Good morning. Don’t call it a sell-off…

https://www.nakedcapitalism.com/2017/10/us-treasury-rates-hit-nine-year-highs.html

No really? “There have long been suspicions that Chinese debt numbers are not entirely accurate…:” (via Michael van der Meer)

http://www.baldingsworld.com/2017/10/23/everything-we-think-we-know-about-chinese-finances-is-wrong/

Mercer presents its yearly assessment of the international pension systems

https://australiancentre.com.au/wp-content/uploads/2017/10/2017_MMGPI_Report.pdf

Tadaa! Twice as big as the biggest out there!

https://www.bloomberg.com/news/articles/2017-10-22/how-saudi-arabia-is-building-its-2-trillion-fund-quicktake-q-a

The inflation impact of a 20% depreciation of sterling

https://bankunderground.co.uk/2017/10/20/a-loopy-model-of-inflation/

And here is some more on inflation, but in this case on the ECB

http://voxeu.org/article/interpreting-ecb-s-definition-price-stability

“On city sizes and economic growth”

http://voxeu.org/article/city-size-and-economic-growth

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