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Sunday, February 25

25th Feb - Weekly Support



Here are the links to the weekly roundups, reviews and also previews of the beginning week.

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


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Saturday, February 17

17th Feb - Weekly Support




Here are the links to the weekly roundups, reviews and also previews of the beginning week.

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?

Tuesday, February 13

Sunday, February 11

11th Feb - Weekly Support


Here are the links to the weekly roundups, reviews and also previews of the beginning week.

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 RecessionBB
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 EconomicsWSJ
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 chartsLukas Daalder

Danske DailyDanske Bank

Daily Market CommentMarc 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 OpenZH
"Euphoria Turns To Terror": Dow To Open 750 Points Lower As VIX Eruption Accelerates
 

FINNISH
Aamukatsaus Nordea
  
AamukatsausDanske 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.