Best of the Web: 14-02-04, nr 929

Good morning. And so the Yellen era begins? Extensive research has shown that it will be bad for stocks… 😉
https://lukasdaalder.com/2013/12/22/best-of-the-web-in-2013/

Ok, Emerging Markets are one thing, but the US manufacturing industry suddenly dropping….
ILU17x3RSaLeDVfgb1-kos2O4tlAdALquHFVzCmzLxhyZt2SnA3PtLQdYyAh3keLXBXQaRz9rQRd03lCyJMxpW9TZahMZjKUDEqY4RkJBao66SKVS3oy2Gphpg
http://www.bespokeinvest.com/thinkbig/2014/2/3/ism-manufacturing-report-ruins-the-week-early.html

This issue has been discussed at length already, but the chart is a nice summary: jobless recovery (US), versus jobs without a recovery (UK)…
WxCY3aMag-JdYupxNdixpvTIKVg_18XvYy-QukGTLEqCrCa2wWMx3WcyE0Q6g67_ZogWlpyn6bBJiN1fEco9CS-tEvk9d7SLJKUN7oANbG-z02kvMwSrussdIA
http://www.economist.com/blogs/freeexchange/2014/02/labour-markets

An EU report into corruption in the EU. Apparently, it is bad… (via +ivo geijsen)
i0gh88JV3B2tOI5O6beR0YhdTpJmzOdynsWzhsu9n1-b9Xo5Drzh_GNzsH_HPxdFEWQO0_txHunEak4JFBVE4e2bvui6SpsAUYE3sD0ZOuZTVtlIsNl8CP2t4g
http://www.bbc.co.uk/news/world-europe-26014387

10 charts on global population in 2050 (via @MPNAdeBoer en @went1955)
3kJGoh-LCQ_T9UfcsnlOvnBjxk6WEZRthm1V-qucJ59MsqKuPDBZT2KyakHonpx5VDVBERa5gI5VWa17tuAappPloFJAvJcXTN9oTdTHl8riE-37S2ToBPkNRA
http://www.pewresearch.org/fact-tank/2014/02/03/10-projections-for-the-global-population-in-2050/

Article IV consultation by the IMF on Canada. “A challenging transition”
R8p3kAD9-ESJsljALZOrOj62DfG4pXZ5ByhAbeUIK5-ZBUizrvqSpjdhICmh9QixxBoj1Pf_XKz7niaWMSdUsncVUgOlIcGQKAx4OwJ8td1ofDDnj2M3hK00Xw
http://www.imf.org/external/pubs/ft/scr/2014/cr1427.pdf

Emerging Markets currencies, but then on a 1 year perspective
HuCUoT055Ltd1R3BE8mThXc1Q1aRxYs-UoIyNmoyGSZ8lJoQCOUjbpdl8jfbdE54ebxNCYfUxveoZvZWtO8ZukGKDVjz5wOXguB7ZdkTpN9Ii2nutJ_QDONyxg
http://www.businessinsider.com/emerging-market-currency-y-o-y-chart-2014-2

Who’s afraid of Chinese shadow banking…?
yVif8cRHepuUZtQcBrt6wT8VFNbR9qevCH_IHZh0LxPaTkpppMR2UjUs6uxX7NjtoPknThxVsN77EXsUtGYHIhCTBa1kNRKEDyl8eMiNadaamI25a_7Qa-5FjQ
http://ftalphaville.ft.com/2014/02/03/1759962/in-defence-of-chinas-shadow-banks/

 

Nice one. If only I can figure out the underlying sequence here…
Jeg1UK2RNQUUSCgFqk9993JVANrGasYzmstG9cMdMkTsSrhBw6g5i1ncv_lzo7yeuMN4f_Hxv-LyL-sG4lMc2OOy6y-B6AQSNOktSwGNWMnHxt-VNbSE0xoHwA
http://www.businessinsider.com/us-investors-commodities-quilt-2014-2

 

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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