Have you finally made it to the Fed, is no one listening to you…

http://www.ritholtz.com/blog/2015/11/not-all-fed-speak-is-equal/

Distressed levels in High Yield

https://www.bondvigilantes.com/blog/2015/11/18/beware-of-the-pitfalls-in-us-high-yield-retailers/

An animated version of the rise by death of ISIS (and affiliates)

http://www.ritholtz.com/blog/2015/11/a-year-of-islamic-state-terror/

An interesting speech by the Chief Economist of the Bank of England on the future of jobs and wages

http://www.bankofengland.co.uk/publications/Documents/speeches/2015/speech864.pdf

Well, share buybacks will only get you so far…

http://uk.businessinsider.com/contribution-buybacks-eps-growth-2015-11

Stock buybacks and how they have been funded

http://uk.businessinsider.com/how-companies-fund-share-buybacks-2015-11

Emerging Market Debt. Some feedback.

http://www.businessinsider.com/ubs-research-emerging-market-impact-from-corporate-debt-overhang-2015-11

Very cool chart showing the growth breakdown for 2016

http://uk.businessinsider.com/goldman-top-ten-themes-for-2016-2015-11

You can disagree with the view, but the way it is presented is pretty clear

http://uk.businessinsider.com/barclays-2016-stock-market-outlook-2015-11

China is the new Japan (which means that the US will stay the biggest economy for a lot longer)

http://blogs.ft.com/gavyndavies/2015/11/16/is-china-the-new-japan/

What is the most crowded trade right now?

http://ftalphaville.ft.com/2015/11/17/2145295/if-you-can-be-short-dollar-when-all-men-doubt-you/

Martin Wolf hits the same old theme again

http://www.ft.com/intl/cms/s/0/b2df748e-8a3f-11e5-90de-f44762bf9896.html

The impact of Amazon

https://www.bespokepremium.com/think-big-blog/amazon-com-amzn-propping-up-the-consumer-sector-like-none-other/

It has been a difficult year to make money in currencies (from a US perspective)

https://www.bespokepremium.com/think-big-blog/interest-ing-em-currencies/

Blackrock’s take on the price of climate change

http://www.ritholtz.com/blog/2015/11/blackrock-the-cost-of-climate-change/

Right. Equilibrium real interest rates. Good luck with that.

http://www.voxeu.org/article/estimating-equilibrium-real-interest-rate

Here is someone making the case that the growth slowdown is not a measurement thingie after all

http://www.iie.com/publications/papers/fernald20151116ppt.pdf

 

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