Best in Economics this week: September 4

Scattered around the world…

X_7alKG2tbGmrF8RWT2vQL6dqcG_sur2918cdxiGCoeOFDgL9Y14WupyPIhVEaeuNxNR78TjQi7bljsUCzE2vbpAtHcLzco5feOIW-t9Jkk6rHDtxGHY4W9XJB25vTRDKjYXvgJg
http://www.washingtonpost.com/news/wonkblog/wp/2015/09/03/how-so-many-of-the-worlds-people-live-in-so-little-of-its-space/

Woh! So Ebay exists 20 years already??

mnBr-ufAw8di4dL2CorZzMd_trsWLawgCPYZBJW_uBhs4f1iZSgc0V-YHu7znfjFBPtX8oJtD4jnVaE_cjr40tn7ru6SxawIGkehCKLi7uMkHLbFeanNmxRBvMkYG8cEm7gHa9Ir

http://www.economist.com/blogs/graphicdetail/2015/09/daily-chart-1

No recession in sight in the US

4e-9kUHFQIe5YWpTvQuIiqL_YDS3DtMluWUIQqy8VJLTA7QIAFBshHJ6e8cJaqlVxepLOj0Dqar1cJQSL_CZxeNMjNx4RZP9t6Ay1Cc25PcmpT_lK3qbHrlCt0NVdVoBXf5PNbYu

http://uk.businessinsider.com/bank-of-america-us-interest-rate-jump-in-september-is-back-on-2015-8

From the FT: “Oil surges 25% in three trading sessions”

K14qjtOUSKaXMpKE9-HW6_sxXoFp69qgzTij60xtN7_HbxvB6X7KjW-dXuw9Plsqnem6YH6ciUmg4uNc-N3CjolNBhMQXXdyzc3ICbZivFE2aCmbSfdkQOBqdC6ODByeqFqkhufS

http://www.ft.com/intl/cms/s/0/0a6b9a80-5001-11e5-b029-b9d50a74fd14.html

According to this research, we should be invested in cash right now

SyUj0AEAir5VK3BiXxGaP7Ual2hRfkEQooUHg0JVf3kLTpDCd1lK7kq8K1ykDImWj-DA2GpfXmDFZ2RRgTB-d2ZdKSGRISrYViTn56sTCOryRklsV8KEawXYtHF3G9MgqCzj4ivu

http://www.bloomberg.com/news/articles/2015-09-01/the-most-downloaded-ssrn-paper-ever-is-all-about-market-timing

Then again….

9sGM3PFIRTtF4ncqJ_EV90BG22qxwoSH2hQEM5oAggsuzEJZ0wGZmvfiLbpTLhQ9McJYUwoYV6VVyw7Y9-O1GZAGyDweAAg3lWhfEELeu_NTtcfqScn3BQFMfuGfdbo-rXF_X_Mi

http://uk.businessinsider.com/deutsche-banks-jim-reid-sums-up-everything-thats-terrifying-about-the-markets-2015-9

ETF’s had a rough time, last week…

W-QUD9B3JRZ1rehTWYLCVZHwiT287tmfiulVvDs8O_y5QzoeqcR6xxPjgKKynGh3_ga5YMYwyKqWX_mbJS21Q5t_2w7iuZZnT5DjMN-TTAcKHg674QZpcevdCFU95lHXAKTLEd-u

http://www.wsj.com/articles/stock-market-tumult-exposes-flaws-in-modern-markets-1440547138

http://finance.yahoo.com/news/how-etf-investors-messed-up-during-this-week-s-market-scramble-154320620.html

Some perspective on the development of industrial production

eMzjJ-LUWxmAFfQvCxssWvFEZ6pnkpfnXWruFZe5_bDZUqnupltNll8ZXNxMH3tJrTlBZghSpxS360iY_ucvHrW-cFukJPbK8YfMB3dzJShAltZqSTfQzihZlPlC-6oLdF6Ec_13

http://andolfatto.blogspot.nl/2015/09/on-chinese-fiscal-stimulus-memory-hole.html

But then again: how trustworthy are those Chinese numbers to begin with?

