Best of the Web: 16-07-12 nr 1483

Good morning. European banks are having a tough time….

http://ritholtz.com/2016/07/eu-banking-post-brexit/

Ah! Earnings season has started in the US! Let’s see if that can explain that all time high in the S&P!
9-9mY6o7DJlYpWTqKiCBYki7ZydcZwYGfTZKV2E2YfW82U9NVPu_f0g_6AbDSi7MrCN4daRqpoDm0IW5GKXJpECopAJ2FahaFVEYH0Ei2U3GgV5g0wKvylgoWOEKF9UyWRR99BWS
http://ftalphaville.ft.com/2016/07/11/2168927/the-next-wave-of-news-on-the-us-earnings-recession-starts-today/

A country report by the IMF on Italy. And it is not just about banks either…
LcaREF7Bzi32iigQirqZQmpl748PvLU9JBQcVn04CCu0o371OHxLT7usBUzqBcJHEuB2J4ji_lqcQaSuiwtQ4FCvePxCsHhQTTdmsbOH_OPbkv6r6_jQvJ7i7uIEm06ams0kNmUx
http://www.imf.org/external/pubs/ft/scr/2016/cr16222.pdf

Get y’er bonds while they are still yielding positively!
lkPedP8KL9GKGYVXAsBZwJCPW5M876vbjhzPnTx0SctnRTVyWl-eI2ahA-4nsSkuPLoazHRmwIU2MVhAQ4VAirTWIgG_p3lAv8eojYHlD4xc9dswsqMw6anPV3hLZr7molfyPfxN
http://www.wsj.com/articles/black-hole-of-negative-rates-is-dragging-down-yields-everywhere-1468174982

Or are bonds overpriced? No really?
RjfSs7BAnFp1f7ByA_SfSFvwMunSKYN99JzC00idrNVabzrf6QpHobvcxuHy_FgQBst763RwFFO54lfgNoFtTp3z7YS-v1DzPStepFGDOudISDkJM-XXQRJlKwb7oIYfX9MuLxDG
http://uk.businessinsider.com/goldman-the-us-bond-market-is-getting-overrun-2016-7

Brexit and the impact on UK stocks
I5nbuWvKlOdKgYj0vFgnSJUESTxKE07YvSJubL1dtw8sJretxp_NRwc0lhTUcqaHRDKE58qrYKcyupSw4-Yg1loSP_hMs2qyEc2f2Mj4lENT4aLx58RoJOETMWKUHEMhwnwkzNh1
http://uk.businessinsider.com/goldman-sachs-charts-how-the-ftse-100-masks-the-brexit-risks-to-the-uk-2016-7

A bit of reading on Germany
Ui37E5gdLjkusReNeEjGDpi0GJ7L2Lh9uJqoW_mukX_ljzNT6lXHw3Hqzn2GOHZfhk7hpMUHH4T7uMGEBBl_wYuhKa1IryWgGmtggZREStv661Sdjr4Lt0K5jSET4UD92dKiwTjL
http://blogs.ft.com/gavyndavies/2016/07/10/the-german-balance-of-payments-quandary/

And here is a bit more reading, but on the Eurozone
cLR7FeVGT7Ng8aq8_-CNdzke1o5zb7CIfmU1uk2lqa6pEcqnlPRaRUzefzN9PCyddVb_8A8f7pETK6IUdNibeUn3srYV4aeGEJORYrW0dOEUJSZ8xYUA_u7wsQ6Myf6Bc90ugXpr
http://www.ecb.europa.eu/press/pdf/ffi/eaefd_1q2016_early.pdf

 

A complete overview of all previous editions of Best of the Web can be found herehttp://tinyurl.com/c8ge4c5. All links provided are collected from public websites, unless otherwise specified. I have not checked the data or information for accuracy used, and therefore do not guarantee that all data provided will be 100% correct. The links provided do not necessarily reflect my personal opinion and should be seen as general interest: oftentimes I do not agree with arguments presented, but nevertheless think it is worthwhile to read them. It is up to the reader to make up their own mind. Suggestions or discussions are more than welcome. Do not quote unless specifically cleared beforehand!

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