Good morning. Rates will go up
http://uk.businessinsider.com/two-conflicting-interpretations-of-recent-fed-communication-2015-8
Ok, so this year we should have invested on Thursdays…
https://www.bespokepremium.com/think-big-blog/thank-you-thursdays/
The difference between the current oil price curve and the one in March: signs of capitulation
http://www.wsj.com/articles/oil-futures-signal-weak-prices-could-last-years-1439159387
The other elephant in the room: China…
The Chinese are devaluing their currency: yet another sign of the weaker economy…
http://macro-man.blogspot.nl/2015/08/end-of-era.html
And this is the more structural headwind that China is facing
http://uk.businessinsider.com/chinas-four-decade-miracle-ends-this-year-2015-8
I am pretty sure someone is going to complain for me putting this one in. “We’re all frogs in a pot of slowly boiling water”
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