Asset Management & Market Research

Tuesday reads & daily charts ...

We scour the best of publications that cover the markets & economy, the world of business & finance, asset & wealth management, monetary & fiscal policy, Europe & Asia, the news & politics, science & technology … and throw in a bit of arts & entertainment, just to keep it light. Here’s what we found particularly compelling in the last 24 hours:

Irrational Exuberance Again? (Ed Yardeni)

Is This Rally for Real? Indicators Are ‘as Overbought as They Ever Get’ (Jeff Saut/Minyanville)

Anyone but Larry Summers … (The Big Picture)

Uber’s plans go far beyond car rides (CNNMoney)

The Eurozone is on the verge of repeating Japan’s lost decade (Sober Look)

Elon Musk to Unveil Plans for Hyperloop Really Rapid Transit System (All Things Digital)

The Tale of Two Tapers (Eichengreen/Project Syndicate)

Social Media’s Reaction to the Acquittal of George Zimmerman (The Lede/NYT)

Serendipity and Samples Can Save Barnes & Noble (Bloomberg)

In China, wealthy adults drink breast milk while millions of infants stick with formula (Quartz)

The charts below are courtesy of the WSJ and their Real Time Economics blog. They ran a piece with these charts after China reported that growth slowed to 7.5% year-on-year in the second quarter, down from 7.7% in the first. That puts the economy on track to hit the government’s 7.5% target for the year, a result that would still be down from 7.8% in 2012, and the lowest growth since 1990. As many suspect official figures, the WSJ’s charts showed alternative measures – growth in bank loans, electricity consumption and rail freight – which paint a decidedly mixed picture. These 3 measures are preferred to GDP growth, in the eyes of Premier Li Keqiang.

china solwdown WSJ !!!!

china 2 WSJ



Author: Kevin Lane

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