Best in Economics this week: March 10

Interesting chart (plus article) on productivity growth (or the lack thereof) in the construction sector

azsXINbOc3TSvGSoCIW4D-GXVQ4JrscNQ3eMFWMNVo0qnwpbYGG03NzGtbj0scLWgIUDLFd_SL3XRi3yAog3hSR0LrEfPqxnziYqYEVf5eL22OZj_x93Sc5Cek8Wf6iMSor9W99f

http://conversableeconomist.blogspot.com/2017/03/sagging-productivity-in-construction.html

The OECD publishes its interim update

Btt6r8o2-f6iOhTcoBIfMeDITNQCjED55yBTBjjGEF0uSaAcZLRvxLW9a-AOmUX_LuJdeeAXKNrRcsCaq6dGZ5ePqsyoa_12H7E3AWLJ_zZk12nt5Q1tJQiCN4zw8kot8w7ibxSQ

http://www.businessinsider.com/4-biggest-risks-facing-the-world-economy-according-to-oecd-2017-3

US stocks look pretty expensive again…

tJjZUvjVqxiDOeCILW-xb_5KDGbO99i3rBcg7-1Ug9jPD6K9i4b0mpUoYIzHF7-8xuBVDaZoGhH1HFJF6deYFZhrlfowhUrKMij-f97hCPZQMSdO4LmtM1ZnOugdBhNQntMgxWyR
https://www.bloomberg.com/view/articles/2017-03-03/what-to-make-of-these-twice-in-history-s-p-500-valuations

So. The Netherlands is off the hook of being a currency manipulator, I would say
9lO02ZGpLAbaCkgKrsWKQfes0rJGosCtDCU-nwEwgFaX8eM4gyD7h1NJnqIZduaFMuaWcn8ztL9DtuxlStG7o-86ZujvGHBH_S0iQrat-Ef5lk-yUP3hOI-AemYQf61FEa6Qatvb
http://ritholtz.com/2017/03/2017-mexico-trade-deficit/

25 to 1? Can I really trade on that?
7pQ6g6-ud8wCcXU6ro66xr5AwQZfpL_UKK_pP_tUINp0DOAvH-Khd09w7Ou0QYpEe8eHFSQI2P3z4ya9dqmJuwd1Q16_qd1SAHLe-jS7_PKXy_eCIbEk6ZicdXG692BDvJLi8ZOS
http://gregmankiw.blogspot.ae/2017/03/an-odds-on-bet.html

Here is your how-to-rebuild-civilization starters kit (via ftalphaville)

TT8ltTVPiomA1kc2UZ4bKYH_iPt-amiWZwRqbtVTDKV98tRCB87bXlrwgRk90n9mMkWKeJY_LlvY0BK_3Dqbh7McKOEO_r1BbKL0fI99WVZivZY96v8uel-13K0iHzzzBUQ2IeFn

http://climateerinvest.blogspot.ae/2017/03/when-time-comes-will-you-be-ready-to.html

Robots to the rescue!

GX3MaEj44i_pIjqWxMX_VBxOg9JCJpoSsrygjn6xyP4oRmHPVr1Wk7FaTzflJFS2Fk8-UsQWpnw-Xw8zANYKQkJz0U1sdUHk_RFz6ENSYY1ZT1r9y2iaN7LLG4BW6ksBI4V4aDEg

http://markets.businessinsider.com/news/stocks/aging-population-and-automation-effect-on-economic-growth-2017-3-1001817199-1001817199

“What’s wrong with the US economy? A theory, in one blog post”

4ecj3zrpnFXPytV3Yy7-JDykeWPMcVZUfQAgqXvK9FJZzV3ADj7l54BtQvHlG4sZLsajYqdpAkBE--OwR7OeaO7-M4vN_kxFxPfcZuArZWyDhwYXHEiXj1dRD5nCP7FArMXqJPIv

http://douglaslcampbell.blogspot.ru/2017/03/introductory-post-no-us-economy-is-not.html

The BIS quarterly reviews with various special topics. Like this one on consumption led recoveries

wu7HGYvDriTK0VsH33dlu-eZgw0LbH85lsgp5VH_FudIbbeIYwY1hW0ZJFrqiXCono7IiWwDBwgyJQXBvvxg0_eCFsG5nPukqo-eGOucJUoTVuoryObr19_ivxWlhMqKYFcsnptR

http://www.bis.org/publ/qtrpdf/r_qt1703.htm#specialfeatures

A bit more technical: where are the dollar deposits coming from?

