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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