Good morning. World trade is rebounding

https://www.bespokepremium.com/the-closer/the-closer-trade-pmis-richmond-fed-concur-upward-bound-output-102417/

Dutch pension funds have made a whopping 8.2% return over the past 5 years!

http://www.oecd.org/pensions/pensionmarketsinfocus.htm

“Do investors amplify or cushion corporate bond market sell-offs?”

https://bankunderground.co.uk/2017/10/24/do-investors-amplify-or-cushion-corporate-bond-market-sell-offs/

6%! That’s a lot, right? 🙂

https://www.bondvigilantes.com/blog/2017/10/24/hunt-emerging-market-yield-killing-covenants/

Probably worth the look
http://ritholtz.com/2017/10/art-data-visualization/

The staying power of Italian workers

https://www.economist.com/blogs/graphicdetail/2017/10/daily-chart-16

Read the note. Better still: read the blogpost

http://www.frbsf.org/economic-research/publications/economic-letter/2017/october/missing-growth-from-creative-destruction/

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