If you do not like the numbers; start revising them…

http://www.ft.com/cms/s/0/4a2d1624-8559-11e6-a29c-6e7d9515ad15.html?siteedition=intl#axzz4LYT0kYJs

If you have 90 minutes to spare and want an update on the productivity conundrum, listen to this webcast

http://www.bradford-delong.com/2016/09/brookings-productivity-puzzle-panel-video.html

“Good idea, bad idea: Yield targeting edition”

http://ftalphaville.ft.com/2016/09/26/2175854/good-idea-bad-idea-yield-targeting-edition/

The covered interest parity seems to be broken: free money for all!*

http://voxeu.org/article/bye-bye-covered-interest-parity

Change in interest rates, the drivers. And yes, I disagree.

http://www.economist.com/blogs/graphicdetail/2016/09/daily-chart-21

From the BIS: “ Challenges of low commodity prices for Africa”

http://www.bis.org/publ/bppdf/bispap87.pdf

A bit of history

https://www.bespokepremium.com/think-big-blog/unemployment-rates-by-state/

The world has a Spotify problem (or as I call it a wikipedia problem)

http://www.businessinsider.com/spotify-problem-for-economists-2016-9

A flatter yield curve

http://www.capitalspectator.com/is-the-yield-curve-flattening-does-it-even-matter/

Riddle me this, riddle me that…

http://www.vox.com/policy-and-politics/2016/9/26/13067930/donald-trump-manufacturing-decline

Chinese bad debt: the difference between the official numbers and the underlying problem

http://www.businessinsider.com/china-debt-npl-greater-than-official-numbers-report-2016-9

China debt, the umpteenth installment

http://voxeu.org/article/why-banking-crisis-china-seems-unavoidable

The pension gap is coming to the fore…

http://www.latimes.com/projects/la-me-pension-crisis-davis-deal/

The IMF takes a look at inflation, or the ack thereof…

http://www.imf.org/external/pubs/ft/weo/2016/02/pdf/c3.pdf

Interesting: “Global Investment – The Role of Emerging Markets”

https://bankunderground.co.uk/2016/09/23/global-investment-the-role-of-emerging-markets/

Fueled by the big demand for (relatively safe) assets

http://www.businessinsider.com/debt-capital-markets-activity-first-nine-months-2016-9

I would be interested to see the source of these numbers…

https://www.bondvigilantes.com/blog/2016/09/28/armageddon-fatigue-reasons-optimistic-longer-term/

* Nope, this is not an investment advice.

 

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!