Best of the Web: 17-04-06 nr 1643

Good morning. Don’t look now: the US high yield market is weakening again…

https://www.bondvigilantes.com/blog/2017/04/06/cracks-reflation-trade/

The news that will dominate today…
http://www.reuters.com/article/us-global-markets-idUSKBN179031

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

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

More soft data
9AUaRUEZJ2q-uW-GgEuV-_9tZnuxzAOwgSx9n007y0pqOXIysvXBMIHYDKb1vbn6A7pKkSUjj4QJ-HQlVO5hAF2BXPNLtVEWEXpBoz8ONNuWHHh7yZKTw0KsuNmOewOekd778l9X
https://www.bloomberg.com/view/articles/2017-04-05/the-fed-knows-better-than-to-be-fooled-by-weak-soft-data

Repo market technicals. Get you repo market technicals here!
XmsGKeu_H9bwekY2t-tVHabvnizrfxQiicuHgY-8TCcW3z5bo6m6nBBdqlQ6XBSaV4capj689fa8r_praW8wjjHYzvXKkvOEVRiU73CwDO-oQaF4E8Beo-gKHX7nPIQ1ornLlvjn
https://ftalphaville.ft.com/2017/04/06/2186953/the-ecbs-upcoming-repo-market-headache/

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

Meanwhile in Venezuela
4x-MS5NHPJfwWhFPHIlLBJu-O9FsYQGELl_0s7EBktWwsH06j6kwO3K8jWsGNzBYWJbv5KrhIGSDpphAjiaSLXUxFIbUvCS8Jozo4tQBWttEP2a5s3nn4pwY0L4sEae8XPgvzyML
https://www.economist.com/news/finance-and-economics/21720289-over-past-year-74-venezuelans-lost-average-87kg-weight-how

 

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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