Best in Economics this week: April 07

A pretty cool long-term track record on Japan warming

1uXrP_tpFioiTr-OAD8Z-bQ0gmfLjEtI4T1C76BXjk_hKpn8mFvWM9d-o3B1NtLxo2qK6jDmA7PNguvQ28oF6VK6pWhpaRXsK3LrtLToke2SEaZIgzZPV-HI4NnI74uPdLWhm8-G
http://www.economist.com/blogs/graphicdetail/2017/04/elephant-bloom

Soft data has been driving the stock markets, hard data has lagged…
yNkBrtHzQg9K7j70mWxAeKlggoDS-gwcSNFEwbzbek8piKpd3bYZ085xy1M1rLBszZxorx3-zJgKYzY02izUe7rKVdZTkZP6V1ShP8DypkWtieGJ1M-Kxc-vY2ArYwCzENPKDfas

http://finance.yahoo.com/news/now-that-the-trump-trade-is-over-heres-whats-next-for-stocks-131928364.html

The savings glut: it is the corporates that have been saving more…
zMRmHuu0ay3OD2CMoBbjUMwYUQAAs-3ZGFWvBvJPYgVN5dwVGda1EMkT3WMD14PrYY7FEcFgNXZfDi_uHq-nlyfu22oPKr1EJy5yQMRyUtoytmm5jQ7YzE87SMAKIlrKWhjzitNo
http://voxeu.org/article/global-corporate-saving-glut

The bubble of our day?

WTmnlzYxrqB8AtHu45DUZjlDLGe5h8pDn5RzgQihu2ZkPXz7fSmN0A5yJup1AsfoxBWfEzTDS4R4U0FGy3jV5F-6U_SOR7Gponjd8QDw5sHJZApOcMbCiu-m-hwMcVdqNeEESJ7h

https://www.economist.com/news/finance-and-economics/21720134-japan-dominated-index-late-1980s-didnt-end-well-americas

Two chapters of the Global Financial Stability report have been published!

9MCkDx4s0LZvbH7zUJ3uMk6ng94FzeEaqWPuYvdxRFHYbwVWMmsCHVUWXGVIvq9GVXpr0M_ANVOQYMcnhvryF09BJF5hN5yfcXaLNtTkLtQI4-wezd6r7WC8iZ5KdNHgCCV2Zu7G

http://www.imf.org/en/Publications/GFSR/Issues/2017/03/30/global-financial-stability-report-april-2017

Hardliners on Brexit

HaeoD_NzqKJOlHtVqG6-v0nXDyXlQmInFkZzlpfuPpidh_IIHUnpxbfpazV4QMWu1udr1gTtCanOjX7_bqZzt-gNAzLqpX9qncX-GIKyZWGQ2GqjLTvskjIwiKBOq1nDCs5bt6UG

http://www.economist.com/blogs/graphicdetail/2017/04/daily-chart-2

Pretty deadly title this…

9TaJYx2z7XnAeVyS-zchTRilVoTHzofL0suoX45MW-bymBhzdTT7oL4Baa127OMnd0caMXDFhl8S1ZFzSNGoyzvX8S3Xlm9eeFYCZHbJ5f2tNu6xrCDn4Wi4RwBLuCgfRvKS6-gj

https://www.bloomberg.com/view/articles/2017-04-03/capitalism-communism-comebacks-and-cows

And here is some more of that

Pgi_5Bn9l27CeGy9T3A0oAI2yuxV2J29SlJdQuSaJOYwg7jEywdxjFz0WyoYEScC25BBAkyRTFifZUo_s8eQjAr2itE5Rsbf1ZgvaCoCD3K_bOxo_uutF-7TcsewNcg5gnzoKp0t

http://ritholtz.com/2017/04/sunday-reads-87/

Obliged reading for all: the IMF on the Netherlands!

