Good morning. Ownership of stocks by passive investors
http://graphics.wsj.com/passivists/
And talking of size…
https://www.businessinsider.nl/ubs-on-bond-market-ownership-concentration-2016-10/
Oh…. so THAT is equity….
https://www.buzzfeed.com/morganstanley/can-you-score-at-least-80-on-this-finance-quiz
Explaining the weak US recovery the alternative way
http://ftalphaville.ft.com/2016/10/25/2177843/economists-disagree-on-some-basic-facts-about-americas-weak-recovery/
There are some big US names at new all-time highs…
https://www.bespokepremium.com/think-big-blog/all-time-highs-for-the-markets-largest-stocks/
A very interesting read on ageing
https://www.ft.com/content/df61dc42-99fa-11e6-8f9b-70e3cabccfae
Ah yes, Brexit will not hurt… #thinkagain
https://www.bloomberg.com/view/articles/2016-10-24/brits-are-starting-to-count-the-cost-of-brexit
The Atlanta wage growth tracker is up!
http://macroblog.typepad.com/macroblog/2016/10/is-wage-growth-accelerating.html
How important migrants are for certain economies
https://blog-imfdirect.imf.org/2016/10/24/migrants-bring-economic-benefits-for-advanced-economies/
US elections and stocks: Clinton would help?
https://www.brookings.edu/wp-content/uploads/2016/10/what-do-financial-markets-think-of-the-2016-election_102016_wolferszitzewitz.pdf
And while we are on the subject of politics: index of rage…
http://www.nakedcapitalism.com/2016/10/rise-of-the-politics-of-rage.html
Predicting medium term exchange rates
http://voxeu.org/article/exchange-rate-predictability-medium-term
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