EICKnotes for Oct 28, 2013

1. European Debt Still There

Limited progress has been made on reducing the high debt loads across Europe. Three articles this weekend highlight just how much more work needs to be done. (Economist), (Bloomberg), (FT.com)

2. Where has all the inflation gone?

Some officials are worrying that we don’t have enough inflation, suggesting that QE won’t end anytime soon. (NYT). Others are more afraid than ever that QE is breeding the mother of all bubbles that will pop in a spectacular fashion (Mauldin). They may both be right.

3. China’s growing strength and instability

As China prepares for it’s annual policy making convention (Bloomberg). Signs of both economic growth and increased instability continue to grow. (FT), (NYT Magazine), (WSJ), (China Financial Markets).

4. The Bottom of the News

  • 10 Weird Ways Your Brain is Tricking You (ListVerse)
  • Japan’s Yankee genius, the greatest scientist you’ve never heard of (New Statesman)
  • Another value manager can’t find stuff to buy (Bloomberg)

By Jon Eickmeier | October 28, 2013 | links curated markets economics EICKnotes

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