Good morning. Some bond volatility history… And I will be off the next two days!
http://media.pimco.com/Documents/PIMCO_Viewpoint_Bassman_FinancialMarkets_October2014_GBL.pdf
“A Model of Secular Stagnation” Remind me to read this one later…
http://www.nber.org/papers/w20574
Some evidence on the technical nature of last weeks strong correction
http://www.businessinsider.com/hedge-fund-positioning-october-21-2014-10
On the ECB buying European credits…
http://ftalphaville.ft.com/2014/10/21/2015142/why-would-the-ecb-buy-corporate-bonds/
Switzerland and Japan. Biggest easily…
http://www.moneyandbanking.com/commentary/2014/10/20/how-big-should-central-bank-balance-sheets-be
“Sovereign-debt relief and its aftermath: The 1930s, the 1990s, the future?”
http://www.voxeu.org/article/sovereign-debt-relief-and-its-aftermath-1930s-1990s-future
Too good to be true…
http://www.economist.com/blogs/graphicdetail/2014/10/daily-chart-13
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