8hph3Kk1V32IX_6CCPIAWSAo7lVuKclHi_irQSOKCbxn9aGpc3bWK4ATDvJYQQhdRqAc_uN7wj70zCuZNpVMT2I4VLp4PDxsQkDdL9MgpB-Kjyh8uD6XpHMvW3IMPQplYHYZsPE

http://www.bloombergview.com/articles/2015-09-01/ritholtz-s-reads-beware-stories-of-the-death-cross

Some scenarios for the next ten years to come…

GZywk5rYauE_3HPIZw5G0sFHuIQRuBv2ietJwkN-UXBZQKMW_M2wfE8sumfXAGdR0cBurORFDCNzH56eKLRfbLfH1AygZsGhoaKXUZfNJyUcgI8x4uE1vvEIGmLBcjL5mHh1EKDf

http://www.mckinsey.com/insights/strategy/shifting_tides_global_economic_scenarios_for_2015_25

Growth meets… eh… misses stock market returns
BaK0Lqb2xZhmySeNXjfXf_7AFRdsZc32Lc-r4KR_XBpcbvu7oanV5ZkBmx5g-fDNiFFrf31yigyRF_erbeBtpDVWz-wOefyKrsDBWeU21emOFhoX8-vEQ01aPUKGr_-7vb0CdphT
http://www.businessinsider.com/china-stock-market-and-economy-have-had-no-correlation-2015-9

Cool chart. The red bits are the bear markets. They do not look all that impressive, but that is thanks to the three big bull runs stretching the axes

FEmOpRdpuT4LtzOD1gw4LFVOc8IafEmGE9raGjC3w1p2vsqhUbtCB7Cxewb8Efd7xUarlsxZ8IfM8xwNigcwdlND3gkVLyfHztlN-DmiO7vbe_mx0mTbSO0ed4Z1K-t9USnlzfNZ

http://www.ritholtz.com/blog/2015/09/long-term-market-recoveries/

In the past, technology has created more jobs than destroyed. Not much of a surprise, I would say

0HNNw2_9sPPfaUt4XruZMnBEPUCjphtI9cYxNwPccl5LxqkvgGVvV6g2ERZ8VrxoQIwuXX9S4S1QdYi9QZYIwzt83NE65PRsV0BfSMJv3IEELh4LG209M_vz9PTkBpNX6UizcnOR

http://www.theguardian.com/business/2015/aug/17/technology-created-more-jobs-than-destroyed-140-years-data-census

Interesting chart: the difference a month can make…

g4R4Ao1iJaFKsIrlRD-YwKHD1vh2GI3O3bQ0WMigJrpnXtnbBaItJ-KQVyKltUS2fQO58Bz0fQjjQEQ8H3ASjRlloKO3II5cdNVBxoeCHvq9TAv7oAS_o_9UQk1N5cHnRdYSPtr1

http://www.bloombergview.com/articles/2015-09-02/ritholtz-s-reads-maybe-it-s-time-to-be-in-cash

Oops, there goes the Netherlands….

w3AfnKZM3vrmXsanqsTSVE_Yn378hCOw1s3VAb7AHO7srn7sn5Oy-yPthH6-L9dv7vjDcvDhBPpa9S48SXL12x7YNiC94RDYZTHn54ERoxezSnUvCWGgSnMJU4fDeksIi08xUXg

http://uk.businessinsider.com/changes-earth-ice-melted-glacier-animated-map-2015-8

M&A not heading for a record in 2015 after all?

xNU1P4O7rDTTUUY1gHYUqV4Rztoeh7_tP9pl5hBwEcA6JJxtLo-pyPds8kE93SvI8d3JL7JU23ydlfEX10r6IE1k7KxWBRs6OOLoT7yX4LOYJq5T5KehCnM8DiApTaqcnlBfHc88

http://uneasymoney.com/2015/09/01/more-economic-prejudice-and-high-minded-sloganeering/

A bit of reading on inflation targeting…

xIPjm_e8GWIvoaY3ReDnJODDgjg9eZC2Rn7NR9Lwg3f5MSPUK_zkCk9ThjrQR93Ke-eLzQyyq2TSX-Yqz4TbgSxOLnJ7lSGLtQHMp_eicu3PS-7HS3a4HT40nkKbKW-taFcD0rZZ

https://www.richmondfed.org/-/media/richmondfedorg/publications/research/economic_brief/2015/pdf/eb_15-09.pdf

The ECB on the impact of aging on medium term growth
Ej244qhAH0jRCT90fdgtLuTkRM7BmFsIdQLH7g5UijRe1K_Q7m3ls2h8fpxx9nnITcPc2Mebq94ge8gO24kxx5oZwMa9TrfXXusKISmuXrGh5Y96W9ODcuolQ9QJ3Tdk2Rs8mXgg
http://www.ecb.europa.eu/pub/pdf/scpops/ecbop165.en.pdf

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: September 4

  1. Pingback: Best of the Web: 15-09-08, nr 1287 | Best of the Web

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