Good morning. Cool chart on the bigger outflows in various asset classes in recent years
http://ftalphaville.ft.com/2015/09/11/2139877/rejection-charted/
Bits of reading by the Bank of International Settlements: on emerging market weakness…
http://www.bis.org/publ/qtrpdf/r_qt1509a.htm
…but also on the wide range of ways to calculate government debt (with Spain taking the lead)
http://www.bis.org/publ/qtrpdf/r_qt1509g.htm
El nino is coming! True, they said so last year as well, but who knows: what if it is true?
https://www.bondvigilantes.com/blog/2015/09/10/el-nino-coming-effects-gdp-commodity-prices-inflation/
You gotta give them credit for making a clear cut prediction…
http://uk.businessinsider.com/morgan-stanley-evolution-of-the-oil-cycle-through-2018-2015-9
Nice one for point of reference: the QE timeline
http://www.calculatedriskblog.com/2015/09/qe-timeline-update.html
You’ve gotta hand it to them: the Economist is king in making great charts
http://www.economist.com/news/briefing/21664217-worlds-institutional-approach-refugees-was-born-europe-seven-decades-ago
Supply of oil is coming down…
http://ftalphaville.ft.com/2015/09/11/2139891/oil-absolutely-friggin-everywhere/
On what may have caused the equity crash
http://blogs.ft.com/gavyndavies/2015/09/10/what-caused-the-equity-crash/
So the US is expected to raise rates: what else is new?
http://uk.businessinsider.com/monetary-policy-expectations-2015-9
And the traditional schedule for the week to come
http://www.calculatedriskblog.com/2015/09/schedule-for-week-of-september-13-2015.html
A number of very cool picures
http://qz.com/499554/this-is-what-it-takes-to-get-your-photo-a-national-geographic-magazine-cover/
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