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Tuesday, February 6

6th Feb - Post-crash recovery

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German industrial union, employers reach pace-setting pay deal – Reuters

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.

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

"Euphoria Turns To Terror": Dow To Open 750 Points Lower As VIX Eruption Accelerates

Aamukatsaus Nordea
AamukatsausDanske Bank

Juhani Huopainen: Rekyyli, krässi vai karhu?Sijoitustieto