Links 11 May 2015

Macro/Markets/Investing

• Currencies’ Wild Ride to Get Wilder as U.S. Rate Rise Beckons – Bloomberg
• Why a second emerging market debt storm could be worse than the first – Telegraph
• Investors get stark reality check as global bond market comes unglued – Financial Post
• The global bond bubble is finally bursting – and here is why – Telegraph
• Who Woke the Bond Bears? – WSJ
• Did Libor rigging help Deutsche Bank avoid a bailout? – Euromoney
• End of the bull market? Get ready for the impending zombie investor apocalypse – Financial Post
• Oil unlikely to hit $US100 a barrel, rebound puts global recovery at risk– Fairfax
• Commodity prices: Over a hundred years of booms and busts – Vox

• The Great Disconnect——Central Bank Driven “Markets” Have Nothing To Do With Economics – David Stockman