Weekend 08/06 & 08/07
BofA: “45% Of The Global Bond Market Is Now Compromised By Central Bank Buying” – ZeroHedge
One of the biggest warning signs of the financial crisis is flashing again — but this time is different – businessinsider
Friday 08/05
Atlanta Fed Sees Dramatic Surge In Economy, Pegs Q3 GDP At 3.8% – ZeroHedge
July Payrolls Soar By 255K, Smashing Expectations As Wages Rise More Than Expected: Rate Hike Eyed – ZeroHedge
No One Told Brazil Markets That Rio Olympics Would Be a Disaster – Bloomberg
RBS lost £2 billion in the first half of this year and is still paying out on past mistakes – businessinsider
Thursday 08/04
Bank of England interest rate decision – business live – guardian
“Mystery” Buyer Revealed: Swiss National Bank’s US Stock Holdings Rose 50% In First Half, To Record $62BN – Zerohedge
What Do Inventories Suggest About Q3 GDP? Can Drones Cure The “Inventory Crisis”? – Zerohedge
Brits Are Hoarding Cash Post-Brexit At Fastest Rate Since 2009 – Zerohedge
Debt-To-EBITDA Ratios Are Now The Highest In History – Zerohedge
Factory Orders Plunge For 20th Month In A Row – Longest Streak In US History – Zerohedge
The Fight for Yield Has Crept Into Emerging Market Equities – Bloomberg
Quantitative easing: all you need to know – guardian
Wednesday 08/03
Europe hasn’t seen this many asylum-seekers since fall of Soviet Union: Study – cnbc
Services Data Disappoints: Suggests “No Signs Of US Economy Moving Up A Gear” In Q3 – Zerohedge
BoE Preview – Rate Cut AND QE? – kathiylien
Chicago Seeks Tax Hike to Avert Insolvency for Pension Fund – Bloomberg
ADP Employment Continues To Lag Payrolls As Goods-Producing, Construction Jobs Slide – Zerohedge
Egypt’s $12 Billion IMF Talks: A Guide to What to Expect – Bloomberg
Indian Govt announces plan to launch new exchange traded fund – livemint
Asset Class Valuations: The Perceived Price of Certainty – pimco
Stronger German economic expansion edges eurozone growth higher – markit
Rout Sends Every Japanese Company Bond Sold in July Under Water – Bloomberg
French service sector business activity rises marginally in July – markit
ITALY: Service sector employment rises at fastest rate in almost nine years – markit
Bitcoin Sinks After Hackers Steal $65 Million From Exchange – Bloomberg
China’s Top Economic Researchers Call for More Monetary Easing – Bloomberg
HSBC Plans $2.5 Billion Buyback in 2016 as Profit Falls 45% – Bloomberg
Caixin China services PMI slips in July – Marketwatch
Tuesday 08/02
ETF Inflows Soar To $43 Billion In July, Most Since 2014 – Zerohedge
As Oil Crashes Under $40, How Much Further Can It Drop – Zerohedge
China regulator shutters 10,000 funds – reuters
ECB Bond-Buying Pace Slows for Portugal, Spain and Italy: Chart – Bloomberg
Commerzbank Scraps Full-Year Target, Sees Decline in Profit – Bloomberg
Why Japan’s “Massive” ¥28 Trillion Fiscal Stimulus Plan Was A Disappointment – Zerohedge
Japan’s $276 billion stimulus plan is much smaller than it looks – cnn
Details of Abe’s $274 billion Japan stimulus package emerge as cabinet gives its OK – Marketwatch
Australia Cuts Rates to Record Low to Spur Inflation, Jobs – Bloomberg
Monday 08/01
Markets await UK and European manufacturing data as China disappoints – business live – guardian
Ben Inker: This Is The “Shocking Hole” That Will Be Blown In Equities If Rates Spike By 1.5% – Zerohedge
New York Fed Study Finds 15% of U.S. Households Have No Wealth – Bloomberg
The main ingredient required for further stock gains – BLACKROCK
Deutsche Bank, Credit Suisse Kicked Out Of Stoxx Europe 50 Index – Zerohedge
JPM Just Joined Goldman In Calling A Market Top: Here’s Why – Zerohedge
Deutsche Bank Says U.S. GDP Flop Is a Sign of Secular Stagnation – bloomberg
US Manufacturing PMI Bounces To 9-Month Highs, ISM Drops – Zerohedge
U.K. manufacturing activity hits lowest in 3 years as Brexit bites – marketwatch
Brazil Real Falls on Central Bank Intervention, Commodities Drop – bloomberg
The Best And Worst Performing Assets In July And YTD – zerohedge
Eurozone manufacturing growth edges lower at start of third quarter – markit
Earnings trend signals bear market: ‘Sell the house, sell the car, sell the kids’ – marketwatch
Growing Oil Glut Shows Investors There’s Nowhere to Go But Down – bloomberg
Germany: PMI dips slightly despite production growth hitting 27-month high – markit
Short Sellers Pile Into Mexico After It Lands in U.S. Crossfire – Bloomberg
Japan: Manufacturing conditions deteriorate at weaker pace – markit
Goldman Sachs says stay away from stocks for the next three months – marketwatch
China July factory activity unexpectedly dips on softer orders, flooding – reuters
Five Things You Need to Know to Start Your Day – bloomberg
The BOJ Hit Its Limit: A Summer Relief for Banks – pimco