Good morning. Even Bloomberg has now spotted that the US overvaluation theme is a regional phenomenon
On the mismeasurement of GDP (and how to deal with it)
https://www.project-syndicate.org/commentary/correcting-gdp-flaws-by-urs-rohner-2018-01
On crowding out of growth by the financial sector
https://ftalphaville.ft.com/2018/01/17/2197748/a-financial-enigma-within-a-productivity-puzzle/
And here is another nice chart of alphaville. Another way to show the increase of risk in banking
https://ftalphaville.ft.com/2018/01/17/2197783/that-time-when-american-banks-basically-existed-to-fund-the-government/
This is interesting: Thailand is close to reaching the criteria of a being a currency manipulator
https://www.cfr.org/blog/thailand-really-and-i-mean-really-close-meeting-treasurys-manipulation-criteria
Pretty shocking, this chart
https://www.washingtonpost.com/news/wonk/wp/2018/01/17/eric-trumps-401k-is-up-by-35-percent-but-half-of-american-families-dont-even-have-one/
On the circular economy of the EU
http://ec.europa.eu/eurostat/documents/2995521/8587408/8-16012018-AP-EN.pdf/aaaaf8f4-75f4-4879-8fea-6b2c27ffa1a2
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