Noted for you morning ruminations or procrastination

1. Why The China Pessimists Will Be Proved Wrong
   Sustainable quality growth is the watchword for 2015. There is a near consensus that China’s economic growth will cool further in 2015. Some analysts are predicting a growth target of about 7.3% this year, but many think the official growth target is more likely to be pegged around an achievable target of 7%. The International Monetary Fund has predicted a growth rate of 6.8%.
2. Mario Draghi’s Bombshell Is Europe’s Last, Best Hope to Return to Growth
   It may also be the last, best hope to prevent Western Europe from sliding toward another lost economic decade, with the high unemployment and geopolitical strains that would imply.
3. Family Dollar Shareholders Approve $8.5 Billion Deal With Dollar Tree
   Prominent shareholder advisory firms, including Institutional Shareholder Services, ultimately urged investors in Family Dollar to support the lower takeover bid, arguing that the certainty of closing the Dollar Tree deal outweighed the higher price of the other bid.
4. Fed Watch: Policy Divergence
   Late last week, Reuters reported that the Fed’s resolve was stiffening. This week, the Wall Street Journal reported the Fed was staying the course. This morning, Bloomberg says the Fed is getting weak in the knees
5. Why ‘Emotional Intelligence’ Is The Most Important Personality Trait You Can Have
   For leaders, self-awareness is crucial to developing emotional intelligence and preventing derailment. Simply knowing our own values, attitudes, beliefs and motivators goes some way to helping us to understand our own behaviour and, in particular, how we respond when these values feel compromised.
6. Insiders, Outsiders, and U.S. Monetary Policy
   Well, even smart, flexible people can fall prey to incestuous amplification. And I worry that this is what is happening to the insiders. On the whole, it seems less likely for the outsiders, although it’s true that the Keynesian econoblogs form what amounts to a tight ongoing discussion group that could be doing some amplification of its own
7. Larry Summers warns of epochal deflationary crisis if Fed tightens too soon
   “Deflation and secular stagnation are the threats of our time. The risks are enormously asymmetric,” said Larry Summers, the former US Treasury Secretary. “There is no confident basis for tightening. The Fed should not be fighting against inflation until it sees the whites of its eyes.”
8. Considerable capital flow, volatile Rupee to keep RBI Governor Raghuram Rajan on edge
   India received a record $40.32 billion from international institutional investors in both debt and equity in 2014. This year, the inflows have been $2.2 billion so far in debt and equity. It is this flow based on optimism about India that’s led to the rupee gain almost 2 per cent in relation to the US dollar.
9. End of a Trend? Finding Reason for Optimism Overseas
10. Oil Climbs as Saudi King’s Death Spurs Policy Speculation
    “The passing of King Abdullah is going to increase uncertainty and increase volatility in oil prices in the near term,”
11. Oil Drillers ‘Going to Die’ in 2Q on Crude Price Swoon
    Oil drillers will begin collapsing under the weight of lower crude prices during the second quarter and energy explorers who employ them will shortly follow, according to Conway Mackenzie Inc., the largest U.S. restructuring firm.
12. How Much Deflation Is Enough? Time To Put More Into Commodities