To keep in mind with today’s payroll report…
http://www.businessinsider.com/ian-sheperdson-november-jobs-revisions-2014-12
There are still some inflationistas out there, apparently…
http://www.ritholtz.com/blog/2014/12/what-worries-investors/#more-134714
And another important productivity question: are we mismeasuring productivity growth?
http://macromarketmusings.blogspot.nl/2014/12/are-we-mismeasuring-productivity-growth.html
The US consumer…
http://thereformedbroker.com/2014/12/03/yes-the-american-consumer-is-back/
Investing is so easy: just do not own the worst performing sector each year…
http://www.economist.com/news/finance-and-economics/21635511-key-stockmarket-success-avoiding-worst-sectors-take-your-pick
Chinese stocks on leverage…
http://ftalphaville.ft.com/2014/12/04/2060581/chinas-levered-stock-market/
Another one on shale gas. The umpteenth…
http://www.nature.com/news/natural-gas-the-fracking-fallacy-1.16430
Debt in the US: when will the student bubble burst?
http://online.wsj.com/articles/americans-borrowing-more-briskly-for-cars-homes-1416931220
