Good morning. The Trump effect.Retail investors turn bullish overnight!

https://www.bespokepremium.com/think-big-blog/bulls-break-out/

How Republicans will sell their spending spree
http://www.bloomberg.com/news/articles/2016-11-17/how-the-white-house-could-justify-a-debt-driven-keynesian-stimulus

The dot-plot in 3D

http://voxeu.org/article/rorschach-test-us-monetary-policy

The impact of the global savings glut

http://voxeu.org/article/higher-global-risk-premium-and-fall-equilibrium-real-interest-rates

Cut out the middleman….

https://www.researchaffiliates.com/en_us/publications/articles/581_record_low_costs_to_trade.html

A nice bit of reading on Chinese debt

http://www.economist.com/news/finance-and-economics/21710291-government-their-side-chinas-state-firms-borrow-cheaply-state-grace

No turning point in sight yet…

http://www.economist.com/blogs/graphicdetail/2016/11/global-warming

And let’s end with some good news

http://ritholtz.com/2016/11/end-world-poverty-sight/

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