Good morning. Look who has made it to the “The most important charts in the world from the brightest minds on Wall Street” list!

http://www.businessinsider.com/most-important-charts-markets-finance-chartbook-2017-6

Inflation: a quaint thing of the past?

http://www.bradford-delong.com/2017/06/must-read-nick-bunker-is-the-fed-being-misguided-by-the-phillips-curve-looking-at-the-prime-age-employment-rate-the.html

For the bond specialists

https://ftalphaville.ft.com/2017/06/21/2190451/your-regular-reminder-that-credit-risk-is-above-zero/

Here we go again?

https://pro.creditwritedowns.com/2017/06/the-oil-price-cliff-dive-will-end-the-prospect-of-double-barrelled-tightening.html

From the BoE. Interesting, but I am more interested in real growth (with inflation 3% higher)
http://www.bankofengland.co.uk/Pages/reader/index.aspx?pub=qb17q2article3&page=1

Interesting observation: “It Seems the Wealth Effect Isn’t As Efficient as It Used To Be”

http://climateerinvest.blogspot.nl/2017/06/it-seems-wealth-effect-isnt-as.html?m=1

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