Best in Economics this week: October 31

The shortest way to show the outcome of the Euro stress banking test sAW3dt123FacWzd4WVRSWsx9-xEISlQjIkvKxxuAm6VV_3Y7b86oeHmYc5jkuMITFPmOMWGxfm9oFeG38V6m8lRcl4JG4jqSWlJGQXKypbRX0RtB6l4EeSaa8nMqhJvOKA

http://www.zerohedge.com/news/2014-10-27/errors-found-ecbs-confidence-boosting-stress-test

Some thoughts on the stress test and European banks.

iwY4zMQQtUu07QHncyhSiYiqyfsxLYUV6hpN3H6v6Id2nayezlSKQUIU6sOSiQrNyVMMu_UqGLz0FnGbJpDch8qzCsvW44rQOsxTFameHReLAKjynXSXA7IdQRxZ2-uDJg

http://www.ft.com/intl/cms/s/0/cb939e1a-5dc7-11e4-897f-00144feabdc0.html

For all yea investment managers: keeping volatility constant (paywall)

ZuDe1X5YxTSNnBotwGRk4kipnIaP--jxwemE1W8kFTKOkVV_TuGDyJWyA6TWmPfHxn7tOOU75ow7t8XukQf5Mkgi4hRL4j7eEoyBhS1-39Zny4Ig3wZifexRGpkAF9qgUw

http://www.economist.com/news/finance-and-economics/21629565-new-strategy-reduces-pension-funds-risks-it-has-cost-eliminate

On the disappointing performance of bonds…

screenshot 2014 10 27 08 29 34

http://www.businessinsider.com/us-real-returns-by-decade-2014-10

But let’s not forget this one either

max drawdown

http://www.businessinsider.com/most-important-risk-to-equity-investors-2014-10

The (negative) link between oil prices and high yield markets

0Kg-oDJRyqUsiHoDz-5y0WUyg7xo1GTE8SL2Bwq-5FHdiLSlzJtEIG7PrW4Vg6wJAm4s9FQdL42LFBbSS4sOlmEknUImHku8y2vTntBGXtBoKTIKbEN8b-QReanR8ToHNg

http://www.schwab.com/public/schwab/nn/articles/How-Are-High-Yield-Bonds-Hurt-by-Falling-Oil-Prices

Some interesting charts from the IIF on bank lending emerging markets. It does not sound like a bullish story…

UmLXt18gdFfRlW1RL90gpO1CJpUemyDQn_JaTxqIpRy6Oa8QIgs6SCs4HXjYAYpQD3HIJHyysXvxIZr9NbzD-xe8GeFFtIeVW2yTKlg8L9v_Pdr42WOgh8CpNIlefBQjvg

http://blogs.ft.com/beyond-brics/2014/10/30/iif-bank-lending-report-adds-to-gloom-over-emerging-markets/

A bit of history in bond volatility

Screenshot 2014-10-22 06.31.47

http://media.pimco.com/Documents/PIMCO_Viewpoint_Bassman_FinancialMarkets_October2014_GBL.pdf 

I could not let this one go by… Not so happy tidings on the eurozone screenshot 2014 10 28 06 18 30

http://www.economist.com/news/leaders/21627620-deflation-euro-zone-all-too-close-and-extremely-dangerous-worlds-biggest-economic

The seasonal pattern of US buybacks cotd buybacks volatility http://www.businessinsider.com/goldman-on-buybacks-and-market-volatility-2014-10

I like this one. Or maybe I don’t: I happened to be touring last week, as a pop musician… epTBzM8oQr3PfUd_EnGFCv7JFxlnV2O_iQcFSeLZsic8JFmCBEaDuL7MQP0PuoIMQDOIN1sCYaPuSovpmqkBJy78WMA9_oTwXgi7RPNbGPNpeX16NZ7RDbarJ_GMKURH9g

http://qz.com/288108/the-real-reason-pop-musicians-die-young/

Another beautiful chart from the Economist on the other impact of low oil prices… Screenshot 2014 10 26 14.12.31 www.businessinsider.com/here-are-the-big-winners-and-losers-of-low-oil-prices-2014-10

Nice data and information on debt and who has been buying it over the last 100 years or so PI_GuiOBVWHS1BiSMP2-RGIqmak49zIkXUiTRm5NMu_kzySQ5wumImHe6b5TleJ2V-aAolfcvgRoVcOdo5vBc-hmPLNK1F2hE0KLLFkfObiYAA6wmN8KN1lS9Jj-lKjEng

http://www.voxeu.org/article/advanced-economies-sovereign-debt-100-years-data

Keep on walking!

jlnBHyVjWVnBsYbrjLX7pzrUxdfHDsBKgGKgklNAZcfVmAk2L-qafciFuqwliDhOuhN0NGggapweMtVRLdEOrF7G2yk9tg998VQOviF-CPAL1PsxOnO79XtrqZ9L10ROTw

http://www.fastcompany.com/3025957/work-smart/what-happens-to-our-brains-when-we-exercise-and-how-it-makes-us-happier

“Sovereign-debt relief and its aftermath: The 1930s, the 1990s, the future?” Rr-iEOhKOMpIYwCUwYgVSBvoGFvIuX530G770eAOwPTQsLWgkrkIauzYoUIPlS0Lh8cpgfGvGQseUuJcT9m9X46dLk7Cx363x_GxylyH8exUvP6N7quEeONKPqOIAvXKZA

http://www.voxeu.org/article/sovereign-debt-relief-and-its-aftermath-1930s-1990s-future

And some cool photo’s from National Geographic to top it all off…

RBr3WEkczArwVRC2CI3cKLAL57hI1TJztWWbT7wxiPEhoqWUmt0KQRTq3SPVwW3tAo2o1nBQc5Yw64VWlFi9ChU45vyVAjiRN_e1aFC0ITYFua-G0DjxSWeQCkDPqZf13g http://www.bostonglobe.com/news/bigpicture/2014/10/24/the-national-geographic-photo-contest/nOkDxV2ZzAyalY3F6AWuNM/story.html

A complete overview of all previous editions of Best of the Web Weekly Economics can be found here http://bit.ly/16dkN6i. 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!

One thought on “Best in Economics this week: October 31

  1. Pingback: Best of the Web: 14-10-30, nr 1098 | Best of the Web

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