Best in Economics this week: September 30

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

0HTPrqT_Fa2MamX8kntHVa-2Z7SvFIQsm_qo-OkB1DtJqJWKRj-aMZeeGkVXBzN96nkFuU6hWj5b8D0bluOy9hcVNE2_l3uzQ6HlhyyuFl-vSfB54ykjpNijK91SCevlxgGt4JNH

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
iUTFcmSM8B8gpxPgkO7nyUXyHv5V2AcqzmuP7Yi86p--_Ny4hATSafkPMhJvp4GQWa_asUJzjizvYSrF63aY5i0zHElmYpUyLLthB4HH7HRbR805zBEkEKIsoqKIiffCuJh41LwE
http://www.bradford-delong.com/2016/09/brookings-productivity-puzzle-panel-video.html

“Good idea, bad idea: Yield targeting edition”

6HEE1yLQ1YI-dsRYoCYUJph0Hujx9fCLMC1Nl83LaA6DkFF4IC6GYXPyNDGk5334hM6SA1tGLEDr5efi0RQtzf-hMK0S0UxgVN0AjW45X1_py9kADLbdecUFRAKniMGL8G-CkHtC

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!*

t7eiowmiHPs4cs_tnF37MslaiSElrrYWsZiZpx8STWy-0vrmhDddqaAvjMb13n2bU61lmw8f4Tqxabsg4b18yejLU-mpWEl33JThAjUovsEctphxEwpX5hVWthJrI2CieQJ3QgIn

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

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

XAa7-zTq9Yq-AbKJnnXudWaGllPyo_ht4IDfSbHiecNZgXb3yfFYCzB7TwkF9YI6w3tfjXfkqvYOfWDorE5veGsa-Siy9DuJa_XTQK4z7I0YAccPYOUXPvQmEfLrJTBree0nV-Ay

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

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

okWtdNoUaQy81APyaMW_cxbQCxR_44cNtUZVDGhAZt4xYWsCZYVtNV7qH_I4NjaN_81rHo6hRa2NsBv_Q9KvFdp5kPynnZFTyFh-3heoksFN1-gTpqDe7GkD1TuuscssuLIpJGbQ

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

A bit of history
BKm0h8oARNnJsTL2NNjj1SBSWmMFEzE8uScNEqIWd_u9qk5LOCcilybCrjvKHVSEKHcUnM4G_F5NtZbJ8_Prgq_Bo2MScvEWjgPO8q4ng1oW4tSnYPeO6k1tezx783b1sqXEa2-X

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)

C-fof7AFangW9PzE1RawOhLsB9gD0Zsmch5U9_36kxrQO7Piw50WMr3oDad_3JHmjeDKbG-jBvNC9utgTKdmn2iuBTY0V1Sri2qQhgHhaDJspyavij6plbxvDTELlvpvx-9M4OB4

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

A flatter yield curve

WCiUqmzqLxOzbi4IvBbtN08hJVVzYCYf8B8WeFUNT-w1PV1RspnIXB9CzUwBZSP59Tvh9_m8s3Jkgtx-ISnTK-CLAmNNmi6ISu8C4Y40GRB7u_udNgOrXZIeTTAbcKpMxmqoANFi

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

Riddle me this, riddle me that…

hSx4v4UMvqtFIkftypZEhE9yanX32UMMjsL5FUFpSvC__1W3NVMd_x4NlebneqKyWLQmy-M2A8_rWRkkVFPGT8PdyrgpsOgdwOD1oyDzNURz0fZGc9Fr-sWFoMFPdcEK99cKTriX

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

RRtGOtCwXzesi-ZzknTq6-pknXkGG-tAglOcOCScgFCaJOFICOtv43iMGcySWsDS4oWaTeuO_oFVWad-qIMgABqAaKc5Eth1sWsFyQCpgLsU6ipgr7JGcY4tB_C1DbdHmDT6IbEq

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

China debt, the umpteenth installment

jouiWSTY6W8Zq9OlWnHVxiLHdJNUpcItdFRHlJABsU0-ziNL2q-M3Pt856HNJ_wNN8WhNDYitfVcdW7fvwR-AN8hLH-5qzB54UZGiwpzBP6NHjSI8xRIjqrgzEPK4tUyie7yEjbB

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

The pension gap is coming to the fore…

y5LFOKERgcqXmEuN-6-91WkC4R0LnDN-76OMF5ivJfrJzdqbcofTIX2o1SYEkgN_jtB-1YUALg9IHiUqVJ6obelKAjqZ--d77h2vpoH8oDQw5aKf_jAtRh7IKoVgGaNDhdzFb_ql

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

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

GIi7ofRfIFGopFfDOuTIPa5S2v4Np-4WpE2xLdeeKTqDvrBGds8FEPIPJMo6ID7-_wrIM0qfyM-lBJH4jLBu1NVHyd-QWc7DOG1RvzTvWzP8TS3woZaAO2ZN9SpQbIhupPalzomC

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

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

HpEggN7JBiRFbNDVuSueXS56tp68XhrZUaElTrHs9s35x_fKem9ClqHudg9tZtlxBdcgc2EyRzNH2pygx48BZNGrjGMMQYPunOnZuA29n8xzuLhdfg_ZlfMD8omm6kkB1sEGGSyO

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

Fueled by the big demand for (relatively safe) assets
cm0jS0WQylKqo5C1NCPkZgkRPhHtLwsslDQdMW9MvjpjmWAvPfETbOpyu8ZfGC3YwwTrVRUMMoP8QyziwqSsF-EB9DJOwlm3X6eZ0t7UJ42aAeH8vD9y-Zp68gQZ0EPweHi8szvn
http://www.businessinsider.com/debt-capital-markets-activity-first-nine-months-2016-9

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

UTEAoubmUMq3Rbd-rKkYVfBCXC73wcRFJw6fIYbUqLur1Lb8IuCzrFf7ogVRhG67mCHwaRu6RZRr9tU3lVOt_YiAN6lAA8rcBmIDm48_5GtsPPhy_7_LqfJwARmnAr6SCKxnsFqy

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!

One thought on “Best in Economics this week: September 30

  1. Pingback: Best of the Web: 16-10-04 nr 1527 | Best of the Web

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s