Best in Economics this week: April 15

Still a pretty remarkable fact: on how much upside has been generated on FOMC days…

cgM3WevtmgbkpZe7tf8mo02z2XtRZxWlDe8jbB7onHIbOdop7pFC6j_rzLSc0GGzb2gkp9diDqUq7SWYyG0jqDEp-mP6E0ao3DGimwHausiB-07iQznGC4TofDH1MDFkhJ-JTksr
http://ritholtz.com/2016/04/sp-500-1964-2016-with-without-fomc-days/

Nice breakdown, probably too simple though

Screen Shot 2016 04 12 at 10.02.56 AM

http://uk.businessinsider.com/us-economy-facing-impossible-trinity-2016-4

The European jihadists

9pmuLjqt4-HyB5OXwIaH_utXMm-z9DJZNXm0LoGfnW6Rs7spMV2PU2HS8OJ09xcyzBmGnEAiBowGgMhUGlvjc1YjXNLSGc_nLLknyuoSs1EcpJWVrmJFx92QMmf6l5bOWNx3ouNW

http://www.economist.com/blogs/graphicdetail/2016/04/daily-chart-2

The debt cycle and when will it turn negative?

0i5E7EzcuKxDLhUG4brFfbb5tjnJ_CU9v2LKlQyma5n7awfkwWUc-Oe36FXA3ab-UkHxueenTIlxMEX860rDGTdzTKg0tOCn9xLmQUBm9vuM4EUYVtGExcIshNaXLLqzAoHKPF5s

http://uk.businessinsider.com/deutsche-bank-analysts-say-junk-bonds-will-start-a-default-cycle-in-2017-2016-4

Ah! Another NowCast for the US economy. Wouldn’t it be helpful if we get one for Europe, though?

6a01348793456c970c01b8d1bc4007970c 500wi

http://uk.businessinsider.com/new-york-fed-introduces-frbny-nowcast-2016-4

“The case of the shrinking country: Japan’s demographic and policy challenges in 5 charts”

OCcQ2ENkFAkiUE8RfmO-askfRD7nyrPuS-Il42EGQ_N5y_S-uL552F2ykmgzg4CetZss8wKFxV7D4ej3L4vv1paqqGfUU7_3_drTFFEEuxM5HptgQPqFMjou-uLoSg-y-iEQzqxd

http://oecdinsights.org/2016/04/11/the-case-of-the-shrinking-country-japans-demographic-and-policy-challenges-in-5-charts/

Another industry laid to waste

4GrUl_Z9jjElIjHxoMWHKSCfu48j8MDPPLK1D8FSF3fcfAnifbYFZaAx3RAT4lf-P_qRuiy8h983GuP_RVQ-BvBeQRoCNuJ9l429D-xGdlbwYCvrAYIG6694NiW0nGBLcwqeSWBY

http://ritholtz.com/2016/04/what-the-iphone-has-done-to-cameras-is-completely-insane/

135 pages of potentially interesting charts and analyses by the IMF in their Stability Report

wrVdoGcaUM-4VOWrog0dOTcKEXifWvq_ZFAJ9g5EizEfD-OYwMsXulXEWjdWMU7wwDyYU4tcU8PJXb4jgtK8gtSEx2AFB0gwkb1oIBBjFX7ncAqRlIslY2Ehcls0zdLW2hDmF7xy

http://www.imf.org/External/Pubs/FT/GFSR/2016/01/pdf/text.pdf

Japanese funds are returning home…. And other yen stuff

EEXR7n6eyWPe0UJWsKlyVpCOhTzajiHHoaC5WwnxS98lEVsLEiSM6uJ6tfaprWCkKvT3ZgjvC8_0KNsbRKLW59U0XRkK9L_RKtW0Gqj0zHRX4OalKqMEzSAI_sit1559tNubkPk0

http://ftalphaville.ft.com/2016/04/08/2158808/jpwhy-revisited-and-a-break-in-the-currency-wars/

On that IMF growth forecast…

9FQT5A57MUMsXFyCDjyNGm9ZM98pO3y6fB28if2o5cmto4VYwP_AcINpJhO7lbGgpPT3u-0-VA9-2BFMRbIqgiVBnlNK5b3JR4xJHMU3jCbScqeCg8oazYvHs8bE3OP6Y83W0gno

https://www.economist.com/news/finance/21696883-fund-sees-danger-economic-doldrums-imf-downgrades-global-growth

“The Financial Industry Is Having Its Napster Moment”

CoondWytcaNkFKkaiz2Mmr0kIzge1lxqPJD_G3ZjdvVI7b2egc8l6yQM_20V-sANcTAB768johnywneDA4L73REFB8pozsP_VpOutGEt8ls3A-b7U3yQkL_sG-8s4oyCbDoWMdmE

http://www.bloomberg.com/news/articles/2016-04-07/the-financial-industry-is-having-its-napster-moment

Nice chart showing the current account surplus of Germany against most of its neighbours…

joMnDO7_LHHrKolvyJpx__NuL501Ae_qzM7nzFz470-ye7aQIKNZbguWbFZq1Y-uZzwcS9duktyqyoaugZIEFMnyCTCwlbl14T5erXPp0uE6e1fIDJ0KXeUvZmVaUVNRqcX9yfbP

http://www.nakedcapitalism.com/2016/04/intra-emu-divergence-is-a-feature-not-a-bug.html

Leverage is on the rise

8InFXQFBSnLzlXwwz7BlLZqhHk83Hll9SbR4vz7HWKJ-jko-hiUPSERTb-XUezKY1vvzCo_pjeaeGVXQ8sNjtRv87If13bTFMYmoJgY7qvHjZ4Vj-bvhsJF5AOUpPNCUSJY8NMFN

http://uk.businessinsider.com/1-trillion-bond-bubble-ready-to-burst-2016-4

Bond investing is the odd one out….

Chart: Active funds success rate

http://www.ft.com/intl/cms/s/0/e44358dc-fd5e-11e5-b5f5-070dca6d0a0d.html#axzz45chKMoa5

Cool bit of history (if somewhat old)
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http://awealthofcommonsense.com/2016/04/trading-costs-the-new-market-averages/

 

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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