Best of the Web: 16-07-28 nr 1495

Good morning. Trump managed to strike the right tone at the convention…

https://www.bespokepremium.com/think-big-blog/trump-vs-clinton-realclearpolitics-poll-tracking/

In case you had wondered, here is why: “Why Uncertainty Isn’t the Real Threat for Markets”
gQm7cQUGh-FWOys0eqhY5uuxT7WPg2q2UQ9qodfMjP7BP1kONf5HdZThPIGgDYvArGy-A2yP38GFWhJG2jLjYGkaC-MAC3AbrzRp9IHqrzXjsPz-qtBp2Dg7N1PPo9WyjJkG6JoX
http://www.wsj.com/articles/why-uncertainty-isnt-the-real-threat-for-markets-1469605772

Well, that is one leading indicator that is pointing down…
zuPKbbi7FAAeiwf-0Bg25cTCA6wb2oUBxcAVSXi7LYyFgGvoGmtYBypvDkxpWKz0GFkl9kIV-_6pfSwNNTD0dBofiCIdtI2Iv_nV-qZAWMd7II5JuIpJ0SE8uUaDwttazNbaPzvI
http://ftalphaville.ft.com/2016/07/27/2171047/today-in-circularity-and-potential-leading-indicators/

Yesterday the chart, today the analyses “This has implications for the “true” rate of economic growth–an aggregate-scale underestimate of 0.3%/year from this channel alone…”
IZqS2pIeF09tZEVDBNcLfGqKSPTLufKStR-pZARae18okP7ZLpH9dEVNup4vxOH0aFNdvU7kogyP83HNCCTy5tYCGsqFK-lUZDgpNvslS62-fYActShhLk4PGPgcBypfwj3ZGf1c
http://equitablegrowth.org/equitablog/expenditure-shares-price-measurement-and-true-relative-labor-productivity-growth-in-post-wwii-manufacturing-what-the-aggregate-deta-suggest/

I am not sure whether I believe this number…
PK6szj5K6YLX1MGXCmfOMDfqWlfqUpo3_MnAbocpnaQvRTlok2QWdiPzUhFeGlzEj1Kc4j-fkIR2mvDPDHMRXq2LhKLDV6Nl8x1yfpcLiRQudkpdUVfbJzcj9voZifxMBkmCDsO5
http://www.wsj.com/articles/pension-returns-slump-squeezing-states-and-cities-1469488579

Cool looking charts in this so-called External Sector report by the IMF
WWyefPEl0iRzzufrNyzbmW3LihFyY2iNvWhq95AuEFj36qG-O-rSnj-93hiigI0I6HXUqdfmd6NiIT0gbz69cExuOu0Bg30c0Zv8OMhSQkqo25E-2PL02UVwQjhtR4RJwV75Thv6
http://www.imf.org/external/np/pp/eng/2016/072716.pdf

 

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 Do not quote unless specifically cleared beforehand!

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