Good Morning. Are commodities cheap?
From the study “Central Bank Balance Sheet Policies and Spillovers to Emerging Markets”
http://www.imf.org/en/Publications/WP/Issues/2017/07/25/Central-Bank-Balance-Sheet-Policies-and-Spillovers-to-Emerging-Markets-45112
Shutdown? Should be no problem, with all those Republicans in power, right?
https://www.bondvigilantes.com/blog/2017/07/25/debt-ceiling-tremors-treasury-market/
Big firms, high profit margins
https://ftalphaville.ft.com/2017/07/25/2191784/on-juggernaut-companies-and-profit-margins/
“Will Rising Interest Rates Lead to Fiscal Crises?”
https://piie.com/system/files/documents/pb17-27.pdf
On a completely different topic
http://ritholtz.com/2017/07/not-deaths-equal-many-deaths-make-natural-disaster-newsworthy/
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