Bracing for Sandy… “NYSE TRADING FLOOR TO CLOSE TOMORROW; ALL TRADING TO BE ON ARCA”
Green shoots for the Chinese economy, or wishful thinking?
(source: http://www.businessinsider.com/chart-chinese-stocks-versus-gdp-2012-10)
And here is another article on the China turnaround story.
Realistically pessimistic article in the Washington Post about Japan…
And yet another interesting read, this time about the (un)usefulness of inflation to reduce government debt
High Yield bonds are expecting something stocks are not expecting?
For al ye ETF lovers out there!
Bubble or not: inflow into Emerging Market Debt has dwarfed that of Emerging Markets Equity
· http://www.businessinsider.com/emerging-markets-debt-bubble-2012-10
Finally some good news on bank deposits in Greece and Spain: deposit outflow reverses somewhat. It could be a seasonal factor though
· http://www.ft.com/intl/cms/s/0/2a4fc628-1e81-11e2-bebc-00144feabdc0.html
A chart showing the Foreign Direct Investments in recent years. Looks like volatile data: what has boosted FDI into France for example?
· http://www.businessinsider.com/global-foreign-direct-investment-flows-2012-10
Good (although one week old) summery on the discussion whether economic recoveries are different following financial recessions or not
· http://noahpinionblog.blogspot.nl/2012/10/reinhart-rogoff-vs-bordo-haubrich-with.html
And of course, the schedule of the week to come
Nice one: the complete overview of real GDP growth under the various US Presidents…
· http://www.businessinsider.com/best-and-worst-presidents-for-gdp-growth-2012-10
…and this is the same idea but than for stock market returns
· http://www.bespokeinvest.com/thinkbig/2012/10/22/equity-markets-under-obama.html
“Oil and the World Economy: Some Possible Futures” Technical study by the IMF
Gigantic infographic on Gold.
· http://www.businessinsider.com/history-of-gold-infographic-2012-10
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Best of the Web 
That hasn’t happened for over a decade. Or so I thought. Until recently, the official statistics showed that investment made the biggest contribution to China’s growth in every year since 2001. But earlier this week the new edition of the China Statistical Yearbook arrived on my desk with a thud. Its revised figures show that consumption contributed 55.5% of China’s growth in 2011; investment contributed only 48.8%. (Net exports subtracted 4.3%.) In other words, China’s growth was consumption-led last year as well.- Ik houd niet van complotdenken. Maar de chinese overheid wil graag de groei van de economie vanuit consumptie sinds het laatste 5 jarenplan en POEF opeens laten de statistieken dit ook zien ? Hoe betrouwbaar is dat dan ?
De Chinese statistieken zijn notoir onbetrouwbaar, dus ook die cijfers van de samenstelling moet je met een redelijke theelepel zout nemen.Dus nee, onbetrouwbaar.