Good morning. Good January? Here is what could follow. Or not.

http://www.businessinsider.com/us-stock-market-has-gone-parabolic-sending-bullish-signal-2018-1

US consumers are consuming more than they earn

https://www.washingtonpost.com/news/wonk/wp/2018/01/26/americans-are-saving-at-the-lowest-rates-since-the-housing-bubble-thats-a-big-red-flag-for-the-economy/

On what’s more important: debt of productivity (or are the linked?)

https://fsaraceno.wordpress.com/2018/01/25/public-debt-i-cant-believe-we-are-still-there/

Cool chart on Equity flows (even though it does not tell everything)

http://www.businessinsider.com/stock-market-sell-signals-mounting-amid-investor-euphoria-2018-1

How useful the CAPE is as a forecasting tool

https://www.researchaffiliates.com/en_us/publications/articles/645-cape-fear-why-cape-naysayers-are-wrong.html

This might be interesting, although I am not entirely sure. On inflation targetting

http://www.imf.org/en/Publications/WP/Issues/2018/01/26/Disagreement-about-Future-Inflation-Understanding-the-Benefits-of-Inflation-Targeting-and-45596

And the US schedule for the week to come!

http://www.calculatedriskblog.com/2018/01/schedule-for-week-of-jan-28-2018.html

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