Good morning! Morgan Stanley produced this insightful chart showing the Race of the Titans. The ECB is winning, but whether that is good news…

(bron: Morgan Stanley, The QE chartbook: the end of the beginning)

 

And this is a slightly different picture on the same thing… (via @RSLinschoten)

http://t.co/klgd2SdG

 

Wow! Even Moody’s is giving Spain the benefit of the doubt…

·         http://www.creditwritedowns.com/2012/10/full-text-moodys-confirms-spains-government-bond-rating-at-baa3-assigns-negative-outlook.html

 

Nice one, showing the revenue growth (or decline in this case) of Intel’s revenues

·         http://www.zerohedge.com/news/2012-10-16/why-intel-better-not-be-economic-bellwether-time-around

 

About a month ago I had a chart showing that pricing power was on the rise for US companies: this article claims the opposite

·         http://www.businessinsider.com/companies-having-hard-time-turning-profits-2012-10

 

“it is always hard to make masochism a credible strategy” FT’s Martin Wolf tells us how it is…

http://im.ft-static.com/content/images/41ad31da-17b9-11e2-8cbe-00144feabdc0.img

·         http://www.ft.com/intl/cms/s/0/b68b970e-16af-11e2-957a-00144feabdc0.html

 

If you claim that this is a reliable relationship, you are pretty desperate…

·         http://www.businessinsider.com/cramers-debate-energy-trades-2012-10

 

Japan is back in the race as the biggest holder of US debt. I am not sure whether that’s a good thing, though…

·         http://soberlook.com/2012/1
0/the-eurozone-crisis-forced-japan.html

·         http://www.ft.com/intl/cms/s/0/2dc61718-1796-11e2-8ebe-00144feabdc0.html

 

Effective tax rates throughout the world

·         http://www.economist.com/blogs/graphicdetail/2012/10/focus-4

 

The crisis is done! Don’t start googling through it anymore!

·         http://soberlook.com/2012/10/out-of-sight-out-of-mind.html

 

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