Still a pretty remarkable fact: on how much upside has been generated on FOMC days…

http://ritholtz.com/2016/04/sp-500-1964-2016-with-without-fomc-days/

Nice breakdown, probably too simple though

http://uk.businessinsider.com/us-economy-facing-impossible-trinity-2016-4

The European jihadists

http://www.economist.com/blogs/graphicdetail/2016/04/daily-chart-2

The debt cycle and when will it turn negative?

http://uk.businessinsider.com/deutsche-bank-analysts-say-junk-bonds-will-start-a-default-cycle-in-2017-2016-4

Ah! Another NowCast for the US economy. Wouldn’t it be helpful if we get one for Europe, though?

http://uk.businessinsider.com/new-york-fed-introduces-frbny-nowcast-2016-4

“The case of the shrinking country: Japan’s demographic and policy challenges in 5 charts”

http://oecdinsights.org/2016/04/11/the-case-of-the-shrinking-country-japans-demographic-and-policy-challenges-in-5-charts/

Another industry laid to waste

http://ritholtz.com/2016/04/what-the-iphone-has-done-to-cameras-is-completely-insane/

135 pages of potentially interesting charts and analyses by the IMF in their Stability Report

http://www.imf.org/External/Pubs/FT/GFSR/2016/01/pdf/text.pdf

Japanese funds are returning home…. And other yen stuff

http://ftalphaville.ft.com/2016/04/08/2158808/jpwhy-revisited-and-a-break-in-the-currency-wars/

On that IMF growth forecast…

https://www.economist.com/news/finance/21696883-fund-sees-danger-economic-doldrums-imf-downgrades-global-growth

“The Financial Industry Is Having Its Napster Moment”

http://www.bloomberg.com/news/articles/2016-04-07/the-financial-industry-is-having-its-napster-moment

Nice chart showing the current account surplus of Germany against most of its neighbours…

http://www.nakedcapitalism.com/2016/04/intra-emu-divergence-is-a-feature-not-a-bug.html

Leverage is on the rise

http://uk.businessinsider.com/1-trillion-bond-bubble-ready-to-burst-2016-4

Bond investing is the odd one out….

http://www.ft.com/intl/cms/s/0/e44358dc-fd5e-11e5-b5f5-070dca6d0a0d.html#axzz45chKMoa5

Cool bit of history (if somewhat old)

http://awealthofcommonsense.com/2016/04/trading-costs-the-new-market-averages/

 

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