Good morning. Cool: How the energy consumption in the US has changed…
http://uk.businessinsider.com/evolution-of-american-energy-consumption-since-1776-2015-8
Remind me to read this one later: “The Market Impact of Passive Trading”
http://www.researchaffiliates.com/Our%20Ideas/Insights/Papers/Pages/218_The_Market_Impact_of_Passive_Trading.aspx
So is there some guidance from the past? Statistically the odds appear to be somewhat in favour of a rebound
https://www.bespokepremium.com/think-big-blog/sp-500-weekly-drops-of-5/
An obvious victim from this market’s turmoil: the timing of the first rate hike
https://www.bespokepremium.com/think-big-blog/equity-volatility-and-em-nervousness-hit-fed-expectations/
http://soberlook.com/2015/08/6-reasons-fomc-is-unlikely-to-move-in.html
Mmmm. A pretty disturbing picture, if you ask me…
http://discussions.ft.com/longroom/tables/equity-strategy/the-next-crisis-will-be-caused-by-private-debt/
The rise of the activists…
http://uk.businessinsider.com/wall-street-couldnt-be-happier-about-activist-investing-2015-8
Chinese exports and the yuan…
http://www.wsj.com/articles/china-poised-to-boost-banks-liquidity-to-counter-weaker-yuan-1440325663
Emerging market debt is being hit by strong outflows…
http://uk.businessinsider.com/emerging-markets-are-getting-absolutely-hammered-2015-8
Cool overview: what are central banks supposed to do according to the general public
http://www.voxeu.org/article/what-general-public-know-about-monetary-policy
Interesting bit of reading on a classic game theory puzzle
http://www.nytimes.com/2015/08/21/upshot/how-readers-fared-in-upshots-number-puzzle.html
And, as always, the schedule for the US week to come
http://soberlook.com/2015/08/6-reasons-fomc-is-unlikely-to-move-in.html
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