Best in Economics this week: November 20

Have you finally made it to the Fed, is no one listening to you…

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http://www.ritholtz.com/blog/2015/11/not-all-fed-speak-is-equal/

Distressed levels in High Yield
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https://www.bondvigilantes.com/blog/2015/11/18/beware-of-the-pitfalls-in-us-high-yield-retailers/

An animated version of the rise by death of ISIS (and affiliates)

m7a8Vw76GZYw4joaDcg4Qk0HpoCsFWWfAW8WivVU9FPOqkjQA4dhkgRUJh2TpM5oYcqgYxnURDXOtbKEOXzShppGPHqh5eP-tlpmbQGa1SLkvg8njuCMW6qWJN3IPfyhnz_mLfTq

http://www.ritholtz.com/blog/2015/11/a-year-of-islamic-state-terror/

An interesting speech by the Chief Economist of the Bank of England on the future of jobs and wages
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http://www.bankofengland.co.uk/publications/Documents/speeches/2015/speech864.pdf

Well, share buybacks will only get you so far…
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http://uk.businessinsider.com/contribution-buybacks-eps-growth-2015-11

Stock buybacks and how they have been funded
RBfbvoCcjyhUlINBRRvg2q76y4kpmayV2XNlwnDnSp4WLZKbRtnMGArMT9wiX-oxT8rSTiU6WwljB1ldprEBiIWWHZtTU8LLLL5Ein7kkhrTIGaqlnIAbKEU4fbu93mPQJio0JJ8
http://uk.businessinsider.com/how-companies-fund-share-buybacks-2015-11

Emerging Market Debt. Some feedback.

_D9YfAQtGL5duhMaqCfs0ElwFAErboM-wrd0l0YFZcQCkHTuLsSFKi8z-u7XRp4pLvg778-tHEj3RZ7_AyZPBAcC-vgUp35p4sPptU4_s2ufMqP4xp6gtdDFHw2BW726ELMet7hW

http://www.businessinsider.com/ubs-research-emerging-market-impact-from-corporate-debt-overhang-2015-11

Very cool chart showing the growth breakdown for 2016
GXVFBj3SvcDulNK_Z-8UMz4y7L09BN3753vrrWhMpFI3f-3kIDjUI5ntjquCXD8tj19zuIrtCSUwGxRgWwD7uneaAcC90OnJG9VucCh52wxcQJzx5ncYhldsBRW4CAdugsGxLiT-
http://uk.businessinsider.com/goldman-top-ten-themes-for-2016-2015-11

You can disagree with the view, but the way it is presented is pretty clear

DKH07LjPe0AoNRvI5B6mkKniWHRO1vPK23yoC_mgxKMckar9GDmwQJsRSZvlhhj29D6CMmTfGipiNioWSCNdT6iXwr-4h2o9dxmWN6GRy00BPY6_Ct2Td1c6zG0A2stnU1lmyIoH

http://uk.businessinsider.com/barclays-2016-stock-market-outlook-2015-11

China is the new Japan (which means that the US will stay the biggest economy for a lot longer)

GF8dLKgn3cGS2s-ggbx0eTJwnJbt2RxL1RCKsBlc-tEOX1Kwb81VIoKcOJ7_qLtjVdGw0rmC4njP7EgX1CpbBxKxglP387ZjxGRhH84r8o62jQoquPwdHYyz4Hnb0HoAL3q6YIim

http://blogs.ft.com/gavyndavies/2015/11/16/is-china-the-new-japan/

What is the most crowded trade right now?

HkwwVOwE_jmeTJ2rK2liadxMzz8KZ5ALsiKrBRHjmkREg5bomOEdNUmNTQoVbpSGQ3ieRVaXUxipPnd0HGvqgiyMCFyR6wHW7ksSWJAZsDdeJOcKyyNpZVgJz4rz2oMvQivQF6Nh

http://ftalphaville.ft.com/2015/11/17/2145295/if-you-can-be-short-dollar-when-all-men-doubt-you/

Martin Wolf hits the same old theme again
ZkUx59lFwEkv07lP1Q8smuTSFs804necDOB4265QSuZWj6iOel8AXIuATMkaE0GjicRvscROsxn511Hah6PGNxRJwJh5CzQPnxxGoBJsm3SJksgCtXLi0U6FnRyVnZvQoeh7L16p
http://www.ft.com/intl/cms/s/0/b2df748e-8a3f-11e5-90de-f44762bf9896.html

The impact of Amazon

02yF_bzpHI_-TgyhdTrBzbcxlAmHgrrs_itG1-Qr-Ykcotk3aWfGzKObWvw2qugtmh4fo9yx7vqjDqH5GuIkPHWqVkT4AhAlgVriqhS_w5Xbg2EPKSbcJvT3HjMN1nyK_0VMzHA_

https://www.bespokepremium.com/think-big-blog/amazon-com-amzn-propping-up-the-consumer-sector-like-none-other/

It has been a difficult year to make money in currencies (from a US perspective)

1jPqXFvpNDu-NYiygl7sam9gQDwrUUb8EiBXGJijB0PxrajOHwOVLaeOrvMnEVkt728HpQcKHoyiGywu5-Dk9aloD2CXqov8n_hur89LSHNpANZsz3ABIYugl8_eECXAkroxq9Q1

https://www.bespokepremium.com/think-big-blog/interest-ing-em-currencies/

Blackrock’s take on the price of climate change
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http://www.ritholtz.com/blog/2015/11/blackrock-the-cost-of-climate-change/

Right. Equilibrium real interest rates. Good luck with that.

ofQNb73MnMif3XCulcdr9PlvoC2wkxclBqHbAXQhyLil6xA6xnhHHD-HhVYtOfeiN41V_ZlUVQsyCkHoWQ3Rtz0XKWjykDfh95uULyoIaP1d1UGyukuMiB9y--eQz8jF7x9hD3QD

http://www.voxeu.org/article/estimating-equilibrium-real-interest-rate

Here is someone making the case that the growth slowdown is not a measurement thingie after all
bw-RUbVipZy7MbPMCXyjAHc-_BAZdPCact1_tlC75VnYyVHxOkBngCciQX3lzwskTP4kDuGmAFipgcQDMuKsJWDZ60d_GCqR6YOnxjj4oxU1mUvuFJ5my7iL2bsb_WSD10O41JkO
http://www.iie.com/publications/papers/fernald20151116ppt.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: November 20

  1. Pingback: Best of the Web: 15-11-24, nr 1339 | Best of the Web

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