Good morning. I was wondering when this chart would start to show up…
The one market that seems to have been unphased in the recent sell-off: credits
Now here’s a twist… “Japan firms want government action if yen weakens: Reuters poll”
Best of last week. No kidding.
Liquidity injections by the various central banks
The Bill Gross effect in High Yield bonds?
The way Keynes invested (wll, the first 25 years of this chart)
In case you wondered: “How Are Economic Inequality & Growth Connected?”
It continues to be a clear change in trend: labour productivity no longer automatically translates into income growth
Some thoughts and charts on Ebola by Goldman
Some fears on the possible return of deflation
I think this is the last inequality piece I am going to show, this month…
And this week’s schedule
A collection of beautiful autumn colours…
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