Best in Economics this week: September 25

Oh no! The pope is coming to the US!!!

L1mq1SivM5gyyprWdDlLeqDSbFMWhSQppOx-4WxFfxdyb5X-EbN5uifxzl7RQP8ggrd_atm6fOUGdpSfaCAcJZRnG1oEIvM4gQQVIUT748zfcIfPzEmcxckCL5hSSCCcbA=s1600
http://uk.businessinsider.com/sp-500-and-the-pope-2015-9

An IMF study on loans in Europe: “A Strategy for Resolving Europe’s Problem Loans”

pSttCac5BEd43ESvEliZMPPpvCSBoRbOheVcbPRIsAKoKp7MlUPGt4soFcWtbfWOOCfk5-a1yIQECA8xZtHeeD0ihUdhtLh-v_GrR-x9T22traP4tqT68fqhwzSovuNM=s1600

http://www.imf.org/external/pubs/ft/sdn/2015/sdn1519.pdf

Low growth, but still leveraging up…

kwXxlb7pt6-zZjue-vH32XgvVR-BMA8AB84Gn1X7S-NTV8JSPPjVokLbumcfEKwDqfywzRr93eAuaQeJWbfN1qzAVfYdlAIaYRwooIXLHyBL7xi2TUGJ2RT2Tjk181POdQ=s1600

http://ftalphaville.ft.com/2015/09/24/2140722/global-credit-limits-and-confusing-china-correlations-charted/

A bit of history: a 367 year old Dutch bond that is still paying interest!
6xNulyUH4eBKzyr2xjnlj5o4Hacq85IR7tSQ4dmK-xuHIK8u-TqPqMJ-WdyqLJIYmo0VK2wrLfvh1YVEeW7FWW-znaTvxyVMDXHaT-MJoI9LxKGCAHvefS3xPdES72N9=s1600
http://news.yale.edu/2015/09/22/living-artifact-dutch-golden-age-yale-s-367-year-old-water-bond-still-pays-interest

Always interesting, although we have seen these charts more often
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http://uk.businessinsider.com/historical-view-of-global-gdp-shares-2015-9

Ok: the trend is clear
GHlQyUFXGCqwwM0VmQNANKqX-3BNkUteEfxeFj3a-5soQo8iwCj54-qxeOryB-oq9-F1jprrj_M8H_Gy_kuXdcq3lf4i27re5Cy8AjruFRrZWCyZVxnC9kkdV3YTtC89=s1600
http://uk.businessinsider.com/morgan-stanley-piketty-is-history-2015-9

Interesting table. There is a clear ‘small country’ bias though

x3DLj9C9mBVsBaw9zmyjS2zDvgikJlzbFlr67WpkTg6A8_TwXo9MweZ3e6r_MWd8chFlfl2SpVyVqmAUPjENfZN4G1CWwuPNppUBWpHlpWR8cbJVsnfgRL-K2rtdmDY-Ccc=s1600

http://www.ritholtz.com/blog/2015/09/the-robin-hood-index/

An IMF study on loans in Europe: “A Strategy for Resolving Europe’s Problem Loans”

pSttCac5BEd43ESvEliZMPPpvCSBoRbOheVcbPRIsAKoKp7MlUPGt4soFcWtbfWOOCfk5-a1yIQECA8xZtHeeD0ihUdhtLh-v_GrR-x9T22traP4tqT68fqhwzSovuNM=s1600

http://www.imf.org/external/pubs/ft/sdn/2015/sdn1519.pdf

Low growth, but still leveraging up…

kwXxlb7pt6-zZjue-vH32XgvVR-BMA8AB84Gn1X7S-NTV8JSPPjVokLbumcfEKwDqfywzRr93eAuaQeJWbfN1qzAVfYdlAIaYRwooIXLHyBL7xi2TUGJ2RT2Tjk181POdQ=s1600

http://ftalphaville.ft.com/2015/09/24/2140722/global-credit-limits-and-confusing-china-correlations-charted/

Financial stability report from the IMF

Br7uUucHi_u77H1kQX5vVxqLCsL3Be4XfHzvCnY8_p5tSIXPRddI3wdRIXFPwmYJJqQHC9-lvXA0ZJO-RhqP_IrnoM97UVYxOFWb-Lx4V93K3bh4CcMf_220TnYGgIzZOFg=s1600

http://www.imf.org/external/np/pp/eng/2015/082815a.pdf

Talk about a big trend: when will it reverse (if ever)

B0IJVE8Nc-SjLtn8MdaDVfmfkUpgP9d5pI_gYgHfLN2JmGEqgHoac_wfBig19XpMlc3yDH5XOy_EcvLVvmlxDDvpoR41vXoW2rYV0hG22cLEL3wEHDzbd30zsZZDUSbZf-Y=s1600

http://uk.businessinsider.com/hsbcs-technical-us-stock-market-top-2015-9

Cool chart on were all the S&P500 companies come from

G78RZzeY18D2XzJWdCSQyw84J3FxqaN_0G8iT0LwTWLMMPT_tJzC-ZGO3ZmpYoE34k_VLIqv93IJsbiSo_duIRq8rs9OozqhsZIdyiB7D40jDVN88bLRq2Oms_KNABaapA=s1600

http://www.ritholtz.com/blog/2015/09/where-the-fortune-500-companies-are-located/

