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“The function of the real estate is same: distribute goods to customers,” Converting malls to distribution centers https://t.co/WphPJCd9oS

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Yet another indicator of how narrowly the current S&P500 rally is based @SoberLook @BMIResearch https://t.co/z1ag5Rw5ul

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QE has disguised the effect of falling foreign demand for fixed income assets -> taper pressures ahead… https://t.co/8nZLKRyxgY

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Groceries for poor people: Incidence of poverty in US by region as measured by take up of food stamps program.… https://t.co/yKBQG959dn

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Global savings glut is no longer being recycled into official reserve holdings -> will add pressure on yields… https://t.co/BotfFeMQDd

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Exotic Armour, an inside look at Sudan's armour repair facility https://t.co/xsPxl7VPSU https://t.co/BJjocm21a3

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Austin Powers Bites Back … best title ever for a paper on dental inequality in the US and the UK? Its for real… https://t.co/XK9k533paV

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Online is hitting retail. Automation may hit drivers. Two key low-skill occupations in crosshairs in coming decades… https://t.co/lfh01JbxRI

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One monetary policy for Texas and Michigan? With reduced shock absorbers is US an optimal currency area?… https://t.co/A3d2PztUZ5

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Good Day! L'Arche de Triomphe, Paris Giuseppe de Nittis 1875 (Currently up for auction at Sotheby's)… https://t.co/lt7dFCwHUy

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Taken in 1949 at breakers yard in Scotland…HMS'sNelson, Rodney, Royal Sovereign…awaiting their end. https://t.co/szXHB0jli6

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Where Macy’s was …. a terminal crisis of suburban mall-based retail in the US? https://t.co/myOoTCNe6P https://t.co/NKqJxbZSdX

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Keeping track of uneven and combined development in a G20 world @MoodysInvSvc on global business cycle @SoberLook https://t.co/moWdzR9Hag

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The key to thinking straight about German trade surplus is not on export but on import side https://t.co/JMNMSvj1Rg https://t.co/AJKFrjQc5K

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German companies most dependent on US markets: inv goods, pharma, cars, luxury goods https://t.co/JMNMSv1qZI https://t.co/OiFbviBWOT

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Helpful from @paulkrugman on US-German bilateral deficit: macro imbalances plus triangular trade are keys https://t.co/4b8H2zojMq

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On Karl Polanyi as a man out of touch, as a moralist failing to disguise himself as a realist @GlobalHistLab… https://t.co/yR5EWTafeZ

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Driven by the big member states, Eurozone labour markets ARE slowly recovering @SoberLook https://t.co/wBkleyUhwp

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Offshore wealth and the role of HSBC Switzerland https://t.co/YbX1RDPaKW https://t.co/MkPhfs6U4G

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Crisis … what crisis? whose crisis? With labour market data like this, no wonder Germany is unresponsive to outside… https://t.co/xO1bhJzk1f

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12000 civilian helicopters in US. 8000 in Europe v. 800 in China = huge market —>airbus breaks ground on new plant https://t.co/9cZjIGahvN

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3% personal taxes are evaded in Scan, but 30% in top 0.01% of wealth distribution = > $40 million in net wealth https://t.co/YbX1RDPaKW

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It took US economy 150 years to integrate. As US labour mobility declines, is it still an optimal currency area?… https://t.co/SzB2qgOjDG

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Geoffroy Champagne Rosé de Saignée made with Pinot Noir through leeching rather than mixing. DELICIOUS!… https://t.co/3U24U5JFTy

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Keep the pedal to the metal Mario! Eurozone inflation “peaks” @SoberLook https://t.co/X6UmrTFIKR

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Brazil (politics), Russia (oil), Gulf (oil), Argentina, India … there is a rash of EM worry out there this morning… https://t.co/pVgPStrYqb

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Will the PBoC prick the China bubble? Shipping industry is worried -> Baltic Dry plunges @SoberLook https://t.co/2uahpLBrWG

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"The communities wither away, and they never come back,” – mall-based social life in suburban US faces crisis… https://t.co/gic9M5SbIh

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Despite Trumpery, radical uncertainty in forecasts for future oil demand hangs over oil majors… https://t.co/TY5iShbPTB

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Extraordinary massacre in retail expected by @CreditSuisse for 2017 = huge long-term shift in female employmen… https://t.co/cFwxwFcgbT

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Suppressed modular payloads and “sea-frames” … https://t.co/ftbBxQFryd

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End of an era: 20-25% of 1,100 shopping malls in US = 220 -275 shopping centers, will likely shut down by 2022. https://t.co/qwoOLONMSa

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Sign of things to come? Crude oil plunges as data reveal Nigeria and Libya pushing OPEC output up @SoberLook https://t.co/xfqiDPByAt

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Wobbly US tax receipts add element of uncertainty to debt ceiling worries in US. Will the money run out already in… https://t.co/OiSxjfkdXV

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Coal industry stocks in US sell off on fear of hard exit from climate change agreements. Why? Fear of global “backl… https://t.co/VRh3gZ1poe

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Household formation in US since 2004 as divided between homeowners (green) and renters (blue). @SoberLook https://t.co/koLXMSRNuv

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