Best in Economics this week: May 18

I would be interested to see this one in dollars per head…
sJis7-9cNJGWMXcPcDXW6zU1Vmt2JgS7YM7RxUWLIUxdGJFZfr18MKVhrlPL4GUchcyrujK6O35jmnqioLoZBR3PerS8E7_N0FZ6rwFQzxDmLdA4Jgb_FwhO-2TMpeVxR95WvYBl
https://www.statista.com/chart/13766/where-philanthropy-dollars-are-concentrated/

Cool chart from the ECB, decomposing the citi surprise drop
BCxgPY9LvAf9GBDwFwgkqkt21caK3R-cv54NQNPTe_1XPYsKt1x0i1aKhxEwkQQoQ14dFgL9WRZ2lgCfhSrDdAKOT4md905Qn9t_-iuOaHCvLUd189wJQMpgXhapu81szpwXFWvh
https://www.ecb.europa.eu/pub/pdf/annex/ecb.sp180507_slides.en.pdf

The OECD on Greece
pik3WDIghd_dBhMB_CPhcUiO8x0hSSJLBMXLdzk0g-UWZ4fQr_rRaU5-35e_h0TnG7qOJOmjjBNk7tDWc7qyJtdX_WS8MmQBjdbP7HWejKFD_2gXKFFwOVbbIu7ya7uZqRb4yHjH
http://www.oecd.org/economy/economic-survey-greece.htm

Still one of my favorite, completely useless charts around.
G3OUlV7JT6yNxgCmWU-mYOaWrcCaLE-e10S0kppwAeXTXqsDStt1hMrx0jo0f_K_62EDxsU5knw0HzrlfFfBN05uSs48Xi_YFl5WhHKwvOWFYhNc3LY-Apl-gvHp-XqgoWlkDesO
http://www.businessinsider.com/economic-recession-outlook-fund-managers-freaking-out-defying-baml-2018-5

A bit of a technical read on the slope of the yield curve and stocks

TecH0qfj4CRMRAgP_91B2UkzLJ4Ty3IaUfwRG8vvGVZ-Go_ROXSAk-oiRylOBuIjwruD1b_tF_C0KbESLJmmkaFJcltRkKnmo8_hfhr3B57BTZD-_uSZ-8fOUNy1cEO0LBN7DOXz

https://voxeu.org/article/yield-curve-and-stock-market

Cool overview of the three functions of money

aafDm-vF3ZH4lJy6pOHtC9oI6L8zT7cpzz8c2pVBbRHZPVv14pjHsOwh8_81yhnPW9xf654TJSN6-MbSCKZfVqf9pYCW6O28yTC8V_SR5HwNee-rNm2YQgxx0dRn40U_oMOFUMKJ
https://principlesandinterest.wordpress.com/2018/05/03/moneyness-of-betting-tips/amp/

On that ‘iempeccable’ inflation track-record of the ECB…
aGQDoGEbYZRfjOQ0xlqOaJ1EGGMegnwwxFHxJj3iNtySscrefsbzDcWIKip6RSCD-O9qzpRR8oHZDuxjT5DZwg4bSacy0I0k4gNdm18OwzUhgqUVlXKVfMvtcKuhKk4gmGOAbpoA
https://lukasdaalder.com/2018/05/09/iempeccable/

May is breaking records

stF1ZAhvfE3CsE5KNdZhN4kAJJ4gjUlaz3V0BEnrF2lquawYZD82vZdSQjOoJ03Gs7ZyWDT5WJQPCaLJn0L5ccvNOO0TffBtRA9izsIOms8Sr3GyMyc5FNpTAkFEMHYYDv40t-Dg

https://www.economist.com/blogs/graphicdetail/2018/04/daily-chart-19

And whilst on the subject of the UK: look at the dismal productivity record

cuqCZMvALtx5jF6A_JjrwwCG-vMpEmEUZRV73QUR38X4tTRODAZ7fEkcbJkqyye5lf-qTVf90NLOziUw9o4WghhdxIiuNK4LWGee-Ixpt8Ua8_XEin2vxhDsTZMkVshZDM7pHltP

https://mainlymacro.blogspot.nl/2018/05/why-was-economics-so-insular.html

The Wall Street Journal tries to explain the lack of inflation in the Eurozone
HNYq9UMUR_4LhMVaGuyuO4fz0sf-ncsCqnaHnfURu_EgHIGqznDabaNBgow_J_Lg78mk8MxvFRWgD52dDnkUfyexEyntAdS42djWVCzOoE9tbBNwsbS1IjHrXXBB0mGqEax0jYxb
https://www.wsj.com/articles/the-riddle-of-the-eurozones-missing-inflation-1525635726

Credit is too easy resulting in lower credit quality debt
MMmAq1hr6WA_ZiE5QgDtP-4ZBOncHka_EwZ8CfjfOmxR3v2M7wkP5paARZPKSNZR7RFIMctZK0j0IcbJLPVGu8h3n4eqiVbTLFzp3RyrEtMHNPPXexcf81mD9Etm0NxURIudkJXh
https://www.businessinsider.nl/wall-street-ignoring-market-risks-like-leveraged-loan-growth-2018-5/

Winners keep winning (with an interactive chart)
31HYGtuwnUDtr-Dh-XWRM5kG9_sOMdgodG3uFyMYZFijmj4iViYMl6zMs-CaodqInt4natSARchXtbKuYzoqTzPbyYirn3HF_nE0BtjQ6XK3KOiswFAL015UjoL3xKU4cSXdknSR
https://ofdollarsanddata.com/why-winners-keep-winning-4e7f221f5b84

What China owns in Europe
k04DlU607n1c_wWr8d1xLdLkiMkJd17bs421elH5_qq9-w3J_gZRP9MppS6HvvHBBJTgfhX6zF0hA-SD06nqkjba6fI2fED65wOXFMyz9sYOnp6KYyOKQ6aPbbEKOzTDv0cLvf49
http://ritholtz.com/2018/04/china-buying-way-europe/

The Bull market in US Treasuries ended a long time ago…
tD5qwpJchuKRFjpoozCJCKSP5kgBv8zrUoLvVRXmx-BD_1VAWg3gUOCcPKh3fTursVkhwA6a2Xti1IQlrCt0mHVwsttZXf0nHeHxNZZ0bBIM-tziO5WgiS8AYXVp8A0RoOs6stPw
https://www.bloomberg.com/news/articles/2018-05-01/forget-3-that-amazing-bull-run-in-treasuries-ended-years-ago

 

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