Good morning. In case you didn’t know this already: the Dow is actually already at 30k…

http://www.wsj.com/articles/were-already-at-dow-30000-you-just-dont-know-it-1485362316

And this is the market cap for the US market

https://www.bespokepremium.com/think-big-blog/us-stock-market-tops-25-trillion-up-1-9-trillion-since-election/

What we DO know about the Trump policy so far
https://www.bloomberg.com/view/articles/2017-01-26/trump-s-economic-approach-starts-to-take-shape

Too much, way too late…

http://www.economist.com/blogs/graphicdetail/2017/01/daily-chart-21

Some tips by Bernanke on how the reduce the Fed’s balance sheet… Let’s hope for the bond markets that someone pays attention…

https://www.brookings.edu/blog/ben-bernanke/2017/01/26/shrinking-the-feds-balance-sheet/

Best of last week!

https://lukasdaalder.com/2017/01/20/best-in-economics-this-week-january20/

Interesting study by the BIS on the pluses and minuses of household debt

http://www.bis.org/publ/work607.pdf

Damage impact studies…

https://www.bondvigilantes.com/blog/2017/01/26/research-trip-mexico-trump-key-call-emerging-markets/

Spot the Brexit…

https://www.businessinsider.nl/brexit-aftermath-uk-gdp-q4-2017-1/

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