Google Analytics

Tuesday, February 6

6th Feb - Post-crash recovery


Follow ‘MoreLiver’ on Twitter

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 – Nordea
  
Aamukatsaus – Danske Bank

Juhani Huopainen: Rekyyli, krässi vai karhu? – Sijoitustieto