8LGQHv1stTUQryY14-w8QtiDc2N8ePil92JKNBfwSKEtzNYmNcWY5HtKlUgMgTq1EmNYyuj6Ug0tEBxhzeGpTtD-UZXeUWMgVcg-OEscWeWEPloZjXyUaIJ1H2jN-INzjQj-BK4T

https://ftalphaville.ft.com/2017/03/06/2185403/where-are-the-worlds-dollar-deposits-coming-from-embargoed-monday-noon/

Spot the weird one out…

gD8ZRx9pTWaiKfRfErUkv9S2T18da9rnAoLQGY2LiWPtPJJLSZ5J9Z3KH8aITGatjBEQlWiUyR3RCIcqycmFU5NCL9olYZyCgISukBGhZ8axgjL1zk3BegxVpYrJlUNtQ8lSBQs8

https://mainlymacro.blogspot.com/2017/03/why-its-your-bloody-gdp-not-ours.html

A bit of reading on trade

N_AVQU1SZDI9RRF7GecFSHaPqI813mvVBTkcAwLRs3a20QJWgOLvSirefPwcjo40OwZjM_hBi3_nQOAzKqiVPxeauoNwf4HYFAYjhQDo_zsBVclLviFePRa6mGvIzn_KDD9xcmwC

http://voxeu.org/article/exchange-rates-and-utilisation-free-trade-agreements

Nice chart on buybacks

O01MwlGFVoi2rPnn34zmBE-bLsAQ4DPVUKdMSU1TWA2UZ0Lqo7ohj97L7x78rz1FIZjmGduiDJ1K5Jwx6YRQfmb2sZM8IzHTRpch-egRdfHh91BeQPbLg7BwU6YE2reHbqg0OnGw

https://www.ft.com/content/5550aa1e-fdce-11e6-8d8e-a5e3738f9ae4

“Why do Germans remember the Weimar hyperinflation?”

HU37EMFx-L3YZQgypMInAR2_u1iKeNoKpAPbih5GohfcKC0BlUHNjmpV4Rqx2LiP1YckNzDT6dc7SlcJwJR_wpdjquvGQVgiDAiGyfvD_svDIHMF7TEqiyfOavsaHfPbk9ubQvMP

http://blog.janmusschoot.be/2017/03/01/why-do-germans-remember-the-weimar-hyperinflation/

“Trump’s Industrial Rebirth Is a Dead End”
Eof19EXFhMOWSA8KENLTE-EEJ9WYIZYFgbGk2q-snZu9MTquvEq4o7Vj-1MkauGkTsmJR7VkZlM9L_1x7oSK-35H-Ay03RMZkazD7SVDWWQ0sBNJR6p5YyUzVyL781jnRAXhP00k
https://www.bloomberg.com/view/articles/2017-03-07/trump-s-industrial-rebirth-is-a-dead-end

Interesting read on the possible connection between weak productivity and strong earnings
ddYu15pq_vlEJTw4z-YPfKU_IxFPMIgdeiOJI7aJyqrXdevIsAu97MGPGM6FVwQr3PWIpM8hsbNUXPoRZrbbJWHoqD8FJqOVxQ4Cptnakx7iTh5asyt75itRs6MIS3zMFbaZb9Yj
https://growthecon.com/blog/Markups/

 

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: March 10

  1. Pingback: Best of the Web: 17-03-17 nr 1628 | Best of the Web

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