Good morning. I can only come to the conclusion that the Dutch don’t have a problem. (Or they are in denial.)

https://twitter.com/SonyKapoor/status/775295736854568960

Cool overview of the breakdown of Friday’s sell-off

https://www.bespokepremium.com/think-big-blog/an-equal-opportunity-sell-off/

Oil production by OPEC

http://uk.businessinsider.com/oil-production-shows-the-split-between-opec-members-2016-9

Ah: a first attempt to get commodities back as an investment case…

https://www.bloomberg.com/view/articles/2016-09-12/hedge-fund-defectors-and-food-for-thought

The equilibrium real rate is the rising star at the Fed (and elsewhere)

http://blogs.ft.com/gavyndavies/2016/09/11/what-investors-should-know-about-r-star/

The source of the volatility in Asian financial markets

http://www.bis.org/publ/work579.pdf

I am not sure how a future position can be interpreted as a sentiment indicator, but here you go

http://www.bloomberg.com/news/articles/2016-09-12/goldman-we-ve-reached-maximum-bullishness-and-that-s-bad-news-for-u-s-stocks

This is the underlying statistic we are talking about

http://uk.businessinsider.com/investors-long-bonds-long-stock-2016-9

Inflation is coming from low productivity sources

http://ftalphaville.ft.com/2016/09/12/2174415/least-productive-sectors-only-thing-keeping-inflation-going/

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