Good morning. How sensitive are the world’s equity markets for a Trump trade dispute?
https://ftalphaville.ft.com/2017/01/16/2182432/pricing-in-a-trump-border-tax/
On diamonds, gold and the Fed
http://jpkoning.blogspot.jp/2017/01/if-fed-was-so-aggressive-why-didnt-we.html
The IMF presents an update of its views.
http://www.imf.org/external/pubs/ft/weo/2017/update/01/pdf/0117.pdf
Ageing
http://ritholtz.com/2017/01/an-aging-world-percentage-of-the-population-age-65-in-2015-and-2050/
Not failing and therefore (too) big?
https://www.bloomberg.com/view/articles/2017-01-13/5-ominous-signs-for-the-securities-industry
On the China-US trade war
http://www.businessinsider.com/deutsche-bank-the-risk-of-a-full-blown-trade-war-between-the-us-and-china-is-rising-2017-1
The classic chart on bank failures in the US
http://www.calculatedriskblog.com/2017/01/bank-failures-by-year.html
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