fraying-will-president-trump

Lowflation and the Fed.

https://www.ft.com/content/b165f756-e4bf-3a70-880f-74474f6538fa

120 years and counting

http://ritholtz.com/2017/05/happy-birthday-dow-industrials/

Ramadan fasting in Helsinki is pretty bad….

http://www.economist.com/blogs/graphicdetail/2017/05/daily-chart-19

“Is efficient-market theory (finally) becoming more efficient?”

http://www.economist.com/news/finance-and-economics/21722669-theory-changing-traders-behaviour-and-vice-versa-efficient-market-theory

Cool chart on Chinese aluminum production

https://www.washingtonpost.com/news/wonk/wp/2017/06/29/this-remote-factory-is-where-trump-may-finally-draw-the-line-on-trade/

VIX meets passive?

https://macro-man.blogspot.nl/2017/05/market-volatility-reports-of-my-death.html

The IMF develops policy uncertainty indices for Japan

http://www.imf.org/en/Publications/WP/Issues/2017/05/30/Policy-Uncertainty-in-Japan-44915

The secular stagnation thinking still strong in this one

https://www.brookings.edu/articles/secular-stagnation-even-truer-today-larry-summers-says/

Net exposure of the Netherlands to the US: $ 350 billion

http://ritholtz.com/2017/05/visualizing-usa-debt/

 

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