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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