Good morning. Rough first estimate of Trumps fiscal plans. Very rough….

https://www.ft.com/content/fc0ddf1b-571f-33bc-bd2d-26b0cb520305

And here is the flipside: them undocumented folks….

https://www.washingtonpost.com/news/wonk/wp/2016/11/14/what-donald-trumps-deportation-plans-would-do-to-american-businesses/

Nice tool that tells you how volatile bond prices might be….

http://graphics.wsj.com/government-bond-duration-calculator/

More trouble up ahead?

https://www.businessinsider.nl/key-risk-events-in-europe-until-2021-2016-11/

Competition in the European financial system

http://www.bloomberg.com/news/articles/2016-11-13/it-s-not-just-deutsche-bank-german-banking-gloom-in-four-charts

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