Good morning. Crazy bond returns in Switzerland, the extended version
http://ftalphaville.ft.com/2016/02/02/2152019/corporate-bond-yields-and-the-cold-pull-of-negativity/
Back on track? Let’s hope not…
https://www.bespokepremium.com/think-big-blog/sp-500-and-crude-oil-back-on-track/
Google has surpassed Apple!
http://www.economist.com/blogs/graphicdetail/2016/02/daily-chart-1
Has the yield curve lost its ability to predict recessions?
http://www.bloomberg.com/news/articles/2016-02-01/has-the-most-reliable-u-s-recession-predictor-lost-its-value
A glossy quarterly by McKinsey
http://www.mckinsey.com/insights/organization/mckinsey_quarterly_2015_number_4_overview_and_full_issue
“Only eight of the 23 subcomponents of US industrial production have contracted over the past 12 months. In a recession, you would expect nearly all of them to have done so.”
http://uk.businessinsider.com/credit-suisse-on-recession-risks-2016-2
I haven’t studies this one in detail yet
http://www.voxeu.org/article/nature-and-effectiveness-central-bank-communication
Cool game for nerds (via alphaville): guess the correlation…
http://guessthecorrelation.com/
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