Good morning. Where will we be three years from now?
The only real Must Read of the year: Credit Suisse Global Investment Returns Yearbook 2018. Factor investing and collectables! (via Martin Mlynar)
LOTS of charts on capital flows related to (and from) the US.
“Trade as an engine of growth”
Interesting, but I am not sure how accurate these kind of measurements are
And an IMF country report on Australia
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