Best in Economics this week: December 11

http://www.theatlantic.com/photo/2015/12/top-25-news-photos-of-2015/419184/

Central bank bond buying in the world
OsF8p3d7X2-SY22N_a_w5CTePwmAkjM8tDZFv0az3I-rC5-tL4LO2fJ5kexhtUa0uYQw7LnT3spI_0CVpwx_kzIRMBUG8piYvV2zDfq203rLzGtq_7_R5yLuuCsfmXLv4U0jM5VC

http://uk.businessinsider.com/jeff-gundlach-december-2015-presentation-2015-12

It is not growth, but net investments that are important
TzOo-RfB2x-hZqN-ljvVHsiseku06fIGnfOKFYpt670SX8LHac1IO873n4CUxe0ZU2KG6FJc6gFo6rEXq75S_BLgcUbvLuoNnTGMqnNDDT4ficaTFWyy2NF9uiD5u-BQvGUKtPWu
http://www.economist.com/blogs/freeexchange/2015/12/supplying-demand

The Fed has become more hawkish
M_ur3ya8xX1F9ThAYz5XDvHtsY_Yx1pZDyZlS843u9RIWf9lcd_FNlilv88qtOgl4tkQ96mBefzZInlBLkVU5hn504aBUGDpuf89QpcHwbjFCefDcuOMrWKUepSjCTTsfn5E3mHn
http://www.ritholtz.com/blog/2015/12/the-fed-turns-more-hawkish/

Nice chart, not sure whether this data is reliable though
foq1ClRmPKt1H-_cDi2aosAEEzD_aBgpxK5X2N-NH9xOuCTWJ04JMgQ0FsNbnP_5p6D4nTxCUyOQlwpCYcxZ2ZGC5lDNer4iEouBbO7o6MDh1pd8vwHa32Ip6tmNwTZE6pet2ArH
http://www.ritholtz.com/blog/2015/12/technologies-receiving-the-most-investment-from-vcs/

More signs of a recession in the making?
iB6pbGJouYOvr2Shctu57FzwVFNDn8AjkDr6Z5E4J2Ub15X5plr_-YSINhVYV8tdAQMqCNlNFCkIXffz57FqX9crt7d8b4RhUM6ZC6nUv9n21if6gcpWALMA3bMPIJUiBBRj9teq
http://uk.businessinsider.com/jp-morgan-76-chance-recession-probability-2015-12

Fed hikes in december = cut in early 2017, if history is anything to go by

qcRe4ztBqbZt4qVFbdr0xHCR7mQmg5skNdVNfKYVL7mRzKla07krJCreyzXv0GPKmBQViUtStty967T5i7bgSH1EB3zxZSJ3q2ntQP84Qrd7moNP0aF1qLdvV8IwFNgnTyyef4pn
http://uk.businessinsider.com/db-slok-the-central-bank-hall-of-shame-2015-12

This is pretty interesting, if correct: you are hardly compensated for the risk you take in the credit market…
U3fF6ggjdkrDYTaBi8bd05pZQYvHlWbra1_2hX6MSXJ1s9UvnAPQhq5FaV0hA-AGIgdjrpM-0P_1vNtZawhgWE9bR7-A7qMuQPU5ITqQIfOdr-Ys2MlVBHjE1tFOS6RRpuxZWdj_
http://econompicdata.blogspot.nl/2015/12/when-to-avoid-credit-risk-within-fixed.html

Rising debt. Everywhere. Or is that rising wealth?

8LyiPYZy9mggZp6F7wYNurMydlQ0EbDA3SxUVu0NQHxItSCml_EOVxmgDuER_EUNKB4a3sR5SbOQ__0130ZYS-qLUOa2tr-tqvy9ydN6Mezm-d-o_iFd2vZgKIugO2BeGp9hRMBT

http://ftalphaville.ft.com/2015/12/08/2147229/when-em-bond-issuance-finally-slowed-down/

Debt, debt, debt. I almost would like to go back to the time when everyone was talking about Piketty…
gCWgNfAGQc-2vx5segjIo4EzlXCC_FWAdlPjZ3jSIX1xWNehOmaVj763K-qnxGsqE7UqGu3qZkcZun62QdfUiA5AWPO7qYnBdyQT4HvJdgvwSjxRA9Jv5Rn6vdLHXIw9DMmwrMA9
http://ftalphaville.ft.com/2015/12/09/2147366/this-default-cycle-is-for-turning/

Okay, now it is getting boring: another one who is warning on the bond markets…
OU3iq00ffORapTI1o9fwphgsY4mTSowDgPhmUuni026sij0Jb8a6oBWFRQwGV__hdRHm36UBbumPnJw3QRy5pPrsFvy9e3Y69lvpfV23j9Z8vdVHce8wYATzbjxRK4ynezI1TLhy
http://uk.businessinsider.com/citigroups-credit-outlook-for-2016-2015-12

“The Appeal of Sustainable Investing”
4HxZBjJO1Ij2GfPcVm01gO5AnGl4C2A7_OAflBu202tsb-7VixjplTRuVcKpUx0D3O5XnYkI7YkyJ8uQ4ZFa1xdd7sHxuwnbWzaV8l1xFaFnjQrwAURuiPgh_KU_-RNvy-UHors_
http://news.morningstar.com/articlenet/article.aspx?id=731709

The US middle income group is losing out
Tqg_mU6molsTLs5-85DMTdUdTQH57RSaS_Jj4CWj0fFgdXkDP-Yy0yrBIIGaJFWgIjcVqAfYbqvaBGplcVX6uis0MctKeHjQ8aR5b_PZEqM1yRXzH209FNa7LzRw6j5MlLkTp3ue
http://www.nakedcapitalism.com/2015/12/demise-of-the-us-middle-class-now-official.html

Cool. An overview of the Spanish bond market since 1850
RJx-JvxwNm6e3TKEDgxHnmvYf6w3yPq9gQGBUFTEo4VbaT11E6Wyip5ciAvQh_BAV4i8CaiusdS1kknXKGcQ72SreCpMVu7dqkYVo7ubFi53y30ZF9Tcul7yH1cAVlDVHetvYZ4r
https://mpra.ub.uni-muenchen.de/68199/1/MPRA_paper_68199.pdf

“Should You Fear the ETF?” The graphic seems to suggest you should…

a5orsXOr9yz2a2KWoJQsLhEcbVcArXsJXbxL9bra3I-RJDoBr5VcQX86yuAgdibxidUcgn0NW15ejo8rIADGxOrEdmsPQSctANhj1HuXUL1Xg294gFFUMAXeru7iuxujB5Fi2FTL

http://www.wsj.com/articles/should-you-fear-the-etf-1449457201

The order of things

hp6-rvnG_UhGRQbg-D6JsLQIugQRREcGRBkIEBLLkJugAPmn2CzmanBsi4Me4_dG473a4yK1M3T7vbdf1Y81NNS0i13ROyXk8A44UIJNrMEa2V0PbcFVYz9J2ChiNIUEpA7naV94

http://xkcd.com/1613/

 

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: December 11

  1. Pingback: Best of the Web: 15-12-16, nr 1355 | Best of the Web

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