Good morning. September was nowhere near as gruesome as feared….
http://www.bespokeinvest.com/thinkbig/2013/10/1/september-q3-and-ytd-asset-class-performance.html

The IMF has something to say on debt reduction – the hard way

http://blog-imfdirect.imf.org/2013/09/25/taming-government-debt-it-can-be-done-but-it-aint-easy/

Nice, glossy report by Shell on the future of… a lot of things, really

http://s01.static-shell.com/content/dam/shell-new/local/corporate/Scenarios/Downloads/Scenarios_newdoc.pdf

A number of interesting charts on the deteriorating fundamentals of the credit market

http://www.zerohedge.com/news/2013-10-01/carl-icahns-nightmare-or-credit-bubble-4-simple-charts

GROWTH!! (but the risk is that the payroll report will not be published on Friday)

http://www.bespokeinvest.com/thinkbig/2013/10/1/ism-manufacturing-hits-highest-level-since-april-2011.html

Right. The Fed on the success of forward guidance. The analyses runs conveniently until 2012 though…

www.frbsf.org/economic-research/publications/economic-letter/2013/september/zero-lower-bound-interest-rates-long-term-yields/

The end at the light of the tunnel, or a bouncing cat, with little live in it…?

http://blogs.ft.com/beyond-brics/2013/10/01/em-bonds-a-record-september/

Golden years….

http://www.economist.com/blogs/graphicdetail/2013/10/daily-chart

A technical analysis chart: I haven’t had one of those in ages. This one is negative: correction is coming

http://www.zerohedge.com/news/2013-10-01/4-bearish-divergences-different-time-believers

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