Good morning. There is only one winner: the US
http://ftalphaville.ft.com/2015/10/12/2141976/goldman-does-new-wave/

“When is a global recession not a recession?”

http://blogs.ft.com/gavyndavies/2015/10/11/when-is-a-global-recession-not-a-recession/

But to compensate: here is the impact of the oil sector on US earnings

http://uk.businessinsider.com/q3-eps-growth-ex-energy-assuming-historical-beat-2015-10

And here is more of the same

http://www.bloombergview.com/articles/2015-10-12/ritholtz-s-reads-how-to-beat-an-efficient-market

Not particularly shocking, but interesting nevertheless

https://www.bespokepremium.com/think-big-blog/sp-500-sector-weightings-2/

No clue who is supplying this kind of data…

http://www.ritholtz.com/blog/2015/10/5000-new-centimillionaires/

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