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:

Apple exploring cars, medical devices to reignite growth (SFGate)

The Global Economic Recovery Is Foundering (Kass/

Why paying doctors salaries won’t make healthcare cheaper (Quartz)

Obama’s economy deserves much rebuke – but not his MyRA (RCM)

Why you should worry about U.S. Inflation – not deflation (Hedgeye)

Japan GDP Biggest Miss In 18 Months; Slowest Growth Since Before Second Coming Of Abe (Zero Hedge)

Credit Spreads and Equity Returns (Market Compass)

With Fewer New Firms, the High-Tech Sector is Losing its Dynamism (Harvard Business Review)

‘It’s Not Just Hard Work’ – 2 responses to Greg Mankiw on income inequality (Economist’s View)

The Real Problem with the Comcast Merger (New Yorker)

The charts below are courtesy of Deutsche Bank (ht BI) and the NYT.

The slide below, taken from Deutsche Bank’s latest “House View” presentation, sums up nine of the biggest stories playing out in EM right now (ht BI):

em deutsche bank feb 18



emissions nyt 2:18

Author: Kevin Lane

See all posts by Kevin Lane (1822)

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