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Sunday, August 3

3rd Aug - W/E: Markets & Economics



Previously on MoreLiver’s:

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MARKETS
Update on EURUSD, Charts – Global Macro Trading

Three things can’t be hidden long: The sun, the moon and the truth – TradingFloor

Swiss Bank Accounts: Not So Secret Anymore – BB
Swiss Banks Turn On, Tune In, Drop Out – WSJ
More than 100 Swiss banks initially signed up for a U.S. Justice Department program designed to unearth hidden American accounts and exact penalties. But it’s an open question how many will remain by the time a key deadline hits later this week.

Of Faith and Markets – The Aleph Blog

10 things you should know about Ace Greenberg – The Reformed Broker

A Way to Visualize Weekly Data – Adam Grimes

Global Equities Outlook – The Short Side of Long
According to Merrill Lynch, funds are “all-in” chasing equities * Global indices are currently not as correlated as one might think


ECONOMICS
The Illustrated Guide To 20 Years Of Latin American Debt Crises – ZH

Lowflation? LOL. Try again! – The Money Illusion
Inflation, interest rates, income inequality—the “i-words” don’t matter.  NGDP, nominal wages, consumption are what matter.

Jackson Hole Will Signal Hawkish Tone for Financial Markets – Econmatters

Meet FRED, every wonk’s secret weapon – WaPo

The Gold Standard Was an Accident of History – Macro and Other Market Musings

When is helicopter money optimal? – Worthwhile

What are academics good for? – Mainly Macro
What is the point in having academic research if it is ignored