Asset Management & Market Research

Friday 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:

Carney Will Still Push the Pound Lower (MoneyBeat/WSJ)

Bond Wars (Gross/PIMCO)

Goldman: 8 technologies forcing businesses to adapt or die (Business Insider)

The Accelerator Effect and the “Second Recovery” scenario (Yardeni)

JP Morgan: $7 billion in fines, $16 billion in legal costs (The Big Picture)

Why Is U.S. Economic Mobility Worse in the South? (Bloomberg)

Moore’s Law could stay on track with extreme UV progress (ars technica)

I’m still a bear, and Twitter is useless (Kass/MarketWatch)

‘Germany Is Critical’: IMF Calls on Berlin to Loosen Pocketbook (Spiegel)

How ‘Breaking Bad’ is bad for meth dealers (MarketWatch)

The charts below are courtesy of Calculated Risk, Goldman Sachs (ht Business Insider) and The Economist. They speak for themselves.

mort delinquencies Calc Risk !!!!

gs re nat gas engines !!!


media websites ECON

Author: Kevin Lane

See all posts by Kevin Lane (1829)

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