I will update this post when new stuff comes along.
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EUROPE
In 2013 France stood out as the perfect model of economic
ineptitude. It's very difficult to be perfect at anything, even failure. France managed.
Here are some headlines.
UNITED STATES
S&P 500 Sector
Weightings at 2013 Year-End – Bespoke
The Year in Review,
2013: Fantastical Pseudo Economics – Econbrowser
On Wall Street Things Rarely Turn Out Quite the Way You Expect
The Economy’s Secret
Success in 2013 – Daniel
Gros / The Daily Beast
The financial failures of the Great Recession—bank
busts, foreclosures, and bankruptcies—shrank dramatically this year. And the
success will feed on itself.
Here’s what we got
right, and wrong, about the economy in 2013 – WaPo
A year ago, we brought you an analysis of the forces that appeared likely to shape
the U.S. economy, for better and worse, in 2013. So
what did we get right and what did we get wrong? And of the things we posed as
open questions, what did the answers turn out to be?
ASIA
Shinzo Abe’s economic
policies had a great year in 2013 but challenges lie ahead.
The year 2013 will be
remembered in Southeast
Asia as one of deadly
disasters and massive post-election protests.
It was a good year for
some of the region’s titans. For others…less so.
The Top Political
Catchprases of 2013 – The
Diplomat
The top 6 political catchphrases from Xi Jinping’s first year in office.
BLOGS
Top Five Alpha Stories
of 2013 – All About Alpha
Our top five posts
from 2013 – Europp / LSE
Blog year 2013 in
review – Portfolio Probe
My Top 5 For 2013 – Econometrics
Beat
OTHER
From the Cyprus bailout to Japan's aggressive asset-purchasing programme and
the fiscal cliff in the US, 2013 was an exceptional year. In this
three-part series, I look back at the key events of the past 12 months.
From the German
elections to the US government shutdown and the Fed finally putting paid to that tapering
talk, 2013 was an exceptional year. In the second part of this three-part
series, I look back at the key events of the past 12 months.
2013 in Review: Best
of the "Silver Bullet" Awards – A
Dash of Insight
I occasionally give the Silver Bullet Award. This
recognizes writers who take it upon themselves to debunk dangerously misleading
financial analysis
EM bonds: a record
2013
– beyondbrics
/ FT
Year in Review – Global Macro
Monitor
In 2013 I Learned
That…
– The
Reformed Broker
As in a Samuel Beckett
play, the year’s meaning was found in the silences, in the negative space
between events and in the waiting for things which never came to pass.
MARKETS
Dow Climbs to Record,
Poised for Best Year Since 1996 – BB
Stocks $3.7 Trillion
Year Beats Bonds Most Ever on Funds – BB
Treasuries Love Affair
Endures After First Loss Since ’09 – BB
Rupee Headed for Third
Annual Loss as Bonds Fall Most Since 2009 – BB
Rupiah to Rupee Lead
Worst Year for Asian Currencies Since 2008 – BB
Gold Reaches Lowest
Since June on Way to Biggest Rout Since ’81 – BB
Euro Falls Versus Dollar on Economic Divergence With U.S. – BB
U.S. 10-Year Yield Climbs
to 2-Year High as Data Stoke Fed Bets – BB
Europe Stocks Post Best Year Since 2009 Before U.S. Data – BB
Commodities Post First Drop in 5 Years as Corn to Gold Tumble – BB
Bonds Close 2013 At 30-Month High Yields – ZH
Dow Surges To Best Year Since 1995 As Bonds & Bullion Slump – ZH
Final 2013 Country
Stock Market Performance Numbers – Bespoke
Only 16 of the 76
countries shown finished in the red in 2013. It ended up being a rough
year for the BRICs (Brazil, Russia, India and China).
2013 Asset Class
Performance – Bespoke
Presented without
commentary is our key ETF matrix highlighting the December, fourth quarter, and
full year 2013 performance numbers of various asset classes.