Good morning. The spending habits of the US government scaled back to the typical (median) family

http://www.washingtonpost.com/blogs/wonkblog/wp/2013/09/11/what-if-a-typical-family-spent-like-the-federal-government-itd-be-a-very-weird-family/

Just as a reminder how the US stock market has performed this year (S&P500)

http://www.businessinsider.com/you-have-to-be-impressed-by-this-stock-market-2013-9

All you ever wanted to know about… Sugar! (in this very glossy report from Credit Suisse)
http://www.thefinancialist.com/sugar-leaving-a-bad-taste-in-the-mouth-stefano-natella-credit-suisse/
https://doc.research-and-analytics.csfb.com/docView?language=ENG&source=ulg&format=PDF&document_id=1022457401&serialid=atRE31ByPkIjEXa%2fp3AyptOvIGdxTK833tLZ1E7AwlQ%3d

Even if the threat of war is on decline, OPEC supply remains tight according to these charts from Goldman

http://www.zerohedge.com/news/2013-09-11/goldman-lower-syrian-war-risk-offset-rising-oil-backwardation

China is growing again, via the same old trick: investments!

http://ftalphaville.ft.com/2013/09/10/1627722/china-is-growing-faster-again-in-the-same-old-ways/

Interesting presentation by the US Treasury on the 5th year anniversary of the crisis

http://www.treasury.gov/connect/blog/Documents/FinancialCrisis5Yr_vFINAL.pdf

Sometimes, reading old (August?) ECB monthly reports can be quite interesting! The regional breakdown of the ‘external financing gap’ in the Eurozone…

http://www.ecb.europa.eu/pub/pdf/mobu/mb201308en.pdf

Ok, it looks a bit boring, but I find this a very insightful table: what limitations exist for pension funds?

http://www.oecd.org/finance/private-pensions/2401405.pdf

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