Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
Sunday, February 25
Friday, February 23
Thursday, February 22
Wednesday, February 21
21st Feb - Hawkish minutes, falling PMIs
Market dashboard as 22-Feb-2018. Bond yields to new highs * Vol and correlation elevated, but calm * USDJPY rising * Third red day for stocks
February purchasing manager indices: Europe below expectations, US above expectations
Tuesday, February 20
Monday, February 19
Saturday, February 17
17th Feb - Weekly Support
Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
Friday, February 16
Thursday, February 15
15th Feb - Rally
Market dashboard: US stocks are rallying, but Europe is reluctant.
USDJPY's plunge notable. Oil, junk bonds are back in rally-mode. Implied volatility and correlation both are recovering back toward "normal" levels after the shock.
Crude and junk suggests the stock market has found it's bottom, but Europe's mediocre rally.... lagging, or German coalition talks & Italian elections a drag?
Crude and junk suggests the stock market has found it's bottom, but Europe's mediocre rally.... lagging, or German coalition talks & Italian elections a drag?
Wednesday, February 14
Tuesday, February 13
Monday, February 12
Sunday, February 11
11th Feb - Weekly Support
Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
Friday, February 9
Thursday, February 8
Wednesday, February 7
Tuesday, February 6
6th Feb - Post-crash recovery
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EUROPE
German industrial union,
employers reach pace-setting pay deal – Reuters
MARKETS / OTHER
Markets Are Trapped as Policy Experiments Collide – BB
Why Did The Market Crash? Goldman's Quants Explain – ZH
Morgan Stanley's Post Mortem: "The VIX Finally Went Bananas" – ZH
Is This The Mean “Mean Reversion” In Stock Values? - MacroMon
Inhale, exhale, pause – FT
'The Godfather' Holds Lessons for Markets – BB
This Bond Market Could Get Uglier – BB
What on Earth Happened to Stocks? Here's Where to Cast the Blame – BB
‘Healthy correction’ or something more? – ING
A history of VIX spikes in three charts – ING
Quant-Blame Game and ‘Crack Analysis’ Behind the Flash Crash – BB
It’s not that bad: Bonds, EM, oil
volatility jumps much less than VIX – BB
Noah Smith: Don't Forget
What Causes a Recession – BB
They have this nasty habit of showing up when least expected.
REGULARS
FirstFT Daily Briefing – FT
Stock sell-off, classroom robots, rocket launch
WSJ City – WSJ
WSJ Economics – WSJ
New Fed Chair Sizes Up Market Selloff | U.S. Market Poised to Stabilize |
U.S. Trade Deficit May Get Uglier
“Best of the web” daily
charts – Lukas
Daalder
Danske Daily – Danske
Bank
Daily Market Comment – Marc
Chandler
Recovering US Equities Puts Floor Under Europe after Asia Tanks
Brussels Playbook – Politico
EU’s Balkan tough love — Germany’s data divide — Brexit swamp notes
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
"Euphoria Turns To Terror": Dow To Open 750 Points Lower As VIX
Eruption Accelerates
FINNISH
Aamukatsaus – Danske
Bank
Juhani Huopainen: Rekyyli, krässi vai karhu? – Sijoitustieto
Sunday, February 4
4th Feb - Weekly Support
Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
Saturday, February 3
Thursday, February 1
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