Good Morning. Here comes the pain (again…)?

https://www.nakedcapitalism.com/2017/09/will-great-taper-bring-gfc-2-0.html

The BIS quarterly is out: all 174 pages of it! This table is interesting.

http://www.bis.org/publ/qtrpdf/r_qt1709.pdf

Just a thought: do all the depressed people start dying at around 52?

http://voxeu.org/article/midlife-low-human-beings

The monetary regime change: not the one we had hoped for

http://macromarketmusings.blogspot.nl/2017/09/monetary-regime-change-mission.html

For the pension-lovers out there: a report by the Dutch central bank on herding at pension funds

https://www.dnb.nl/binaries/Working%20Paper%20No.%20569_tcm46-362997.pdf?2017091715

Useless information, but fun nevertheless

http://ritholtz.com/2017/09/stock-market-participation-states/

QT is coming.

https://ftalphaville.ft.com/2017/09/15/2193621/will-the-feds-balance-sheet-reduction-avoid-another-taper-tantrum/

The not-so impressive case of Portugal…

http://www.imf.org/en/Publications/CR/Issues/2017/09/15/Portugal-Selected-Issues-45255

Brexit

https://www.economist.com/blogs/graphicdetail/2017/09/daily-chart-9

And the schedule for the week to come

http://www.calculatedriskblog.com/2017/09/schedule-for-week-of-sept-17-2017.html

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