Good morning. Rates will go up, so the markets expect

https://www.businessinsider.nl/markets-almost-certain-fed-hiking-interest-rates-in-december-2016-11/

Which may be linked with this one….

https://ftalphaville.ft.com/2016/11/16/2179830/inflating-inflation-expectations/

Interesting chart showing that various factors have behaved quite differently in various regions

http://ritholtz.com/2016/11/different-factors-driven-returns-different-regions-year/

In case you think Greece was solved…

http://voxeu.org/article/realistic-proposal-end-greece-s-debt-overhang

A bit of an update on the US economy

http://economistsview.typepad.com/economistsview/2016/11/frbsf-economic-outlook.html

And here is one for Europe

Why is there no inflation in Japan yet…?

http://ritholtz.com/2016/11/inflation-japans-ever-tightening-labor-market/

And how long will it take before US wages start to come back in inflation as well?

http://macroblog.typepad.com/macroblog/2016/11/wages-climb-higher-faster.html

I really had to think a bit before I understood this one

http://markets.businessinsider.com/news/stocks/Something-happened-to-stocks-for-the-first-time-ever-on-Monday-1001528283

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