Good morning. Asset returns, year to date. What a difference three weeks can make…

http://www.businessinsider.com/db-ytd-cross-asset-returns-2014-10

Here’s another crash for you. But this is unemployment claims in the US…

http://www.bespokeinvest.com/thinkbig/2014/10/16/jobless-claims-hit-a-14-year-low.html

Numerous charts from the ECB, including this one, showing that the European yield curve is not all that steep

http://www.ecb.europa.eu/pub/pdf/other/statistics_a_brief_overview_2014.en.pdf

A follow up on the global financial asset portfolio discussion

http://pragcap.com/is-the-global-financial-asset-portfolio-the-perfect-indexing-strategy

Well, just as a recap of what is going on…

http://www.ritholtz.com/blog/2014/10/oil-glut-driving-prices-lower/

We could have known: gentlemen prefer bonds.

http://www.economist.com/news/finance-and-economics/21625825-fears-deflation-may-lie-behind-recent-weakness-bears-no-picnic

Ah! The Economist has come up with a better representation of the past. 🙂

http://www.economist.com/blogs/freeexchange/2014/10/worlds-richest-economies

Interesting chart showing water consumption patterns, versus costs. I never would have thought water to be so costly for Denmark…

http://www.nytimes.com/2014/10/15/business/economy/the-price-of-water-is-too-low.html

How the labour market has shrunk in the US

http://macroblog.typepad.com/macroblog/2014/10/whats-behind-declining-labor-force-participation-test-your-hypothesis-with-our-new-data-tool.html

Some historic perspective on Japan, the last time they raised their VAT…

http://www.economist.com/news/asia/21625863-will-prime-minister-keep-his-nerve-over-consumption-tax-consumptive

Let’s turn up the heat a little bit more…

http://www.slate.com/blogs/future_tense/2014/10/13/nasa_earth_just_experienced_the_warmest_six_month_stretch_ever.html

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