The United States: Housing investment forecast from Oxford Economics:
China: Tightening liquidity (the M1 money supply) suggests that imports could slow further.
The Eurozone: Here are the Eurozone’s debt dynamics since 2000.
Equities: The slowdown in earnings growth doesn’t look as sharp when the impact of tax cuts is stripped from the trend.
Global Developments: Here is the total debt-to-GDP ratio by country.
Food for Thought: Home financing by age:
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