Good morning. The score so far: Trump is in the lead
http://infographics.economist.com/2016/us-election-night/
Let’s see if this guide will be of any use today. The right column does not apply…
http://ritholtz.com/2016/11/market-cheat-sheet-election/
This is what bond yields will do if Trump wins…
http://www.businessinsider.com/treasurys-bond-market-update-election-2016-11
And this hasn’t made any difference, apparently
https://www.thestar.com/news/world/uselection/2016/11/04/donald-trump-the-unauthorized-database-of-false-things.html
And this is how other countries would have voted
http://www.economist.com/blogs/graphicdetail/2016/11/daily-chart-4
Greenspan: “Entitlements are rising and choking off gross domestic savings”
http://www.bloomberg.com/news/articles/2016-11-06/obama-s-successor-inherits-a-bond-market-at-epic-turning-point
“Sharpening the Arithmetic of Active Management”
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2849071&download=yes
“Saving China’s stock market”
http://voxeu.org/article/saving-china-s-stock-market
There is of course a limit to growth….
https://www.businessinsider.nl/deutsche-bank-research-on-reaching-peak-globalisation-2016-11/
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