Good Morning! Where is the dip? (and indeed, the more volatile part of the year is still to come)
This is not due to the Democrats, it appears…
https://www.economist.com/news/united-states/21725346-statistical-comparison-nominations-submitted-past-presidents
The ECB looks at two different Hawk-Dove indicators
https://www.ecb.europa.eu//pub/pdf/scpwps/ecb.wp2085.en.pdf
This one is on…
https://www.bloomberg.com/view/articles/2017-07-19/millennials-and-boomers-are-different-but-not-why-you-think
Interesting bit of reading on crisis and recoveries
https://www.bloomberg.com/view/articles/2017-07-20/yes-financial-crises-do-bring-hangovers
Scary stuff: earnings have become more important over time
http://www.businessinsider.com/goldman-sachs-theres-still-a-killing-to-be-made-this-earnings-season-2017-7
Luxemburg’s fate is closely linked to Italy, so it looks…
https://thegeneraltheorist.com/2017/07/19/the-ecbs-target2-challeng/
Interesting chart, although I am not sure if it is correct: 80% underperformance?
http://awealthofcommonsense.com/2017/06/patience-exemplified/
UK recession around the corner?
http://www.businessinsider.com/recession-in-the-uk-in-2017-credit-suisse-2017-7
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