Best of the Web: 17-03-29 nr 1636

Good morning. Soft economic data continues to move higher

https://www.bespokepremium.com/think-big-blog/consumer-confidence-its-all-about-the-income/

But the hard data is so far lacking…
256Z2KAEyecSB-HKxJ_1PQXAljByffgkdKxirojO4Bd-PDoGxQpSSQk-sPLIez860e1WzjWOV74nxEMik_2AoQIhAk_uB9Nxw9L8CM45WGiGtfrsYVxnQRTsNGox3WnrOvVnyWyn
https://www.businessinsider.nl/trump-election-economy-changes-consumer-business-2017-3/

Spreads in Emerging Market Bonds and policy reforms
JbLyMA_J0-OSSS6F85Tpcv9lwUnloYJ4oHmODgIJBc_pxjY4ml-d_Bzi20PzOSa6jmKMd1KdpiqEanEAfM5pN4z0scCnUpH9OCEjKLJ-fp1ZK30nj9s5uOl5lLhDIGTEZmDF5lZb
http://www.imf.org/en/Publications/WP/Issues/2017/03/28/The-Effects-of-Data-Transparency-Policy-Reforms-on-Emerging-Market-Sovereign-Bond-Spreads-44772

The end of the art of stock pickers?
https://www.wsj.com/articles/blackrock-bets-on-robots-to-improve-its-stock-picking-1490736002?mod=pls_whats_news_us_business_f
https://www.ft.com/content/b0056320-13e3-11e7-b0c1-37e417ee6c76

Randomnessing the fools
Kp8ewnUlMWMe-p0_vMqDNLZMMDzmoG3bzptIbezVc_1tavCkQEpPR8oLa2CVcdUvxuXEHW-inch5C-vE-o-sepBvKd9bPvKuU5SklemruL5jYk6Ee4EcWnsQC3_P88q4pk0f-VNc
https://www.bespokepremium.com/think-big-blog/djia-nine-day-losing-streaks/

Chinese banks. Too big, period?
hpzGm3fE0jl1WRu6iZZR9lpi5qIitGcmyD_sXZJel2AP6tu7r_8CeBk1NW-QMunbvc4lHWJMk580j-EU-qGDhd6SrIVWO7yl4wZiyABlx6lWRGf7cAk7RkBrt9xQb-CEbN03uwP5

Currency manipulation!
qkzTw_NjbhYcG8Rli7_YR1EX3bHPeoyzOmDv6ZuyzPpreWnFzj9fm4hzwBFZ-pvtwJpOTy3U430ZwVFh4xMI7_OutjFLcUbyqViPffjYTLzUX4V9DcQBT_XW0xARuF3X_ik3YNVp
http://blogs.cfr.org/setser/2017/03/27/chinas-estimated-intervention-in-february/

Subprime is trying to make a comeback
p2b0N4zzlQMxPZy_F9ucYSpQt8OmAIgIHT-5qB0qXVURe6CIdOgVN-3ivLHxveNlGeC2KB1Cx9A7KwnttTVtJFu-rWBinFpsifADmGR-HlQr-UWb8VgVqooszNgXprxwpRIsAMY7
https://pro.creditwritedowns.com/2017/03/subprime-auto-delinquency-rate-at-highest-level-since-financial-crisis.html

The Bank of England’s stress test
57WnCK8U-R2_k2zsuil6_0e7TL2uHHaMdaD8ewDerndNURmpv-BqWXNBaJz7Nppi8S_J0jI6-axi7GXDgrDfOOSDdOvQz7LMuo9R1SPBVx0sQCrz59A6lDHmF8JDJVoMZbQEX8EE
https://www.businessinsider.nl/what-does-bank-of-england-stress-tests-involve-2017-3/

 

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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