Eoin Treacy's view Thanks to a subscriber for this list of mostly academic reports contributed in the spirit of Empowerment Through Knowledge. The IMF report China: Article IV has some particularly interesting charts on houshold credit relative to GDP which may be of interest .

“Testing for the existence of a bubble in the stock market”

Fed: “Uncertainty and the Slow Labor Market Recovery”

“THE FUNDING OF STATE AND LOCAL PENSIONS: 2012-2016”

“How Portfolios Evolve After Retirement”

BIS: On the correlation between commodity and equity returns: implications for portfolio allocation

IMF: “China: Article IV”

“Does Chinese Inflation Understate Cost of Living?”