“A Model of Secular Stagnation” Remind me to read this one later…
Some evidence on the technical nature of last weeks strong correction
http://www.businessinsider.com/hedge-fund-positioning-october-21-2014-10
On the ECB buying European credits…
http://ftalphaville.ft.com/2014/10/21/2015142/why-would-the-ecb-buy-corporate-bonds/
Some bond volatility history, brought to you by Pimco
http://bit.ly/1wtCwnl (pdf)
Switzerland and Japan. Biggest easily…
http://www.moneyandbanking.com/commentary/2014/10/20/how-big-should-central-bank-balance-sheets-be
“Sovereign-debt relief and its aftermath: The 1930s, the 1990s, the future?”
http://www.voxeu.org/article/sovereign-debt-relief-and-its-aftermath-1930s-1990s-future
Too good to be true…
http://www.economist.com/blogs/graphicdetail/2014/10/daily-chart-13
