They informed, educated and entertained me; articles from the last few days. 49.

What has distracted me from
working whilst dunking my Yogurt Flapjack cookies into a
frothy cup full of Columbia’s finest export.

As usual, links do NOT equal endorsements or even views. 

Many of my post links are from the USA. I find they are excellent at informing
me on so many subjects and are regularly ahead of the curve when it
comes to the particular topic of discussion.They frequently address a
subject that is highly relevant to the UK but has yet to be broached in
any meaningful form on this side of the Atlantic. The depth of the
articles are also highly commendable.


It is good to balance ones China outlook
Credit – Ephedrine Macromonics

Private debt matters but so does private consumption.

When creating a drainage system having a 30cm pipe flow into a 10cm pipe will not work when it rains hard
The most powerful financial regulators in the world — and they never asked for the job Medium
Bit nerdy here
An RRR in China explainer Ft Alphaville
The UK needs more of this type of policy
China and a friendly reminder to keep watching those capital outflows Ft Alphaville
‘ PBoC is trying to direct lending by targeting the types of lending it
will support. To the extent that this lending flows into small and
medium enterprises, agriculture ‘
Why the Fed Will Raise Interest Rates This Year MacroMarketMusings
Reflation trades reflating the P+L Polemics Pains
I remain concerned that bonds are the San Andreas fault of the global markets and are going to trigger high leverage unwinds.
Plant-derived compound targets cancer stem cells Science Daily
Zenefits Is Tagged With a $4.5 Billion Valuation After Just Two Years WSJ
Google Software to Power System for Analyzing Financial Markets Bloomberg
What the Debate on Inequality Is Missing NYT