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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