Good Morning! Oil break evens in international context

https://www.cfr.org/blog-post/follow-external-balance-payments-breakevens-oil-exporters

Don’t look at unemployment: look at prime rate non employment rate and the Philips curve works again!

https://www.economy.com/dismal/analysis/datapoints/296127/There-Is-No-US-Wage-Growth-Mystery/

One year down, can she make it through the second?

https://www.economist.com/blogs/graphicdetail/2017/07/daily-chart-8

This is for the US though

https://www.bloomberg.com/view/articles/2017-07-11/how-equities-took-over-asset-allocations

Nice one: sizing up the iceberg…

https://qz.com/1027701/two-luxembourgs-10-madrids-one-delaware-how-a-giant-iceberg-in-antarctica-is-described-around-the-world/

And the schedule for the week to come

http://www.calculatedriskblog.com/2017/07/schedule-for-week-of-july-16-2017.html

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