KlRHaYUuCfiEOroV_Gp6O9usvhVGTv6jL4rBusA_Xv1il-hGQ1UXV6NzKj9eiWK45BesyINT5NMGwq_Dsyvlr-MktZCutlbn-3cXHyGFssKwEFFI3RpNc9SDyyCcQpZkOoyjismQ

http://www.imf.org/en/Publications/CR/Issues/2017/04/03/Kingdom-of-the-Netherlands-Netherlands-Financial-System-Stability-Assessment-44790

The canary down the coal mine, or just some noise?
BNZf7VEp_LwanNwTEkb-Ue9UuI61_FTewzw4T1xp1kN9wawC7vwdWGE2Q2E4V9fw34YuYIfrijGALGVrSCN7g_oZ2PitR_oOxyEneYiBvg0KGgPB3XKk-Xe08kFdNg1bkipVanSz
https://www.bondvigilantes.com/blog/2017/04/06/cracks-reflation-trade/

China’s confusing trade numbers…
X1KtRuaVEm-LI1sPHkF5iNWyFWYZK3tpikFIrDaRc6Z-tNn7M8VRZGAihqs96NJH4miyh02ggijzk0J_lzmmauejNWwZ5gkz1B2AJqe4Dm2TwW17Pzmn2SL6_hmyGpvLdI3GReZr
http://blogs.cfr.org/setser/2017/04/04/chinas-confusing-trade-and-current-account-numbers/

Cool chart on the historic composition of the Dow
XZ1Axd0L7HqgJtotQKnsbgejXiyS0BBmbMuyT17B_M3YUr03B4xjKjgY7a-AFEuoksApbV28JGGPimwi28cRR4hpcvM_xkErZyVJ8YxC4MFvOliJxrxbo1M0p3cJ79hSy2CQ95Ef
http://ritholtz.com/2017/04/life-times-dow/

Painful.

5W8VhMqFe9hjma7_uyUub0GvldVnabFL4Ixmzt9WwLrFr_fNed79Tzj20GjBOGooq67cgbqSipVcsEPh715t-peLCCOymHazsipGXXJNSwZA2k2JEvB8T0-VzfjcYZi4QlW-ElL0

http://www.etf.com/sections/etf-industry-perspective/vanguard-evolution-active-management?nopaging=1

Remind me to revisit this, five years from now…

3a3DPzQbBYF_goi27v0wcWqtWEmrGuIlbsqz1ewYfldXrjAb6jH-hjsysMPJZUKNCoV6MmVroBozQ_LHwqZoyxpa-MuDMvWXvwPV5Ey5onnpQdwnFoWXsYNTUAe4v8-jCPNOszn8

http://www.businessinsider.com/bank-of-america-merrill-lynch-post-brexit-trade-deals-2017-4

Interesting chart. Look at France…

dxTBy0NadGRHsnv4m3XbPcBemt36s5Jzxca0H677DXISqoJeGrKmTGZ8lrlil-1jHCt3qH-VtpJqv4DITGK29YhqnEPKflBwP5yhz_4EOzEFK0nkw2MQdZkd8GaeIDNKkvtXLOj2

http://www.businessinsider.com/jpmorgans-jamie-dimon-on-brexit-and-the-eu-2017-4

More on the productivity puzzle

Ako0Go1wOIw5Xtrl9xkyAdJPhuz5qZ54XVM5bDKQsJ79nh5Q5UoMSMKmuIunjARBaU72D9qJAknMmOMZoFRDRAmaXpH8PWg7fWsjkoHwlqlnucKLmjekz2yKtXHmIYYD19KTe0CO

https://flipchartfairytales.wordpress.com/2017/04/04/productivity-and-bad-bosses/

“Does productivity drive wages? Evidence from sectoral data”
C-pvsPFHBOzk_NBW66xklr06UyhwVFJCGQMoqjwifVRJI4V_pQgfrsjM-885aYVjLsltgc8HOm6jgyQoJ-gi5NQq2e3WY7c9thQ44-dh6RAAzIt45uDYGR3BEaABwPDoEfAajn7j
https://bankunderground.co.uk/2017/03/30/does-productivity-drive-wages-evidence-from-sectoral-data/

Play the fool, fake or truth quiz of the Economist
XOe75sqazG9_OTwZ3TMSSojvPKIgaks1AhSN-lNnNxTqSxcTwoPdSBjLVgZOy0qT7tsUx28ZSAc_Cu2fHPOeQkCdavWucJq7X6BN4_wx98joF626aXrBEmwxOHfu2zzeX2RS_9wZ
http://www.economist.com/blogs/graphicdetail/2017/04/daily-chart

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!

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