Best of the Web: 15-01-16, nr 1145

Good morning. Still some way to go before we are in recession territory

http://uk.businessinsider.com/markets-chart-of-the-day-january-15-2015-1

The big news of yesterday: the Swiss central bank abandons the peg with the euro…
Screen Shot 2015 01 15 at 2.57.46 PM
http://uk.businessinsider.com/swiss-national-bank-loses-60-billion-francs-2015-1

As for the decision of the Swiss Central Bank, there are certainly going to be ripple effects…
http://www.bloomberg.com/news/2015-01-15/polish-banks-zloty-slump-as-swiss-franc-mortgages-get-expensive.html

My response to that ‘bearish’ chart for equities published earlier this week
Consecutive stock gains
https://lukasdaalder.com/2015/01/15/chart-for-the-bears/

The first rate hike is being pushed back into time…
ifiYzr4B1g2-6LjCsd8agVnsUz6O_zsTXvbFYejvafPelkl97U03q0rXThqbaN3WYUmtKoHuiQX9nIXmpP7Bgu1B8bqUNLTzLsOiNNN7c9GMqPdyY7XtV1GF2wSRM1cKxw
http://www.bespokeinvest.com/thinkbig/2015/1/15/countdown-to-liftoff-getting-longer.html

Capital flows to emerging markets are set to decline another year
gw6qysFpr1tx-SPHuH-bTp_RMeymLt5OgXMRPnVkqDBDyppINjV9iBy_dcFYeuQQLGewajso7cQia9WhMZvpc5YJvMIuJ3b9bxHOUTKbMFiwbCkO3A81jyx-aLYad54LvQ
http://blogs.ft.com/beyond-brics/2015/01/15/iif-sees-sharp-fall-in-em-flows/

If it hadn’t been for the big 2009 drop, I think the yellow line would have been higher, right?
2015-01AD blog
https://www.bondvigilantes.com/blog/2015/01/15/europe-needs-german-fiscal-stimulus-package-wont-get/

A piece from the IMF with a somewhat weird title: Battling Global Unemployment: Too Soon to Declare Victory

Global Unemployment 1
http://blog-imfdirect.imf.org/2015/01/14/battling-global-unemployment-too-soon-to-declare-victory/

US mortgage markets. Buy your houses now!

freddie mac rates
www.businessinsider.com/freddie-mac-mortgage-rates-jan-15-2015-1

A complete overview of all previous editions of Best of the Web can be found herehttp://tinyurl.com/c8ge4c5. All links provided are collected from public websites, unless otherwise specified. I have not checked the data or information for accuracy used, and therefore do not guarantee that all data provided will be 100% correct. The links provided do not necessarily reflect my personal opinion and should be seen as general interest: oftentimes I do not agree with arguments presented, but nevertheless think it is worthwhile to read them. It is up to the reader to make up their own mind. Suggestions or discussions are more than welcome. Do not quote unless specifically cleared beforehand!

 

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