Good morning. Just a small correction, or is the fact that High Yield started the sell-off an indication that there is more at stake?
http://www.zerohedge.com/news/2014-08-01/market-dip%E2%80%A6-or-start-something-bigger

…or is it just the season acting up (as usual)?

http://www.zerohedge.com/news/2014-08-03/volatility-shocks-cheapest-hedge

Check.

http://www.businessinsider.com/bi-most-important-charts-in-the-world-2014-7#alexander-ineichen-ineichen-research-and-management-49

Best of last week. According to me, that is

https://lukasdaalder.com/2014/08/01/best-in-economics-this-week-august-1/

This one comes from a Nomura report. Alternatives: a pretty expensive asset class…

http://ftalphaville.ft.com/2014/08/01/1914342/the-hare-gets-rich-while-you-dont-back-the-passive-tortoise/

There are a lot of posts on this report on the increased age of the firms in the US. My feeling would be exactly the opposite…

http://www.businessinsider.com/brookings-institution-hathaway-and-litan-aging-firms-2014-7

A country report on Japan by the IMF…

http://www.imf.org/external/pubs/ft/scr/2014/cr14236.pdf

Russia’s track record with respect to growth…

http://conversableeconomist.blogspot.nl/2014/08/the-enigma-of-russias-economy.html

…and, talking about China, this one may be important

.

http://www.zerohedge.com/news/2014-08-02/europes-russian-connections

Fundamentals meet reality

http://www.zerohedge.com/news/2014-08-02/economic-theory-vs-practice-1-cartoon

A bit technical, maybe, but I couldn’t resist these colours… 😉

http://www.zerohedge.com/news/2014-08-01/suddenly-wall-street-bailing-housing

Looks like we will be having a very data light week, this week…
http://www.calculatedriskblog.com/2014/08/schedule-for-week-of-august-3rd.html

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