Good morning. Brace for impact: reporting season is here!
https://www.bespokepremium.com/think-big-blog/earnings-deluge/

This comes with the health warning that 9 times out of 10 the estimate drops during the quarter

https://www.frbatlanta.org/cqer/research/gdpnow.aspx

“The dollar exchange rate as a global risk factor”

https://www.bis.org/publ/work695.pdf

On balance, the average is up

https://pro.creditwritedowns.com/2018/01/gallup-state-of-the-nation-partisanship.html

Ok, we have seen this. Does this mean that we are heading for a correction though?

http://www.businessinsider.com/goldman-sachs-stock-market-forecast-high-probability-of-correction-2018-1

Best of last week

https://lukasdaalder.com/2018/01/26/best-in-economics-this-week-january-26/

For the tennis fans out there

https://www.economist.com/blogs/graphicdetail/2018/01/daily-chart-19

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