Best of the Web: 13-06-03, nr 780

Good morning. The two Chinese PMI’s are out. The official one was better than expected, but the unofficial one is in contraction
http://www.zerohedge.com/news/2013-06-02/schrodinchina-expanding-and-contracting-same-time

So much for that huge spike in inflation related to QE…
ttMK1sF1ZIe1uMNXYFGJlYwKGSjZyRroxegEhcCTu73eY00SVoxxqKTUKlekVVtShhYApMGmQMSqCgaVpuYxGsvzIYusAob5ieGNtfK9cathY-eMAsxxsNzxHA
http://soberlook.com/2013/05/pce-core-inflation-lowest-on-record.html

Looks like an old chart in need of an update…
DA4FMIqDfFepBn0jIf14mkmEUh2KiVLjztfaHPyczJ7mYAwuo-0u_2VY1qj9Vy91hx6T31dmuS7bN6wNbAWadpaZJLhnkMKqXxjTbSoyfhUQNtAWw6QIylPMlQ
http://www.businessinsider.com/financial-advisor-insights-may-31-2013-5

The bond sell-off is getting more and more attention: will it continue…?
http://money.msn.com/bill-fleckenstein/post.aspx?post=1a1ea896-7df1-493e-8680-defcd0de8b87

A bit of info on the US Treasury market which might be interesting…
LY07Kq2IOZ30yfigOYEQ5eOEe_-q-IQKW2c9-gDr_uKE6u4FowBRn3-WVkKhNsYWDQvXJEho2Ym4vxgLsKYBC68JIoiFQEioaY28RBrcdRXlreesJ1zXfe_gxQ
http://www.learnbonds.com/how-big-is-the-bond-market/

And will rising bond yields be bad for stocks? Not so, according to the title of this chart. I have my doubts, though
WP9oAbXG1UKS8s-wU5yXfBmVH1pHd0kRaKSl7vclowEQUZTTAaZzDCrdyT_TIvByHC5klWGFyShB-a2cshb3IAUNO0MoU3mpjN4TRL17v_f5qBpN0UonoYBzFg

Volatility and uncertainty on the rise? Emerging equities are being dumped by the looks of it
DgBPfyNzAg2hyW6hPYTq1FgmYkvPkw8dOyivrVhiGc2BfMy1twebozq1RYMte62mxuW3vDDZ8jL0byLnPE1L5e5yn3e36FcGggdbsIYmhRfmXaKPWE3bPTTQvw
http://www.businessinsider.com/emerging-market-equity-debt-funds-see-outflows-2013-5

And this chart is probably related to the previous one: Emerging market currencies are heading lower…
XgILXXE7bEhWcZWcV724IeHaPrQTWqH5LCR0KUQT68WWHFNpu38P_Vf2tFRm2VQKMqUkZK2vnuMPqI9YFFJrVWWjlA21UEwqUJmKfM-kRYggQw8HOHkorHrMEg
http://www.businessinsider.com/the-end-of-the-bull-market-in-emerging-markets-2013-5

Cool chart showing the world’s greenhouse gasses by source and sector
IuuwEiBTadtBy7OV9wn7kH2lD2U0zR11ka6uGralRffeoh-JdRdPxS50M2kQomOOpac9TIRiMgcNIch9uJFIzA3F_W4A25rJy3ZUVywaUoUc9Lw5S_pDfzew1g
http://www.washingtonpost.com/blogs/wonkblog/wp/2013/05/31/this-giant-chart-shows-where-all-our-greenhouse-gases-come-from/

And this week’s scheduled: looks like an important week….
http://www.calculatedriskblog.com/2013/06/schedule-for-week-of-june-2nd.html
http://blogs.ft.com/beyond-brics/2013/06/02/the-week-ahead-3-june-7-june/

 

A complete overview of all previous editions of Best of the Web can be found herehttp://tinyurl.com/c8ge4c5. All links provided are collected from public websites, unless otherwise specified. I have not checked the data or information for accuracy used, and therefore do not guarantee that all data provided will be 100% correct. The links provided do not necessarily reflect my personal opinion and should be seen as general interest: oftentimes I do not agree with arguments presented, but nevertheless think it is worthwhile to read them. It is up to the reader to make up their own mind. Suggestions or discussions are more than welcome. Do not quote unless specifically cleared beforehand!

 

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