Not much support for tariffs…

https://www.economist.com/blogs/graphicdetail/2018/03/daily-chart-13

Oil prices do not have an impact on inflation expectations after all

https://voxeu.org/article/oil-prices-do-not-affect-inflation-expectations-after-all

Mortgage defaults across countries

https://voxeu.org/article/mortgage-delinquency-rates-cross-country-perspective

Eat my dust…

http://ritholtz.com/2018/03/china-overtaken-u-s-terms-innovation/

Supply (up) and demand (not certain) in US government bonds

https://research.stlouisfed.org/publications/economic-synopses/2018/03/09/on-the-supply-of-and-demand-for-u-s-treasury-debt

A good ebook on this topic from Shiller (et al): “Sovereign GDP-Linked Bonds: Rationale and Design”

https://voxeu.org/content/sovereign-gdp-linked-bonds-rationale-and-design

Interesting bit of reading on (net) share buybacks

https://ftalphaville.ft.com/2018/03/18/1521378496000/Giving-stock-away-to-staff-doesn-t-absolve-share-buybacks/

Has the relationship broken down, or was it randomness fooling to begin with?

https://www.frbsf.org/our-district/about/sf-fed-blog/boomer-retirement-weighing-down-us-equity-markets/

Interesting report by the ECB on ageing and pensions

https://www.ecb.europa.eu//pub/pdf/other/ebart201802_02.en.pdf

Italian land prices are the weird one in this chart

http://ec.europa.eu/eurostat/documents/2995521/8756523/5-21032018-AP-EN.pdf/b1d0ffd3-f75b-40cc-b53f-f22f68d541df

The median US CEO pay is now $11.6 million

https://www.wsj.com/articles/stock-markets-surge-lifts-ceo-pay-to-record-highs-1521624600

“…don’t know what causes inflation, how to measure it, or how to move it up and down”

https://www.bloomberg.com/news/articles/2018-03-22/the-great-inflation-mystery

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