Good morning. Look at the monkey jump! (via @HenkGrootveld)

Source: CLSA Research

And there goes the ISM services….

https://www.bespokepremium.com/think-big-blog/ism-services-falls-victim-to-the-ugly-stick/

Maybe this has got something to do with it…?

https://www.bondvigilantes.com/blog/2016/09/06/mind-gap-record-low-recovery-rates-mean-high-yield-investors/

Some thoughts on helicopter money (haven’t read it myself, so this is not an endorsement)
http://voxeu.org/article/true-costs-helicopter-money

The call for a production cut in oil is rising

http://uk.businessinsider.com/why-russia-saudi-arabia-oil-cooperation-matters-2016-9

Ok.

http://uk.businessinsider.com/citi-central-bank-policy-creates-economic-inequality-2016-9

Too perfect to my liking, but an interesting way of presenting a number of scenario’s

https://www.fidelity.com/viewpoints/market-and-economic-insights/five-market-scenarios

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