Best of the Web: 15-10-07, nr 1308

Good morning. There is still hope: the year isn’t finished yet…
http://uk.businessinsider.com/annual-returns-and-intra-year-declines-us-not-so-bad-now-2015-10

“Deutsche Bank Asks if the Corporate Default Cycle Has Started”
w_tYk6BErIpIUZ3aG8VJn_wAYnOBbo_f7jqymckC7VrC3AZF6IxAcPxbTwvc6Pm4QeYDOOdFXU5b-mwc6VXbULHvl_oohMXM6dDu1wB8T_pbwR6yPSUkhw5OgU5uoMstQYyuOMrz
http://www.bloomberg.com/news/articles/2015-10-05/deutsche-bank-asks-if-the-corporate-default-cycle-has-started

And talking about defaults, how cool is this chart?
bWBqkJKyEQUmxuJyyyXNfGAXZy5IhlHNLwquvIqcRB628M4_u62n2Dyd5jJrdVr28ovbr-AMsu3xkK86FeGwKiA8BXvaYNJzXVLgwll6UbKtBXUWTDsKOkfcJHlk52xF2OZ81srQ
http://www.ecb.europa.eu/press/key/date/2015/html/sp151001_praet_asset_management_conference_slides.en.pdf

And talking about cool (spot the sequence!): liquidity in the 1880s!
MCVfEu2TjRPiD6k1rXqBXG0rTTgC41h0jTsz7RvNdG5M_XaaPNd6MC9cbZ20E80hMIBkgCqgqCpmR0Y0BUuXNaOwGg5mg_HqOZ5I9BO5lQnMs6kb5gvbe5d_WzswLWeEDHMM3Shi
http://www.bankofengland.co.uk/research/Documents/workingpapers/2015/swp555.pdf

Interesting variation on the normal theme
ib9PtNPB7k8GdmZKBOLvye8eYhjPskl_V5Uo4lHQ5p0I2oetKaQz_Mtg2eXPagCiN8LZd_BESkL4UNRSt4RtbLeNU1IazOHrjojrSNCWwshX6eeKFJcPOcQcVN-8e7q-CbqjD3P4
http://www.ritholtz.com/blog/2015/10/investor-sentiment-and-the-business-cycle/

Robo advisors are marketing the wrong group…
OqAUTPph75VGvaG1IF15fDYLNww8_m8185LRiEBcj6tBqfSdfG-b3wUfIG4WD-9dJkniwN4BaurPzrX4_YHC-ZfyeWzUvk9ENj1X08ywMy2vs3tPhMqyymGO94vFp1rkw5VxokeH
http://uk.businessinsider.com/roboadvisors-fintech-need-to-fix-millenial-problem-2015-10

Record highs
f1Lw9RENpi4nDPaJxVvJeIBid87i7ZegNaQley4lb6-jSuHIZ8vi8lBoCzjtSmkL6UTQDHMs_cxKCmJXjBs9WZ1Inv4Z0lsolvlI0FazAxb-xF4zoF7Ga3tkQshWw7AWjtYldLA8
http://libertystreeteconomics.newyorkfed.org/2015/10/has-us-corporate-bond-market-liquidity-deteriorated.html#.VhPpOROqqkp

I can tell you it is not that easy to make a chart like this: is a 10% correction equal to two 5% corrections?
pWu6O9lipIM1tqfasDKGa_duGrTQwN8116COp1hSgZWR4cROOI_rGMeyvCxsE3n-ctecZm30SijmG6IYRVGOBdL1t_5oyU7xUpgzZgnaRqKTUG_XR1wmhbCGdSuPBbd2jyxjy74w
http://uk.businessinsider.com/stock-market-5-pullbacks-2015-10

Well, at least the real wages are going up. Whether it is a sign of tight labor markets, I wonder…
tUkMxy5GfIF9lxypKlnGlMzxcwZZt-4nIs1E0VW77s00SEm8wjBYan9nBo272IwHZTYIHGfZ03aRim-W7jk5lJLDTReY1wqrJj3ssXWWYJYhUaUTLU8WMqKfAoAuwiY0QNKFeEmU
http://www.businessinsider.com/real-wages-are-rising-2015-10

Cool (in both ways) inflation heat map
eudhFDz2Bf8d947wh1-RaDKnSl39MP5ExDlvRPZ2b1K2rnd1TcmqLXETquFTq3kZuVsYB5isQaa9NDSu2H8gJ3Hf2m2mgM72SZs6CHzXZu9CENLZaPZvLiyM8UGDyfl_DxR_DkKP
http://ftalphaville.ft.com/2015/10/06/2141625/for-the-world-is-cold-and-less-full-of-inflation/

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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