1. Japanese data was generally poor as personified by the continued negative real wage growth:
2. Mosaic pulls back numbers a touch but I wonder how much is priced in and cover my short (profitably)
3. Meanwhile the Moody's investor day blows my mind with an epic 143 page presentation including this view on where different countries are in the global economic cycle:
4. Another great bond market players quote this time via @jennablan ·
'When I asked Jeff Gundlach why Bill Gross and Dan Fuss continue working, he said it's in their DNA. "It's what we do!" he told me.'
5. As we move into Q4 tomorrow, historically this been a strong period for performance for markets...
...although volatility tends to peak in October. Something to think about for the upcoming month.
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