The United States: Google search frequency for home financing continues to drift lower.
Rates: Here is an updated FOMC dove-hawk spectrum.
China: China’s domestic liquidity has contracted. Will we see interbank rates spike as we approach the year-end?
The Eurozone: Based on the current spread levels, Italian debt should be in junk territory.
Equities: How has investors’ allocation to stocks changed under different rate regimes?
Global Developments: This graphic shows the number of countries with accelerating growth, slowing growth, and economic contraction.
Emerging Markets: Argentina’s massive currency devaluation ended up balancing its trade with Brazil.
Food for Thought: The level of “establishment” vs. “progressivity” among potential 2020 Democratic presidential candidates:
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