Quants and the quirks Is efficient-market theory becoming more efficient? Theory is changing traders’ behaviour. And vice versa ...
viernes, 2 de junio de 2017
CONSERVATISM BURIES RONALD REAGAN AND MARGARET THATCHER / THE FINANCIAL TIMES COMMENT & ANALYSIS
Conservatism buries Ronald Reagan and Margaret Thatcher How confidence in the benefits of free markets and free trade has been lost ...
WHAT´S NEXT FOR WORLD´S BIGGEST BOND PORTFOLIO / BARRON´S MAGAZINE
What’s Next for World’s Biggest Bond Portfolio As the central bank cuts its holdings, it could still manipulate yields by deciding which ...
RETHINKING THE NEXT CHINA / PROJECT SYNDICATE
Rethinking the Next China Stephen S. Roach . NEW HAVEN – For the past seven years, I have taught a popular class at Yale, called “...
BROKEN BELLWETHER: AMERICAN JOBS / THE ECONOMIST
Broken bellwether: American Jobs Today’s labour-market report will be ...
jueves, 1 de junio de 2017
PERU: CONCLUDING STATEMENT OF THE 2017 ARTICLE IV MISSION / INTERNATIONAL MONETARY FUND
Peru: Concluding Statement of the 2017 Article IV Mission A Concluding Statement describes the preliminary findings of IMF staff at th...
TO FORECAST SHARE RETURNS, COUNT BUY-BACKS AS WEELL AS DIVIDENDS
To forecast share returns, count buy-backs as well as dividends That also reveals a better match between stockmarket performance and econ...
REGULATING THE INTERNET GIANTS: THE WORLD´S MOST VALUABLE RESOURCE IS NO LONGER OIL, BUT DATA / THE ECONOMIST
Regulating the internet giants The world’s most valuable resource is no longer oil, but data The data economy demands a new approach t...
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