Good morning. Latest GDP data from China is out. The underlying volatility has a high Madoff feel to it…
http://www.reuters.com/article/us-china-economy-idUSKCN0UX04B
Here is a ‘gutsy’ call that we are heading for a rebound in stocks
http://www.businessinsider.com/deutsche-bank-bianco-cuts-sp-500-target-2016-1
Back in the news again: the 62 richest own a lot…..
http://ritholtz.com/2016/01/economy-1-privilege-power-economy-drive-extreme-inequality-can-stopped/
El nino gives the upward trend a new boost
http://www.bradford-delong.com/2016/01/sweet-holy-f-.html
China, the short version
http://www.bloomberg.com/news/articles/2016-01-14/the-simple-truth-about-china-s-market
And this one is on the Chinese industry sector and the devaluation of the yuan
http://blogs.ft.com/gavyndavies/2016/01/17/china-devaluation-a-necessary-evil/
I admit I did not read this one: “Sovereign to corporate risk spillovers”
http://www.ecb.europa.eu/pub/pdf/scpwps/ecbwp1878.en.pdf
Nuclear material theft around the world
http://www.economist.com/blogs/graphicdetail/2016/01/safeguarding-nuclear-materials-theft-and-cyber-sabotage
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God morning mr Daalder.
I´m a big fan of your observations as well as Robeccos research which I find very useful. Could I tweet your chart on variation on Chinese and US GDP? Find it very funny actually.
Br
Jonas Olavi
Head of Tactical Asset Allocation
Alfred Berg
Stockholm/Sweden