Good morning. The rise in robo-advisors is expected to continue for some time…
http://www.bloomberg.com/news/articles/2015-06-18/robo-advisers-to-run-2-trillion-by-2020-if-this-model-is-right
Somehow, each reporting season starts like this, but once you are on to the next quarter, it is all down to the average again…
https://www.bespokepremium.com/think-big-blog/q2-2015-earnings-beat-rate/
Sounds like an interesting read: “Asset management and financial stability”
http://www.voxeu.org/article/asset-management-and-financial-stability
Woah! The IMF has been active while I was away… Country reports on the US, France, Germany and Italy
http://www.imf.org/external/pubs/ft/scr/2015/cr15169.pdf
http://www.imf.org/external/pubs/ft/scr/2015/cr15179.pdf
http://www.imf.org/external/pubs/ft/scr/2015/cr15188.pdf
http://www.imf.org/external/pubs/ft/scr/2015/cr15167.pdf
Interesting bit of reading by the White House on long term interest rates
https://www.whitehouse.gov/sites/default/files/docs/interest_rate_report_final_v2.pdf
The role of debt during the first industrial revolution
http://www.voxeu.org/article/debt-miracle-why-country-borrowed-most-industrialised-first
A bit of a bearish story on oil…
http://www.bloomberg.com/news/articles/2015-07-23/oil-warning-crash-could-be-worst-in-more-than-45-years
We haven’t talked about grexit enough, it appears…
http://www.economist.com/news/europe/21657843-term-set-greeces-creditors-raise-more-questions-answers-hemlock-not-champagne
US exports…
http://uk.businessinsider.com/us-exports-to-greece-2015-7
Always nice, a bit of history…
http://www.ritholtz.com/blog/2015/07/the-rise-of-the-tech-industry/
“Why Has Consumption Been So Volatile in the New Millennium”
https://www.clevelandfed.org/Newsroom%20and%20Events/Publications/Economic%20Commentary/2015/ec%20201509%20why%20has%20consumption%20been%20so%20volatile%20in%20the%20new%20millennium.aspx
This one was before the weak Apple numbers though…
https://www.bespokepremium.com/think-big-blog/55693/
A bit late, but this is the H1 recap put into perspective
http://www.ritholtz.com/blog/2015/07/asset-class-performance-1h-2015/
Cool! A map of all the road trips in US literature!
http://www.atlasobscura.com/articles/the-obsessively-detailed-map-of-american-literatures-most-epic-road-trips
And, picking up the old habit again, the US schedule for the week to come
http://www.calculatedriskblog.com/2015/07/schedule-for-week-of-july-26-2015.html
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