Will quantitative tightening be inflationary? The evidence is mounting. My latest: latest.13d.com/quantitative-t…

Before the Euro bears get too excited, they should recall Trump’s tweet to OPEC about increasing oil production when Brent was at $80. #currencywars

BBC News - McDonald's to ditch plastic straws bbc.com/news/uk-444923…

The sweeping overhaul at Nike illustrates how internal pressure from employees is forcing even huge companies to quickly address workplace problems. nytimes.com/2018/04/28/bus…

'Young Bloods' Look to Shake Up Thai Politics ozy.com/fast-forward/y… via OZY

Rising consumer prices have not been a significant problem for years. That may be about to change. washingtonpost.com/business/econo…

Locked out of the groundbreaking diplomacy in Korea, Putin may be seeking to play his hand as power broker in the Middle East, where his diplomatic cards may prove decisive, if played well. Read more: al-monitor.com/pulse/original…

My thoughts on the data regimes in US, China, and Europe, and how companies are making conformity feel like a game, in the latest podcast with Financial Sense financialsensenewshour.com/broadcast/insi…

Capitalism is as obsolete today as feudalism was yesterday. eand.co/why-capitalism…

Super thoughtful and timely interview with my colleague Damaris Colhoun on how Big Data and AI are converging to influence and persuade. 13d.com/podcasts-video…

The new global migrant crisis is in the Americas axios.com/where-hundreds…

IMF meddling is imperiling the sole success story of the 2011 Arab Spring--Tunisia is unravelling. nytimes.com/2018/05/03/wor…

Increased debt issuance and lower demand from the Fed are pushing up borrowing costs. The Economist

Immigration now rivals economics as the driving force in western politics. Gideon Rachman ft.com/content/7f4c62…

Exclusive: 40% in U.S. can't afford middle-class basics axios.com/americans-who-…

Kissinger on the dangers of AI. theatlantic.com/magazine/archi…

China now controls the lithium industry. scmp.com/tech/enterpris…

Daily chart: How heavy use of social media is linked to mental illness economist.com/graphic-detail… via The Economist

"In this troubled world that we're in today, where should I put my money in the next year?" The history of our #oil call and our outlook moving forward... youtube.com/watch?v=q2WGGr…

The wildly uneven recovery from the Great Recession axios.com/economic-growt…