Good Morning. The US recovery by state

http://ritholtz.com/2017/08/current-state-us-economy/

The IMF on China: debt is certainly not trending in the right direction

http://www.imf.org/en/Publications/CR/Issues/2017/08/15/People-s-Republic-of-China-2017-Article-IV-Consultation-Press-Release-Staff-Report-and-45170

“The productivity slowdown is even more puzzling than you think”

http://voxeu.org/article/productivity-slowdown-even-more-puzzling-you-think

And here is another on productivity

https://growthecon.com/blog/DE-Markups/

The rise of assets worldwide

http://awealthofcommonsense.com/2017/08/how-to-get-rich-with-alternative-investments/

Remind me to read this one.

https://ftalphaville.ft.com/2017/08/25/2192774/another-way-to-look-at-wage-growth/

The ECB is quite positive about its own Asset Purchasing Program

http://ritholtz.com/2017/08/macroeconomic-impact-ecbs-expanded-asset-purchase-programme-app/

Cool chart on banking rescue recovery rates

https://www.ft.com/content/b823371a-76e6-11e7-90c0-90a9d1bc9691

So much for forecasting the future….

https://www.economist.com/blogs/freeexchange/2017/08/budgetary-crystal-balls

A bit of reading on the US external debt, by my former boss Wim Boonstra

http://voxeu.org/article/external-debt-us-no-cause-concern-yet

Credit quality is in decline in Europe

https://www.bondvigilantes.com/blog/2017/08/23/decline-covenants-european-leveraged-loan-market/

Not very surprising

https://www.economist.com/blogs/graphicdetail/2017/08/daily-chart-16

For what it is worth

https://www.businessinsider.nl/stocks-market-news-traders-bailing-from-us-equities-2017-8/

Still need to take a better look at this one

https://www.economist.com/blogs/graphicdetail/2017/08/daily-chart-17

And, yes, the US schedule for the week to come!

http://www.calculatedriskblog.com/2017/08/schedule-for-week-of-aug-27-2017.html

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