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/
Low yields do not help bonds, according to this bit from the Economist
http://www.economist.com/news/finance-and-economics/21690104-low-bond-yields-dont-always-help-equity-returns-false-comfort
Blasphemy! “Even God Would Get Fired as an Active Investor”
http://blog.alphaarchitect.com/2016/02/02/even-god-would-get-fired-as-an-active-investor/
The IMF is looking at the consequence of benchmarking on flows to Emerging Markets Debt
http://ritholtz.com/2016/02/emerging-market-portfolio-flows-the-role-of-benchmark-driven-investors/
Facebook beats China, easily
http://uk.businessinsider.com/social-media-users-and-country-populations-2016-2
Hey! This is a variation on the other one (which I like better)
https://twitter.com/WorthWray/status/695101196311273473
…and as a reminder: this is the other one
https://lukasdaalder.com/2013/12/22/best-of-the-web-in-2013/
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
Need to read this. “Economic Growth Isn’t Everything”
http://www.bloombergview.com/articles/2016-01-29/economic-growth-isn-t-everything
A nice bit of research from the Dutch Central Bank on illiquidity in bonds
http://www.dnb.nl/binaries/1600019_WEB_tcm46-337345.pdf?2016020417
A bit of reading on Brexit
http://www.ingwb.com/media/1348279/the-shock-from-brexit-report-280116.pdf
“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
The monthly of the ECB in a cool website version. This one is on the Brazilian slowdown
http://www.ecb.europa.eu/pub/economic-bulletin/html/eb201601.en.html#IDofBox1
Government: the biggest worry of the Americans
http://www.economist.com/blogs/graphicdetail/2016/01/public-opinion-and-immigration
Fin tech according to McKinsey
http://www.mckinsey.com/insights/financial_services/cutting_through_the_noise_around_financial_technology
Cool tool, telling you what drove your market today. I just keep getting the same answer though. 🙂
http://macro-man.blogspot.nl/2016/02/a-public-service-to-mm-readers.html
Cool game for nerds (via alphaville): guess the correlation…
http://guessthecorrelation.com/
Nice chart: putin is still unbroken
http://www.economist.com/blogs/graphicdetail/2016/02/daily-chart-4
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