Good morning. Rebounding no matter what the election outcome would have been…
Only China is not joining….
https://www.ft.com/content/72c8eb3c-daf4-3dbf-a986-567bf91e3269
US stock market losses in context
http://awealthofcommonsense.com/2017/01/how-market-crashes-happen/
And this is something of the same for US Treasuries
https://ftalphaville.ft.com/2017/01/09/2182050/so-the-great-rotation-is-fake-news-someone-tell-michael-hartnett/
Pretty technical: “The globalisation of inflation: the growing importance of global value chains”
http://www.bis.org/publ/work602.pdf
“The Asymmetry of Reaching for Yield at Low Spreads”
http://econompicdata.blogspot.nl/2017/01/the-case-against-reaching-for-yield-at.html
Assets versus real economy prices. I am not sure whether I am convinced by this chart
https://www.businessinsider.nl/goldman-sachs-chart-on-the-global-fallout-from-the-2008-financial-crisis-2017-1/
Still trending down?
https://www.bespokepremium.com/think-big-blog/global-10-year-trading-range-charts/
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