Best of the Web: 17-01-09 nr 1587

Good morning. Rebounding no matter what the election outcome would have been…

https://www.businessinsider.nl/goldman-sachs-chief-economist-jan-hatzius-says-economy-good-but-there-are-three-risks-2017-1/

Only China is not joining….
zJIk_PZyZ4v9ychbinNrlDBJN4s81MoE-dCo7L9ekHaLj0TK6uKdAbsB8L9hDIPG9xx6EP7yWaDNG_jCUtVnyf5cmzsWleu1zXVmkytGMNeg24HWfHHWyx5Q1rnHF3-1j5au6752
https://www.ft.com/content/72c8eb3c-daf4-3dbf-a986-567bf91e3269

US stock market losses in context
JnW6lzt0IqwHBaXPz2NVRy6Fmntauxkp2Ti1rXJPPKLh7C2MNdEFku74f_s6UJpcY_sONNGJelJGFg9ywgmM2mX1URoUZWoOnT4rQwMDyrab2QzDg-9N8F_SEESLsynO0gjB3g0F
http://awealthofcommonsense.com/2017/01/how-market-crashes-happen/

And this is something of the same for US Treasuries
mA4QDBo5P3gZZL40FnI_4fL6aLscd0z_goq124wYwfKBrgkmXJ4n_xojKxAqbFNWX7Cmal_W4NTSg7H8HoO3MVbxHl5UyVF31QuoOM9Q_rHVBz5PUWplqZNWDk4M44jFJE6wVELO
https://ftalphaville.ft.com/2017/01/09/2182050/so-the-great-rotation-is-fake-news-someone-tell-michael-hartnett/

Rule by tweets…
vr7zBjPtMjKFiQGU5y7bJuNxxFbWw8UxU8ktSrUhnLiq6_-kflfSLVVRwOLfAxjx0PSXvFdzJG7UgfJPYBN21OffphbFCkYU_xlnKxTHCfaFtE91k0GhuuDvymYAHawu0IgE9hN5
https://www.washingtonpost.com/classic-apps/how-a-week-of-tweets-by-trump-stoked-anxiety-moved-markets-and-altered-plans/2017/01/07/38be8e64-d436-11e6-9cb0-54ab630851e8_story.html

Pretty technical: “The globalisation of inflation: the growing importance of global value chains”
http://www.bis.org/publ/work602.pdf

“The Asymmetry of Reaching for Yield at Low Spreads”
NNq-sZQvsGSCv1S5_jrUeu-J4Kq2ItlLZgbpbaLgSte7gYPTfV6mzX-LAFu1Ry77uv4YDciAznWCciDftWlkKA_lRtQpwTXHN8ZeGZVUE3a0JXdlO85YNgOjDgyEMzFyxt_VXzVd
http://econompicdata.blogspot.nl/2017/01/the-case-against-reaching-for-yield-at.html

Assets versus real economy prices. I am not sure whether I am convinced by this chart
_LV_mQZHToVgjbYcWnMdlP9fCpH12leExB4hZW1Xky37LInAp49KjwQMawIrN8lLSg7_nSjHcD5CKuekOifyA6M9Nr6Z-c3NT8HxM5fOaBV12OYH1gvSdsfN1R-t9YnQ4Wo11ToO
https://www.businessinsider.nl/goldman-sachs-chart-on-the-global-fallout-from-the-2008-financial-crisis-2017-1/

Still trending down?
pE4e8SZ54axcd5utDWvm6DkkGv-MJcNxmYyaHy5l-sNKu5oknYeRskXueq5Y1wSu2M9ecDCQ0SIxxfjLW1tRU_e8-IugCDPRowrPHFoZY3n6L6UbEWMN-Iq6P65ZQTuFk_iaPGv5
https://www.bespokepremium.com/think-big-blog/global-10-year-trading-range-charts/

 

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!

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