Brexit, the IKEA way

https://twitter.com/Cartoon4sale/status/958034143903961089

Poverty in the developed world…

http://ritholtz.com/2018/01/u-s-can-no-longer-hide-deep-poverty-problem/

Very cool overview of US Congressional resignations

https://www.bloomberg.com/view/articles/2018-01-31/trump-s-luck-hot-hands-and-lost-years

Richard Koo on the Trump tax cut

https://ftalphaville.ft.com/2018/01/31/2198238/richard-koo-likes-the-us-corporate-tax-cuts/

The way the US companies hoard their… uhm… cash?

https://ftalphaville.ft.com/2018/02/01/2198200/b-r-e-a-m/

Cool overview on the impact of education on earnings

https://www.economist.com/blogs/graphicdetail/2018/02/higher-education

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

The Financial Times on the prospects of an overheating German economy

https://www.ft.com/content/72e04478-0448-11e8-9650-9c0ad2d7c5b5

It is not just sterling…

https://www.businessinsider.nl/pound-dollar-exchange-rate-early-2018-rally-pantheon-macroeconomics-2018-1/

What the Italian polls say

https://www.economist.com/blogs/graphicdetail/2018/01/daily-chart-20

On balance, the average is up, right?

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

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

Slicing and dicing the US labour markets in search of the Trump impact

https://projects.propublica.org/graphics/trump-job-promises

 

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