Global Macro / Markets / Investing:
- Manufacturing is weakening around the globe – Bespoke
- Performance of the global financial asset portfolio – Pragmatic Capitalism
- Hugh Hendry: ’Desperate times breed desperate measures for central bankers – MoneyWeek
- Earnings seasonality and stock returns – Alpha Architect
- $75 oil makes shale oil unprofitable – Bloomberg
- Junk bond banking boom peaks – Bloomberg
- Junk bonds flourish amid low interest rates – Dealbook
- Currency carry trades are not what you think – VOX
- No country for young people – The Economist
North America: