Seasonality map for the US stock market. Note that such maps are rather straightforward for any asset with a statistics package such as SPSS, Stata or Eviews.
Maybe, it's not the public, but private debt we should be worried about in the Euro Area.
John Mauldin's latest piece (via The Big Picture). Econopicdata does not agree with his view on the impact of tax hikes on growth.
Economics is hard- sorry no HT, as I am not sure where I got this from.
James Hamilton summarizes Mark Watson's recent presentation on identifying business cycles.
Just the appropriate time to remind a well-written football book.
BIS is asking for fiscal and monetary tightening, which WSJ summarizes as well. A related question, addressed by none other than Martin Wolf, is how to decide on the "expansionaryness" of monetary policy. Davis Beckworth responds.
Felix Salmon summarizes the most recent arguments for expansionary fiscal contraction for developed countries.
Housing supply metrics for the U.S. by Calculated Risk. Speaking of housing, the Big Picture continues with his discussion of home prices.
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