Best in Economics this week: September 16

I can only come to the conclusion that the Dutch don’t have a problem. (Or they are in denial.)

p4YqJkwb-VzE2qKaIiIqgXH66En1aPfy0gVKXD8QwWZXIgxj9NHEcz-XedC8-677dWpHCsXQ_B-AQh6f1mHRf_c9c_TyTVVW-DdxDFQkWQAS3v9KzvSJy0gRNbGhEvw20bysjaLZ
https://twitter.com/SonyKapoor/status/775295736854568960

Interesting way to visualise rallies in the past
fLRg22oeg94AnPVTcJKO8e0PTa7KJvpbluLhWJf-q0dy3kVwOusPF0FdlLNyB5y_lnInY1nWnYA24RGTGjFhN00UfnnMetgPEFnGIUU4iWVJ8ZRyIUulbIQvS-0BecRQq0StiyEj
http://ritholtz.com/2016/09/bull-markets-dow-jones-industrials-1900-present/

Get your average family office portfolio here!
qtjtkXHJ0UPwLgrujRBkjStb0Dsxr3eG0cgJuhYrwwlihdf4YrsW8VsgbyUmh9xFLveUmx1F2MAfcZ1jxpMnkAqfVyrLAs3a85tYGsiPS_iqgoIUiYxP3XJZKXJqosqxH3nauC_O
http://ritholtz.com/2016/09/10-tuesday-reads-18/

Inflation is coming from low productivity sources
sYmkHtyL1QOevZwolyyh19dGYgwKzN30AD7wMC0WQBsaqgTba0zegTB3Te5L8bh_q660SIP0VteAWNzCsrrnpXK8IdjWQr74aW6K5PiEZAR3V1Q_vY4N-Y85xu5L6aUiXTNdDYgk
http://ftalphaville.ft.com/2016/09/12/2174415/least-productive-sectors-only-thing-keeping-inflation-going/

Who owns what?
174ZOHwnJesNPHObdOL9zFowTGCjDylhTHxsb6EDetT0KhacRSBUn3jFfseQ2ylFcLyP2muWD6SDtMT7wLRjCUR2G1T9FqcDF7ZGKBCBC8jxH-mpndDlJ6clseypgASL7QQA0TTT
http://uk.businessinsider.com/heres-who-holds-the-worlds-60-trillion-in-sovereign-debt-2016-9

On the origins of secular stagnation. There is nothing to fear but fear itself, or something like that
-oSqwWqg28Nalul0i5qOGyZ-i6Xp_Pf_wG3ly-M0nVsr2aS0WFnDdAUwwdt0yI-ui3zrJOQaJmXRUgrdSq1q1PcCeTZmJ0lm3WWZOqLBk2M7VRZdDKCF-HURKvoVBYQd8LXQ1X88
http://voxeu.org/article/origin-secular-stagnation

How China could (and should) tackle its debt problem
jxdWk_sF3eeV7sjr6Q_F2-4l84G_4VdLdMdzJNd6ABoaOGtbXidLp8qL2T7b_UeMYUE_-G5ilBauH7hbuBggU4aOa8noqEP8RIeX3GCfTpo3f6FQxImiXyTBe2FWlCpXsF2i-m9V
http://uk.businessinsider.com/nomura-guide-solving-chinas-debt-problem-interest-rates-orderly-default-weak-currency-2016-9

The equilibrium real rate is the rising star at the Fed (and elsewhere)

b6WRYXszu9wDV3S6UzKJea2Ugv00K7zgq2Fyp4pgww0EtVZSHuOALeg-DzrAEygSru_T98Vp1ZK0sEAEwn9TD1WNFso_bVzVWlnfwhcXWq4UaTW-c6Zs7eccI77BXyoNrIM1KlMD

http://blogs.ft.com/gavyndavies/2016/09/11/what-investors-should-know-about-r-star/

Right: it is time to panic. I think.

5MB5-8qdYztbr5OLpESiwhexo2COW2r-V_evNLGAzM3XGS7I9YpQytPSNY-tvetirhHj1o8-mF_r4ERitzy1LbbiOV2pvgg2XCdJ1GOBMP4CX6HsnGwgSkeKuDSyCaknJyfJ5skx

https://www.bespokepremium.com/think-big-blog/its-the-most-volatile-time-of-the-year/

I probably have already shown this one before

_TZLpWyu_rezyfmbpIsYgnOJKcRGfcgwadrporNbjUtwzpRgGfb_ylSNupqByoQnvKQwklau3qkwT8RnBx-I8IhPzl2Rz7Ant7dblqWBgzaUfeEiqGeOoHKHojo--DwAJ7D-J-db

http://www.nakedcapitalism.com/2016/09/report-why-we-need-to-tax-corporations-now-more-than-ever.html

The source of the volatility in Asian financial markets

taTYs4FwM22WZCKC3GPNMr0yJ9zHSzf8GCAt8sSyJz4UNnjdxUcQdNpMViBR4iNqXKO212z5lZpH5OAFIUShtRiOQcQ45dOiZGh5eEB8ONJnNvZ4FofyssGB2tKTkLOctLpdxyBe

http://www.bis.org/publ/work579.pdf

Rejoice!

RUVVXU2IFByLMeuzIQJPXF_X3dMQUdlyyRtEupgcFIXzw1azqCmz_0vnc4cFHY3fljTQchD5cxa-x-K1K0xHhCu8uNpUNpCL97tOjM7n4FjmuuUEW49Vw1ql00HZ_Izat-6fu_Uj

http://ritholtz.com/2016/09/median-incomes-finally-improving/

But here is a bit more perspective…

NvEKfPlhES3UTjOb0w1vodWVrOe4qyjFR7SOLH7jJ2bNucpz6ISTiXFkBCROm2JZv3GpxW92mEdeul7d-0xtQDbDCUNLg0VVErSa6uySqM2xenmWOZnjNlzK1YVgfwR3Ijugophx

https://www.bloomberg.com/view/articles/2016-09-14/cash-complexity-happiness-and-ikea

 

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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