This is what happened in Q3
http://uk.businessinsider.com/pretty-much-every-financial-asset-got-hammered-in-q3-2015-10
“Potential Output and Recessions: Are We Fooling Ourselves?”
http://www.federalreserve.gov/econresdata/ifdp/2015/files/ifdp1145.pdf
This one comes with no comment…
Leverage in the oil producing sector: market cap has declined, debt hasn’t
Debt servicing is rising rapidly for the US oil producers
http://www.eia.gov/todayinenergy/detail.cfm?id=22992
Liquidity, or the lack thereof in bond market funds…
http://www.ritholtz.com/blog/2015/09/a-question-of-liquidity/
And here is a bit more…
http://www.nakedcapitalism.com/2015/09/wolf-richter-this-is-when-bonds-go-kaboom.html
Mmm… not very encouraging.
http://uk.businessinsider.com/carl-icahn-warns-gaap-earnings-growth-3-years-2015-9
On how extreme the exchange rates moved during the recent episode
http://conversableeconomist.blogspot.nl/2015/09/exchange-rates-moving.html
And here is some more on that topic
ESG meets, or misses, Volkswagen
http://ftalphaville.ft.com/2015/09/25/2140878/putting-esg-risk-into-the-market-with-volkswagen/
How much gold there is out there in the world
http://www.visualcapitalist.com/12-stunning-visualizations-of-gold-bars-show-its-rarity/
The rich are better investors? Well, this piece of research tries to prove it, at least
http://www.bloombergview.com/articles/2015-09-25/the-rich-are-different-they-re-better-investors–
Net issuance in emerging markets has dried up in 2015
http://ftalphaville.ft.com/2015/09/29/2141126/where-did-all-the-em-fx-bonds-go/
Or has it?
http://www.imf.org/external/pubs/ft/survey/so/2015/pol092915b.htm
A bit of reading by the IMF over Australia
http://www.imf.org/external/pubs/ft/scr/2015/cr15274.pdf
The meaning of probability is something different for each profession, it appears
.
http://mathwithbaddrawings.com/2015/09/23/what-does-probability-mean-in-your-profession/
I have shown a different version of this chart last week, but here you go: US consumer is more important than the whole of the Chinese economy
http://uk.businessinsider.com/bulls-excited-us-consumers-despite-china-2015-9
And a bit of reading on gun related deaths in the US
http://www.washingtonpost.com/news/wonkblog/wp/2015/10/01/guns-kill-americans-but-they-especially-kill-young-americans/
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