China’s Tourist account is huge
https://www.cfr.org/blog/disaggregating-fall-chinas-current-account-surplus-2007
A number of interesting charts by the IMF
http://www.imf.org/en/News/Articles/2018/05/14/na051518-europe-on-an-upswing-in-six-charts
Luctor et emergo?
Global Debt.
Oil. It is all a question of supply..
http://www.businessinsider.com/oil-goldman-says-6-word-mantra-keeping-investors-out-of-best-asset-ytd-2018-5
…and demand
https://www.nakedcapitalism.com/2018/05/iea-high-oil-prices-taking-a-toll-on-demand.html
The Economist on the demise of Turkey
https://www.economist.com/finance-and-economics/2018/05/19/how-turkey-fell-from-investment-darling-to-junk-rated-emerging-market
583 million fake users: okay, that I cannot boast…
https://www.bloomberg.com/view/articles/2018-05-16/ritholtz-s-reads-gold-s-new-low-and-love-stories-of-tumblr
The IMF on Sub-Saharan Africa
“US companies begin to reduce bond holdings after tax overhaul”
https://www.ft.com/content/e4bf84b6-56a3-11e8-b8b2-d6ceb45fa9d0
The bond market and ETFs
http://www.etf.com/sections/blog/next-bond-crash-etf-story
A bit of reading on Argentina
https://www.cfr.org/blog/how-many-reserves-does-country-argentina-need
The Netherlands appears to be the odd one out here
Interesting chart on trade relations between the EU and Iran
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