Janet is explaining why the inflation is as low as it is…

BhCzaiVyTcGKhfh4CDwZ0huPzquUu1HOj6CYUa0JHKqefqGy0YtKHRRbqL7tOzvP0xL5fV6qaYMiiap7aLjVXjixRSn7WkHp3xcH0ruqjcc1MMH0u-rxpRNe2RymAvHk=s1600

http://uk.businessinsider.com/janet-yellen-umass-speech-charts-2015-9

High speed trading is on the rise in the Treasury market…

ZVrhs6bHMxvFjhRwLSwQ7MIFYwFeMyqgOcGeMAfMQsMsIZ5239gijg4WsRkYAq8CSBnIqfbEn623yiGoXOgspkuGg7javMPkWPayfiIOtrKhZqfZ1s1E0G9COraIFb-l4w=s1600

http://www.wsj.com/articles/the-new-bond-market-the-u-s-treasury-struggles-to-keep-up-1443027850

Asians on… Asians. Especially the Chinese are not too forthcoming with compliments…
RXMKS_t0nmMnjZ3lBfW3826QnqRVqGw_dkGZqbV7aHzOpa9F97Unh3irJw_MaETFxgs-vN3HuhKxYTiwgBav5xkLBK8TZ3IkGaX_icQ9wmVmthnStscXHMAd_krGwL8Kqg=s1600
http://www.economist.com/blogs/graphicdetail/2015/09/daily-chart-14

Beautiful interactive chart on the refugees

lUvhN68j_UWn6mXNIppf0o7HrilunUX83itaDTk9d60NZkHw2Pg70A9zayTwC73rh7PMG3jHkvw7h5Id1HI4RvZo3sHv6StXNdiM-i6lDIx_yoyvkDnKpLsly_gHuSk-Tg=s1600

http://www.economist.com/blogs/graphicdetail/2015/09/daily-chart-16

And here is another one: European immigrants in international context

vdMjZhPNBl7BYJ9GVkdoPP7bCitMz4CuLInlqS2G1cdN2gPpt41M32i3g37AGEZX5B1Ew96ATqcF-MPCVpP-ObPpMuLLxrF_Il5ZqUbg-ibMGlm2DEXJWU_Q4FoOWRHw7g=s1600

http://www.ritholtz.com/blog/2015/09/does-europe-take-in-enough-migrants/

The changing relationship between China and the US plotted over time

mBeXmCE0tMYL3cGSXxVwH_BrR5IqPq_Q8NRFA6cHt2sP0XPHMkqUSEDnuqNeFoVVdjUNOUU3W2a1rNunbbiahGNID6jWNBxUU_u3BGFhDK6MHQAMJzawzrebVnRy1kD6=s1600

http://qz.com/506469/the-evolving-relationship-between-the-us-and-china-charted/

The zero risk bias. Somehow I get the feeling it does not apply to me…

3IIMWg9cq7MOUwnMRz45ySk_as7ZYkDKk5WrVfkhSs6k8o99Q3_lMsVW9JXvlrljqO4ZscNsMVsvdWKhivLosslns-POyJTCVSzCyxOJRdenYkbkiGOA9WtNjGldnRwj_A=s1600

http://www.ritholtz.com/blog/2015/09/20-cognitive-biases-that-screw-up-your-decisions/

A couple of neat charts on the Arctic (via @Bhoogezand)

cIY9UgiOeViPxE4a-4rMrwM2_t4LCJvo9HGPddJKBBccEb17NtCyF7Lis1cL5YVExaff-GscAyiXNhrDEjAloQ2tapFQtgXEZ3yXBrOBKiUqfV4FRW1eyF4u-rrMucpd=s1600

https://agenda.weforum.org/2015/09/6-charts-to-help-you-become-an-arctic-expert/

Liquidity – or the lack thereof – is a hot topic right now

M8903kuPSH9F2CCXwMRFLb3nz4EFKl1wJWW-kwAfDRbEabDpNxEHbeU_C3yzQolQVsCo-cVRpWVZgJPepRfzq952au8l_Y1KT2lKrAt-KiUr5JkkmyTDtlnYVZ9aKi6K4w=s1600

http://www.bloomberg.com/news/articles/2015-09-17/five-things-that-zirp-did-for-the-corporate-bond-market

Groundwater depletion. “California take note”

depletion of groundwater aquifers

http://www.vox.com/2015/9/14/9323379/saudi-arabia-squandered-its-groundwater-and-agriculture-collapsed

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!

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