Good morning. Well, there’s a consensus trade alright…
https://www.bespokepremium.com/the-closer/the-closer-double-tops-oil-data-eurodollar-shorts-41217/
The Economist’s take on the Fed balance sheet
https://www.economist.com/news/finance-and-economics/21720601-abundance-money-enhances-economic-efficiency-and-financial-stability-why
The BIS writes a lot about repos
https://ftalphaville.ft.com/2017/04/12/2187370/some-striking-admissions-about-repo-markets-from-the-bis/
The winner takes all…
http://www.geekwire.com/2017/amazon-continues-grow-lead-google-starting-point-online-shoppers/
I missed this one earlier this week
http://conversableeconomist.blogspot.nl/2017/04/addressing-dislocation-costs-of-trade.html
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