Good morning. The demise of the US manufacturing sector
https://www.bespokepremium.com/think-big-blog/this-time-is-different-manufacturing-payrolls-edition/

One of the special topics of the BIS quarterly: “The implications of passive investing for securities markets”

https://www.bis.org/publ/qtrpdf/r_qt1803j.htm

“The Big and Possibly Dumb Buyback Boom”

https://www.bloomberg.com/view/articles/2018-03-06/the-big-and-possibly-dumb-boom-in-corporate-share-buybacks

Intriguing chart. Weirdly it was not doing the round when bonds were trading at 2%…

http://www.businessinsider.com/goldman-sachs-5-ways-companies-can-battle-back-against-higher-rates-2018-3

Turning things upside down to explain the dollar weakness… Could be true though!

https://blog.pimco.com/en/2018/03/demystifying-the-weak-dollar-puzzle

And, indeed, the schedule for the week to come

http://www.calculatedriskblog.com/2018/03/schedule-for-week-of-mar-11-2018.html

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