Good morning.It is back again: that stupid US debt ceiling
http://www.ritholtz.com/blog/2015/10/the-us-debt-ceiling-has-risen-no-matter-who-calls-the-shots/
Good question: “Are share buybacks jeopardizing future growth?”
http://www.mckinsey.com/Insights/Corporate_Finance/Are_share_buybacks_jeopardizing_future_growth
A bit of a reality check from Alphaville: “The mainstreaming of technological abundance thinking”
http://ftalphaville.ft.com/2015/10/27/2143173/the-mainstreaming-of-technological-abundance-thinking/
Q3 sales revisions in the US have only gone one way…
http://thereformedbroker.com/2015/10/26/revenue-disappointment-for-every-sector-except-tech/
Ok, so the UK has been doing fine. Only the southern part though
http://www.economist.com/blogs/freeexchange/2015/10/sputtering-lion?fsrc=rss
Waiting for outperformance. It can take a while, sometimes…
https://theirrelevantinvestor.wordpress.com/2015/10/26/historic-underperformance/
Unions meet inequality
http://www.voxeu.org/article/union-power-and-inequality
As an answer of the question I asked yesterday (and watch out for that axis!)
http://www.forbes.com/sites/baldwin/2015/10/01/bad-news-for-janus-franklin-and-t-rowe/
A bit of reading on the Philips curve
http://www.bradford-delong.com/2015/10/mr-phillips-and-his-curve-what-should-the-fed-do-weblogging.html
How predictable are the US GDP numbers, really?
http://www.economist.com/news/finance-and-economics/21676830-americas-gdp-statistics-are-becoming-less-reliable-funny-numbers
A study by the IMF on subsaharan Africa warning that growth will slow down
http://www.imf.org/external/pubs/ft/reo/2015/afr/eng/pdf/sreo1015.pdf
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