Best in Economics this week: February 5

Crazy bond returns in Switzerland, the extended version

screenshot 2016 02 03 06 14 50
http://ftalphaville.ft.com/2016/02/02/2152019/corporate-bond-yields-and-the-cold-pull-of-negativity/

Low yields do not help bonds, according to this bit from the Economist
QxTmnUFflkrrqx3LXJ7CgpefldgcM5m0oNdvivZX190Ac6kF6FJZ2Nm-5fzGH_bQAFLk4YcWln14EOcLncAredxJ8R6qBThi8Cqhrhr7XugaLceERWl6qLmVzeaYNSedlrRwFq3M
http://www.economist.com/news/finance-and-economics/21690104-low-bond-yields-dont-always-help-equity-returns-false-comfort

Blasphemy! “Even God Would Get Fired as an Active Investor”
QyBDVkMg-fWtyuDIb8ar_G3ipMjx_AeDSil8xieBv6ZKcTlE_ysTQNXYgoOwduOM6Ev0mck0ReH8flx1Syn3I96TYqNBzbdBnEIA2-N2xcpDi1JeQ5nv5XSxqqbE6C3rODh0pUpU
http://blog.alphaarchitect.com/2016/02/02/even-god-would-get-fired-as-an-active-investor/

The IMF is looking at the consequence of benchmarking on flows to Emerging Markets Debt
Rf2tGTds7gon0fygXQNUZsz7jnx95JCG-UY5MDdulDXQrUv5dn_RnV_Um_WeYvbsPFTwr0TgmDO8P5zvK9URiNWx-2rodWJZTup6fa6Af_nrkk2huOlOYckC15-DQT8ONpibaLXS
http://ritholtz.com/2016/02/emerging-market-portfolio-flows-the-role-of-benchmark-driven-investors/

Facebook beats China, easily
BD0daF71GZm_K78EKOJGVfZ4Pc1hDw_-9pjEX6aeFTJ0FMnQxiPngN14GcDuFPfvAXGvP0oiKriVb6j5o_6_fXZ31QS-eNAKz8JRRaXvAvp1eTgbG0CCmZGR9RL0lObL397WKgh0
http://uk.businessinsider.com/social-media-users-and-country-populations-2016-2

Hey! This is a variation on the other one (which I like better)
screenshot 2016 02 05 05 34 00
https://twitter.com/WorthWray/status/695101196311273473

…and as a reminder: this is the other one
lY8vA3EFhHezgAHrqYZ_nnLayKtyMRYCP4adSF6L67nFWGo6mr2UPMQwC5Jrq-zBjRAX4IIyu_W3OoUatRRqouu-anIIMd41S0DFudvFxsHfsbwdfD_bbBcAGQ
https://lukasdaalder.com/2013/12/22/best-of-the-web-in-2013/

Has the yield curve lost its ability to predict recessions?
NnAspn4y6cHh2E2Zae6PHytEYXYYYfOFGfZ85oUcfdyLovzdhKw7UhI8F0fXRHn8XsQsAc7YixIgu73FvbmVOdsOID45LRzh89Wa11_aiIaryy4G33Ejgd3xWIMe3sa9pLONqLep
http://www.bloomberg.com/news/articles/2016-02-01/has-the-most-reliable-u-s-recession-predictor-lost-its-value

Need to read this. “Economic Growth Isn’t Everything”
http://www.bloombergview.com/articles/2016-01-29/economic-growth-isn-t-everything

A nice bit of research from the Dutch Central Bank on illiquidity in bonds
eAKiYbJGk7gv_o0EV4JNC_yMnhOi0iWkv7cxXJDQ26ugQHDS6l2Pvf5A9Re2uTDVw_cDiGGGBMznJlVSV7ZBc-JQlG-XegvF5gTkljGB4sYvwl3DIFtK7TNNMUmwFPVJQEKdiR8J
http://www.dnb.nl/binaries/1600019_WEB_tcm46-337345.pdf?2016020417

