Best of the Web: 16-12-15 nr 1579

Good morning. The overcrowded trade du jour?

http://markets.businessinsider.com/news/stocks/Money-managers-all-agree-one-trade-is-really-crowded-but-theyre-loading-up-on-it-anyway-1001603630

The new dot plot. Make it happen.
AqkKdJHRtrhLjf3ysIk4uTYlOL1PFA5Yrmj8BKKFq8Wo37JkCdX3Z7XA2cul24NUtquMMVhgBR9olE2_Bk0QbyxyUhKsVar3fTm1XOXwDra1C0pUqgLXvDheFL_24pGMG87Zh0Kp
https://www.businessinsider.nl/fed-dot-plot-december-2016-2016-12/

And thi is what the bond market did with it
S9W1Z18MvvVKpDwKnqy7Mjqg2IE1vnHRsQUTR2g7io7HeK5aJx3LkG2BcHiqMhdDFRNZHIwDUrAp7TJP_1uUpJFwtTds4zLv4Kzzg8taLmrCt7iudpMIyOXoteOqI-C23u-NlYLs
https://www.bespokepremium.com/the-closer/the-closer-121416-and-on-the-eighth-meeting-a-hawkish-hike/

UK yields all the way back to 3000BC. Right…
DTS3NLgiDQlQF_mpGRSI1BG-miGPh0oodZRdSycDxIUGi5A6wHVyeoh2hu8fwWVdayllhA9tHNsb9Q4gTRJqfFHwOka3FcBouwYVWAZtrpV9O3ggh_1RB54mSmauT_Ge2WEjoO0T
https://www.businessinsider.nl/5000-year-history-of-interest-rates-2016-12/

The title of this chart falls short of the video itself. Must-watch according to @jackneele
daw8ouFCt3CAc6pCqW2jVyYcL1KuGzaqp2s6xbl3yuzSxGTzaLK8lrvgJ31A1h6LpY6JynG2s6F48IBr2PxKYaOOz0HcSrqLluiCPx8QTUu6Xt3vmpeFNUhETGEECmpVC_t-ReFn
http://ben-evans.com/benedictevans/2016/12/8/mobile-is-eating-the-world

Meet the new crew
zufVo6Ywm8_frnkGla_4NaPW5FDJpVKJ6zcwIxi3H6DrBb_UADyikYAq5pArcV6mSZarZm89r9f7x7rAIe4n4Spc7oWRPNBGUdwoDEq03N8Wn2pferu-3UG9MDh_S8EjFmS4Ds3z
https://www.businessinsider.nl/trump-white-house-cabinet-senior-leadership-positions-bios-2016-11/

Timing is everything: why macroprudential policy could be procycle…
5dtypo7v5nl8-g4QO4YsFcQqZay16OoVatDE8jmqgUNutCAPirV9no1goKIxbGkA9fM7cSGEGpPTIWgC769dHqwzymF7XXM4AhfrVgJCkbu0c9tJryNk6Iupaj7UHdheFQrUN-MI
http://voxeu.org/article/why-macropru-can-end-being-procyclical

 

A complete overview of all previous editions of Best of the Web can be found here http://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 Do not quote unless specifically cleared beforehand!

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