Best of the Web: 17-03-02 nr 1618

Good morning. The world economy right now

http://ritholtz.com/2017/03/74-trillion-global-economy-one-chart/

Have we passed peak finance
QINrklNwd1M5ToyrOYFWSeMjc1c_5U4sdq2Bp1lZ9QsOAh-pvjuilHc1r1fxG73Z0BypqLyntaj66YaHxYFsptCsUKFED1s4t3S78QkKTHSSa_PZsMpb2notQPBMxhBlK50G8OlT
https://www.bis.org/speeches/sp170228.htm

And there goes the next 1000
3kVfbbkdJihor1ztH4BmAsABr_pYMJmNP5U-YNzTQ4xIcpI2KZdOQzVbL_bBwXUYJaGkZkrMwbDosSK3S85TDIWicOcH3PfBnUECCpC1BUQrUZHKVdHbJyV-Hlm18kOxPSV5ykjP
https://www.bespokepremium.com/think-big-blog/1000-here-a-1000-there/

But stocks have become more expansive during the process (based on backward looking PE/s)
6YwaU23HTAh-oYNUdso_nSIdBQV6tjLw8xjDLZQhAc6GYYDSpr_XZyxhNBjPSxKU7--vWLHZKQhOw77893hou3Y3z2BpclvSQ9utj6tvSQ9NtxqY3B5Trbgic9LMzGaKd1g8wLVR
https://www.bespokepremium.com/think-big-blog/sp-500-pe-ratio-crosses-above-22/

The 92 million out of the US labour force (and the reasons why)
VyiEQcfK21KDrByxlGYLtyeIvbE-zzvw5D-M1M3GDgxMOak2TVZcUrmRlpoGLZDMwCWXg59N7T9p_NZy5pH_B4QIVk1pRUjE7zuwMZDib0Adfh6E-3_LSFZcvdduSkpgOEmdLpZX
http://blogs.wsj.com/economics/2015/10/21/what-we-know-about-the-92-million-americans-who-arent-in-the-labor-force/

“Can Tight Labor Markets Inhibit Investment Growth?”
cQ449ROTR5zfvd9GIryyP5oqJWuaRIVinCU_jRBia5BU7eoHshmFRwEVXd8gmzeF0rTXtRjGLqHnRxBKoavrX3jd4cn-kLDpjZbf3lxueN5f92fyODC4_09VgK4GI4K67OO5MXPC
http://macroblog.typepad.com/macroblog/2017/02/can-tight-labor-markets-inhibit-investment-growth.html

On household debt and income inequality
HERh6RnNRp0icGt0Y7Tdmqg0hk9zy0Wqu2hxkxtrFAVUHh89KMK1fdsso5r_FL6a6grEa23gucbX6MxDAiQZFJ-CLPHLHElWKc2LdZEUQPcWJB-aHJ5aW9NVRXwqg3evqrVX_t5M
https://ftalphaville.ft.com/2017/03/01/2185134/americas-household-debt-binge-was-about-income-inequality/

 

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 Do not quote unless specifically cleared beforehand!

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