Good morning. Less and less unemployed: when will the wage implosion take place?
https://www.bespokepremium.com/think-big-blog/jobless-claims-continue-strong-showing/
Pension deficits on company level
http://ftalphaville.ft.com/2016/10/06/2176731/the-pension-hole-in-european-corporates/
Going for greener pastures
https://www.economist.com/news/finance-and-economics/21708265-investors-are-buying-emerging-market-bonds-fundamentals-are-deteriorating
Debt, use it wisely…
http://www.imf.org/external/pubs/ft/fm/2016/02/pdf/fm1602.pdf
And here is some more on debt
http://ritholtz.com/2016/10/ray-dalios-long-term-debt-cycle-charts/
“Why Did the Recent Oil Price Declines Affect Bond Prices of Non-Energy Companies?”
http://libertystreeteconomics.newyorkfed.org/2016/10/why-did-the-recent-oil-price-declines-affect-bond-prices-of-non-energy-companies.html
The recalculated Shiller PE: could be interesting…
http://www.wsj.com/articles/powerful-market-indicator-flashes-sell-heres-why-it-can-be-ignored-1475687806
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