Best of the Web: 17-04-20 nr 1650

Good morning. What equity market is the most expensive according to Fund Managers?

http://www.businessinsider.com/baml-fund-manager-investors-underweight-stocks-financial-crisis-2017-4

Ah: I see this figure becoming more popular. Key takeaway: ageing is not equal to more saving
74SOw4sBD7EDyapVanH5gxTBOVPAF6R2zFioEDJucU53uJRjyT9uVrwIk9Q8u3la5IU6ssTifUq-Qm5PhGpCRweIgW92qf3gWswdOM3CpjxLSZ0nKEkzLE1oIVDaN8hU_f990p88
https://files.stlouisfed.org/files/htdocs/publications/review/2017-04-12/household-debt-and-the-great-recession.pdf

Ah yes, the French elections…
CeNq5NQsw50gUSsbMjErqRM4mvGmK8Go76naw9VmCj-wmDHiTJvsy6QqbxoZgJjiJU-XLZ3iY8oH4kNt7_QlK69Ui2LwJFQQYDff9U1YOYA3voHGzqWtK_iZHqXF7aM0CSZHNjkd
http://www.economist.com/blogs/graphicdetail/2017/04/daily-chart-13

A bit of reading on capital flows
4KYhMbAhUszAV8U7iPnd8HHpiWfWiyDIXzxiGP2QCecVwD8WuDRhwpY784Q2AFeHVDzGOeQTlpAWWKKCySn86dEnhIc8tf9FdgCV4lawSK0FMjJfl6YJQu-m1ggmOBkimuCjuLjQ
https://ftalphaville.ft.com/2017/04/19/2187688/the-bis-thinks-capital-controls-are-dumb/

The frontier markets are taking it to the next level
25f7mrh3NX9Pt_DFccfkQNowKNMHvxO3Dm_4xqpRsuZvdt0HbvasJ8tTBK1AFbbhdzaTvZphY8xotg8TFp68qvQG5wIvhKbUnQNmqowYD7VYLkfNEGTJ47RtYnzKaI0Vhn85ILUC
https://www.bloomberg.com/news/articles/2017-04-19/no-more-new-frontiers-creates-index-problem-for-hottest-stocks

The Global Savings glut! It is back!!
nl8hwTwOHpjqrDhXKWtaWDz0xxKm_junrgjtC8BvG5FB4duBVnSJNvSrdciVajJ5k1-ZF_uiDu-vieZG_BORZTxiBmvblLZaulyrUCJ65pC4CrHROlGwSHe2sVG7wdM3rDQ5Jo-T
https://ftalphaville.ft.com/2017/04/19/2187641/your-morphing-global-savings-glut/

 

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 Do not quote unless specifically cleared beforehand!

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s