Good Morning. From last week, but interesting nevertheless: What happened to government debt after it hit 100%?

(source: http://www.imf.org/external/pubs/ft/weo/2012/02/pdf/c3.pdf)

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Another month, another weak Chinese PMI number???

?????????????????? http://www.businessinsider.com/china-official-manufacturing-pmi-2012-9

?????????????????? http://www.ft.com/intl/cms/s/0/cdc8db78-0b71-11e2-afb8-00144feabdc0.html

?????????????????? http://online.wsj.com/article/SB10000872396390444549204578022000575391428.html

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Ah, and another quarter and another negative Tankan report. Although not as negative as feared (no charts yet)

?????????????????? http://www.boj.or.jp/en/statistics/tk/tankan09a.htm/

?????????????????? http://www.businessinsider.com/japan-tankan-survey-2012-9

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This one will be doing the rounds in the financial markets today: the Slovak Prime Minister hinting on a Grexit???

?????????????????? http://www.reuters.com/article/2012/09/30/us-eurozone-slovakia-idUSBRE88T0IB20120930

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Wow! Look at the trading odds for Obama winning the Presidency!

?????????????????? http://www.bespokeinvest.com/thinkbig/2012/9/28/dems-have-a-september-to-remember.html

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And this is what the polls say

?????????????????? http://www.washingtonpost.com/blogs/ezra-klein/wp/2012/09/28/pollsters-think-obama-is-ahead-because-thats-what-voters-are-telling-them/

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And what should we be looking for, in the week ahead?

?????????????????? http://placeduluxembourg.wordpress.com/2012/09/30/the-week-ahead-25-09-2012-05-10-2012/

?????????????????? http://www.reuters.com/article/2012/09/30/us-usa-stocks-weekahead-idUSBRE88R1IK20120930

?????????????????? http://blogs.ft.com/beyond-brics/2012/09/30/week-ahead-october-1-5/

?????????????????? http://www.calculatedri
skblog.com/2012/09/schedule-for-week-of-sept-30th.html

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And here is a longer term schedule of things to come

?????????????????? http://www.zerohedge.com/news/2012-09-30/key-events-weeks-ahead

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Informative chart showing the non-performing loans in the Spanish banking system

?????????????????? http://www.businessinsider.com/spanish-bank-stress-test-preview-2012-9

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And some more info on the Spanish banks

?????????????????? http://ftalphaville.ft.com/blog/2012/09/28/1184171/those-spanish-stress-test-results/

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Interesting chart showing the pay-gap for various ethnic groups in the US

?????????????????? http://www.washingtonpost.com/blogs/ezra-klein/wp/2012/09/30/a-closer-look-at-the-pay-gap-in-charts/

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Ah??? My old job: trading dividends. These look pretty optimistic to me. Not intended as a trading advice though

?????????????????? http://politicalcalculations.blogspot.nl/2012/09/the-future-according-to-dividends.html#.UGiUVBhf6k2

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BIS working paper on a potentially interesting topic: Monetary policy in a downturn: Are financial crises special? The abstract is not too promising though

?????????????????? http://www.bis.org/publ/work388.pdf

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