Good morning. Germany’s output gap has been closed already

http://www.businessinsider.com/ubs-inflation-is-not-dead-just-sleeping-2017-11

There goes London

http://www.businessinsider.com/rics-london-house-prices-are-falling-2017-11

If the polls does not look favorable, look at stocks as an alternative

https://www.businessinsider.nl/trump-stock-market-rally-versus-other-presidents-2017-11/

Ow, but it has nothing to do with Trump, it appears?

https://www.bloomberg.com/view/articles/2017-11-06/trump-s-policies-have-done-nothing-for-stocks

Interesting idea: what the Asian crisis and the Euro crisis have in common

https://ftalphaville.ft.com/2017/11/08/2195596/european-leaders-seem-to-determined-to-remake-the-global-savings-glut-on-a-massive-scale/

Brueghel on the Eurosystem – “Too opaque and costly?”

http://bruegel.org/2017/11/the-eurosystem-too-opaque-and-costly/

The lack of electricity in Africa

https://www.economist.com/blogs/graphicdetail/2017/11/daily-chart-5

Spot the outlier….

http://ritholtz.com/2017/11/explains-u-s-mass-shootings/

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