Good morning. Rising short rates: not always a bad thing for stocks, apparently…
July 30th. All eyes are fixed on Argentina.
http://www.bloombergview.com/articles/2014-07-24/the-paradox-of-the-argentine-debt-drama
A new report by the IMF on imbalances. Trade imbalances, that is.
http://www.imf.org/external/np/pp/eng/2014/062614.pdf
The end of tapering is nigh! Not that the bond market seems to be interested….
http://online.wsj.com/articles/feds-rate-debate-looks-set-to-heat-up-1406317442
BCA thinks that the underperformance of small stocks is linked to rising labour costs…
http://ftalphaville.ft.com/2014/07/28/1910062/a-small-and-significant-problem/
A bit of knowledge for a pub quiz….
http://www.zerohedge.com/news/2014-07-29/our-totalitarian-future-part-1
What if all the ice in the world melts… Cool sliding tool
http://www.buzzfeed.com/kellyoakes/what-if-all-the-ice-on-earth-melted
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