Good morning. In case you wonder why Emerging Market equities have been doing so fine…

http://uk.businessinsider.com/the-biggest-turnaround-story-in-emerging-markets-2016-7

The incredible rise of the trade surplus of Asia (or one country, by the looks of it)

http://blogs.cfr.org/setser/2016/07/22/east-asias-goods-trade-surplus/

And another one for the debt-debt-debt file. Asian debt.

http://www.bloomberg.com/gadfly/articles/2016-07-24/asian-corporate-defaults-are-just-getting-started

More Brexit fall-out

https://next.ft.com/content/0ad2e3a1-8157-34da-b199-818801e52957

Bonds!

http://www.bankrate.com/finance/consumer-index/financial-security-charts-0716.aspx

Or not?

http://ftalphaville.ft.com/2016/07/22/2170587/its-a-negative-yielding-world-we-just-get-to-scramble-in-it/

Cool (interactive) overview of candidates hiphop songs

https://projects.fivethirtyeight.com/clinton-trump-hip-hop-lyrics/

And the schedule for the week to come

http://www.calculatedriskblog.com/2016/07/schedule-for-week-of-july-24-2016.html

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