Best of the Web: 15-05-13, nr 1220

Good morning. I have posted on it before, but this is on the Atlanta Fed real time GDP tracking model

http://www.ritholtz.com/blog/2015/05/now-tracking-gdp/

A bit of a sanity check…
Book2 31116 image001
http://www.cepr.net/blogs/beat-the-press/niall-ferguson-displays-his-ignorance-of-economics

The limited use of extrapolating..
monetary policy
http://uk.businessinsider.com/global-central-bank-rate-cuts-2015-2015-5

A nice read on the determinants of the slowing investment in emerging markets
uM9FK_HbqSiCfyq3DY4TE7ObOViXmWs6h2KSYvhjvWlUBDf-hJGUSkbJLcMzPazNvJfSv3hBr8HIRHEpJv-u6STxiacBiCMMZu6x1EzoY3pqluzNQ3gQkX-83i1JxgLvdfBxFM4
http://www.voxeu.org/article/determinants-slowing-investment-emerging-markets

Bonds with negative yields go out of fashion
KSPg3wcatlyPj0kwSg0rGD5NBQvIxIh4mw2xqHXLn_BT8OF58rZ6JRQfvIqs37I-RD_EvKFOAcgF4ckDTwH_URxHTHXUqZyGH8FKFmN_FIn5YwfslW4lxITjIXnzNAfL_w2Oux4
http://ftalphaville.ft.com/2015/05/12/2129111/this-is-e1trn-less-nuts/

Another no-brainer-trade going wrong: oil just rallies despite more oil production…
xZPWmW9ya-7Qym5hdqG1y6KsTddhof8pdeqBNwkvLI1UEXRjxJ6ADj2FWOTzi1Fm7sUUCZX-osCnBicl8k8Q6MHBNO1SXCegyUYLhU-CZegHc9mu_8KQrtDSTx_bYRRfLjroNDw
http://ftalphaville.ft.com/2015/05/12/2129091/this-is-not-the-oil-rally-youre-looking-for/

“the case against high yield”
QIIt5XRZfjdZcAdFbLozmfOsek6A41x4TqzOB0Ki4F-nwX1U5zX3WU0C0IUps9z7zwvfvlpN5eTICGHQx8qnQ9nnOCZaiVkyWtkDYBBJ4YS2vj5cQ6WVaI6AZPyN1LB8AtYAeXY
http://econompicdata.blogspot.nl/2015/05/the-case-against-high-yield.html

Ah! The new US household debt numbers are out!
household debt
http://uk.businessinsider.com/ny-fed-q1-2015-household-debt-2015-5

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 Do not quote unless specifically cleared beforehand!

 

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