Mind the (Trump) gap….

https://www.robeco.com/media/b/3/f/b3f579cc184fbdaae413cc8e60c466d2_monthly-full-theme-2018-03_tcm17-11508.pdf

Say what?

https://www.frbsf.org/economic-research/publications/economic-letter/2018/march/economic-forecasts-with-yield-curve/

Beat that!

https://www.bloomberg.com/gadfly/articles/2018-02-27/warren-buffett-is-an-even-better-investor-than-you-think

In case you think the tax reform of Trump has no impact…

https://www.bloomberg.com/gadfly/articles/2018-03-05/five-charts-that-show-where-those-corporate-tax-savings-are-going

A ‘bit’ of currency history

https://voxeu.org/article/money-and-monetary-stability-europe-1300-1914

The IMF takes a crack at this: “How Well Do Economists Forecast Recessions?”

http://www.imf.org/en/Publications/WP/Issues/2018/03/05/How-Well-Do-Economists-Forecast-Recessions-45672

A trend in the land of active management

https://www.economist.com/news/finance-and-economics/21738385-they-are-hoping-bigger-bets-let-them-beat-market-and-passive-funds-active-fund

How will the US fund its twin deficit?

https://www.cfr.org/blog/how-will-us-fund-its-twin-deficits

On the convergence of inflation in emerging countries

https://voxeu.org/article/convergence-emerging-market-inflation

Wow, what’s happening here?

https://www.bloomberg.com/view/articles/2018-03-06/spotify-silicon-valley-and-npr-s-not-so-tiny-tiny-desk

The shadow side of the silk road initiative…

https://qz.com/1223768/china-debt-trap-these-eight-countries-are-in-danger-of-debt-overloads-from-chinas-belt-and-road-plans/

How far can unemployment drop? No one really knows…

https://www.nytimes.com/2018/02/28/upshot/how-low-can-unemployment-really-go-economists-have-no-idea.html

Cool overview for GDP nerds

http://www.imf.org/en/Publications/WP/Issues/2018/03/02/The-Status-of-GDP-Compilation-Practices-in-189-Economies-and-the-Relevance-for-Policy-45669

On bond bear markets

https://www.themacrotourist.com/posts/2018/03/02/newtourist/

So much for recycling plastics…

https://www.economist.com/blogs/graphicdetail/2018/03/daily-chart-2

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