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Economic and market themes: 2014-01-31
Themes for today:
US economic growth is poised to be decent in 2014
Europe will recover but not at the same pace as the US
EM is really a China contagion story. I am concerned but not alarmed
Watch high risk sectors like leveraged…
Links: 2014-01-30
This is an addendum to this mornings news links.
Most See Inequality Growing, but Partisans Differ over Solutions | Pew Research Center for the People and the Press
The Behavioral Psychology of Netflix's Plan to Charge Higher Prices -…
Chart of the day: Emerging markets and the Taylor Rule
According to Wikipedia, the Taylor rule is a “monetary-policy rule that stipulates how much the central bank should change the nominal interest rate in response to changes in inflation, output, or other economic conditions.” It is named…
George Magnus: We should take the emerging markets volatility seriously
George Magnus is one of the few economists that could claim to have predicted the financial crisis which began in 2007. And last night, he spoke with great concern about the budding crisis now ongoing throughout the emerging markets. I have…
On high yield and high risk investing in EM and junk debt
Right now, everyone is talking about an emerging markets crisis due to the simultaneous turmoil in several emerging markets. I am not concerned about this being a full-blown crisis yet. At the same time, I do want to use this as a launchpad…
Apple’s profit falls again in Q1 2014 on record revenue
Like last quarter, Apple set another record for revenue in its first quarter of 2014. However, margins at Apple have receded, turning year-on-year profit comparisons negative for yet another quarter. Earnings per share are up because of…