A bit of reading on Brexit
3W-VBGGoo2NvFAg0ofMVjpz4K3bj5tjSKnBhAJTWGofX87uNB_N0C7u7ef_0dyy7s0RN_OnGCjLqhMfD7AWnbtus6PjaaDWS1fyfSek33DpyFE2oJTOuM4ySWgPerw3nmGHu8hl2
http://www.ingwb.com/media/1348279/the-shock-from-brexit-report-280116.pdf

“Only eight of the 23 subcomponents of US industrial production have contracted over the past 12 months. In a recession, you would expect nearly all of them to have done so.”
uNPmFeYPyW_AZ11OVg4eV-SJz17pjSesdY2nkhGnrlRB6ar7SyCoUZ-9e28E965YoHi56jW-6LEL88MqlFUBMwLTWZhDo7Bse8GT94u8mJQhxRM5f3s0ncI8wGL3IIzQ9bHLMX4s
http://uk.businessinsider.com/credit-suisse-on-recession-risks-2016-2

The monthly of the ECB in a cool website version. This one is on the Brazilian slowdown
CBl4IK7p7OYGHSM7UdSEZLmaiiVPQZR5MnXFowBQDHIqgqskxICSAVicSO94wZUsu6-WQl3Rv1OaMhdugNYNRWH5IlaUSjy0wgLTl-aulAT08OiY376y3bs_gfi4SmhS2UGAiopN
http://www.ecb.europa.eu/pub/economic-bulletin/html/eb201601.en.html#IDofBox1

Government: the biggest worry of the Americans
FAKI1xQqryMePqx8xXUWzRVObojy4DP9O4r8mFeFLOKaBcoslNvGSmgzr1Q4_-96Tmw1l83KhyOnAuJzhdjplvK3LJX9xfnKLOtUlmpioHke1k0elejw6dzQspfd8JNDSovGpCdi
http://www.economist.com/blogs/graphicdetail/2016/01/public-opinion-and-immigration

Fin tech according to McKinsey
KOv79MK8if3aT1-gbdtAXeem5FVNtaLuv1FF6XaFwB3QjoCxLJmQ5kMi2UkRV-CTFr1USgp1Gc50e4KZfefnnPcbb8F-6Y1dY-B9WO0Jrcrw8ep-QjKdXQkeEqj5ZbI-xemQKPCg
http://www.mckinsey.com/insights/financial_services/cutting_through_the_noise_around_financial_technology

Cool tool, telling you what drove your market today. I just keep getting the same answer though. 🙂
pjnEqZlPNVpHGg9HXD3TrZ5CYnneIbsmLC2AlmhykGnf9X14gU9ZsH89Adwn8_GIV0hMVwokyvAG2fn2xDiG3FN0M5A4RMAHQEhunyAJYe4PFw91ZvrWtfO6_DfG7SvxSsbtAsbC
http://macro-man.blogspot.nl/2016/02/a-public-service-to-mm-readers.html

Cool game for nerds (via alphaville): guess the correlation…
215d8IHzc7glasT5ZAT_ja_ybY1kIxrBbMFLWcy9zUT8Wlyu-Cy4loHjUM4zzXt-20aqHzJ19Wv5dXtQN-IJCUzuNwmWBlxpF6--dt20v-K35gRlCmmlZYlZE4IKhJQeT1Kfe4a5
http://guessthecorrelation.com/

Nice chart: putin is still unbroken
KQC_YKCP6_dMG4y52zlSeJXmA-Rse1lXt2Q4VdStaJ5yd81fTHm5KMOrOuId297S-Q3o94kMxByte-jX95NxiciO_hNB9VzhdLWOXV3dGvw_6VQNkdAXUzdbcYyvjDSp4qQ3SDFJ
http://www.economist.com/blogs/graphicdetail/2016/02/daily-chart-4

 

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: February 5

  1. Pingback: Best of the Web: 16-02-10, nr 1389 | Best of the Web

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