Good morning. Bubbles in real estate.

http://www.businessinsider.com/housing-markets-with-the-biggest-bubble-risk-according-to-ubs-2016-9

Is that PCE inflation correct in this chart?

https://www.stlouisfed.org/on-the-economy/2016/september/great-moderation-vacation

The covered interest parity seems to be broken: free money for all!*

http://voxeu.org/article/bye-bye-covered-interest-parity

From the BIS: “ Challenges of low commodity prices for Africa”

http://www.bis.org/publ/bppdf/bispap87.pdf

Hopeful sign!

https://www.bespokepremium.com/think-big-blog/confidence-among-low-income-consumers-surges/

Trump versus…

… Clinton

https://www.bespokepremium.com/think-big-blog/trump-vs-clinton-one-word-to-describe-each-candidate/

The IMF takes a look at inflation, or the ack thereof…

http://www.imf.org/external/pubs/ft/weo/2016/02/pdf/c3.pdf

Geopolitics. Whenever in doubt, just go for geopolitics…

http://www.businessinsider.com/investors-worried-about-trump-clinton-presidential-election-2016-9

More ‘geo’ politics…

http://www.businessinsider.com/hsbc-italian-referendum-analysis-and-charts-2016-9

Riddle me this, riddle me that…

http://www.vox.com/policy-and-politics/2016/9/26/13067930/donald-trump-manufacturing-decline

Russia is an interesting outlier here…

http://www.imf.org/en/News/Articles/2016/09/26/AM16-NA270916-Spillovers-from-Chinas-transition-and-migration

Old one, still remarkable

http://ritholtz.com/2016/09/sphere-of-influence/

* Nope, this is not an investment advice.

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