Cool new dataset by the ECB on financial crises
https://www.ecb.europa.eu//pub/pdf/scpops/ecb.op194.en.pdf
“Why is it so hard to forecast interest rates?”
http://www.frbsf.org/economic-research/publications/economic-letter/2017/july/bridging-gap-forecasting-interest-rates-with-macroeconomic-trends/
There is no Q1 seasonal mismatch in the US after all (or: not that big)
https://www.federalreserve.gov/econres/notes/feds-notes/another-look-at-residual-seasonality-in-gdp-20170728.htm
Some interesting charts on bond bear markets
http://theirrelevantinvestor.com/2017/07/27/a-few-charts-and-a-few-thoughts-3/
Tight labour markets, declining income
https://ftalphaville.ft.com/2017/08/03/2192172/time-to-worry-about-the-american-consumer/
The IMF on the external sector
http://www.imf.org/en/Publications/Policy-Papers/Issues/2017/07/27/2017-external-sector-report
The winners take more and more…
https://qz.com/1040046/30-firms-earn-half-the-total-profit-made-by-all-us-public-companies/
The IMF on Japan
http://www.imf.org/en/Publications/CR/Issues/2017/07/31/Japan-Selected-Issues-45150
“Confronting the Challenges of Capital Flows”
https://blogs.imf.org/2017/08/02/all-hands-on-deck-confronting-the-challenges-of-capital-flows/
The sad state of things…
https://www.economist.com/blogs/graphicdetail/2017/08/daily-chart-0
A really interesting read, this one. Certainly not only about bitcoin
https://www.bloomberg.com/view/articles/2017-08-02/bitcoin-exchange-had-too-many-bitcoins
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