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Friday, September 2

2nd Sep Early - nEurosis

Not that good.
Very good, with an event calendar and links to quality reads

Another good summary of policy choices and the danger points.
The Imminent Failure Of The Eurozone – The Daily Capitalist

Eurobonds will not happen politically. IMF’s advice should be followed.

If the rot spreads from the periphery, nothing will help. Credible restructuring of the periphery debt should contain the damage.





Hooray for, erm, Greek ELA? – alphaville FT

One scenario, some market play ideas.

(pdf) working paper

FINANCIAL CRISIS
Will the Dodd-Frank be any good, given recent news?


Global PMI charts from a recent Credit Suisse research report
Nice pivot table of the data

STOCK MARKETS
P/E for dummies

EMERGING

OPERATORS




DIVERSION
A translation of an article originally on French magazine L’Expansion



Is God a fan of austerity? – alphaville FT


Better data, the rise of real experiments, and interdisciplinary advances
Sciences Still Young – Harvard Magazine