Good morning. Pfff: I will be glad when the elections are over with. But until that time: here’s another Republican/Democrat chart for ya!

 

(source: http://www.economist.com/blogs/graphicdetail/2012/11/daily-chart)

 

Some nice charts on leveraged loan markets and high yields

·         http://ftalphaville.ft.com/2012/11/01/1242231/meanwhile-in-european-high-yield-debt-issuance/

 

Article in Barron’s on why S&P dislikes hedge funds

·         http://online.barrons.com/article/SB50001424053111904034104578066632111001180.html

 

Interesting chart showing the high number of no-jobs-growth firms in the UK

http://www.bis.gov.uk/assets/biscore/corporate/docs/n/12-1213-no-stone-unturned-in-pursuit-of-growth.pdf

 

Of course, comparing absolute numbers is nonsenses in this case, but still…

·         http://www.zerohedge.com/news/2012-11-01/usa-inc-part-2-if-america-were-corporation-it-would-be-broke-er

 

Replacing Bernanke (or him stepping down) won’t change the Fed’s policy overnight

·         http://soberlook.com/2012/11/the-assertion-that-romney-will-change.html

 

Ok, Target2 is not a hot topic anymore, but when the Grauwe writes something about it, I still like to read it

http://www.voxeu.org/article/target2-scapegoat-german-errors

 

The Economist reports on the high level of corporate savings (paywall?)

·         http://www.economist.com/news/finance-and-economics/21565621-cash-has-been-piling-up-companies%E2%80%99-balance-sheets-crisis-dead

 

Nothing new, but it is a nice way of presenting the past: US growth

·         http://www.businessinsider.com/presidents-stocks-gdp-debt-taxes-2012-11

 

Oh, and the Lagarde list hits the wires again: Greeks with a swiss bank account

·         http://www.ft.com/intl/cms/s/0/953ec30c-2436-11e2-94d0-00144feabdc0.html

 

I do not believe in these things, but hey, they chart looks nice enough (via @ArendJanKamp)

·         http://www.bespokeinvest.com/thinkbig/2012/11/1/sandy-vs-katrina.html

 

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