Best in Economics this week: July 14

 

Political risk all the way back to 1900
wff3QvwxRCSxQ2SFKNV9i0JuozYPrSiVxfGgMGdAHLTxs6QIjanK9TiASLSe2FGc7za4gsdDMtCozPJvETfLj7tIjdgp5WzrXQZvlgda_UgyfAdm3BBU0KlRxXcjTBeWIq_3NY-h
http://www.businessinsider.com/geopolitcs-oil-markets-2017-7

Another way of looking at the value of US stocks
w8wT2hYMeTnx2vvVnkhax-TY9bFYkvH3Gdu6bFYv8xZ7rmrhkSpyj9g6-yYsa9uG-gReJdL3dm4ACqx92lgKfY85jW9E_CKqgm3aIinbYExTbp4iQAjeoO4kqslUrFPEZf7w5-mJ
https://www.businessinsider.nl/stock-market-icarus-trade-could-pop-bubble-2017-7/

Dark pools. This is not about swimming nor about biljart
r1avaY2K4JypEcwY1hojXj8HAwEIn1YRoEE5TYiiZ7MmWky6n1fuJfmNTpx_9dy9czoJeL8LmpnLe5g5BNDzCo4Bc2PRNeQaRH_OvfJOsrgE5fgZ7n7cwJOvK8pl4veEHV6nv7_Z
https://www.ecb.europa.eu/pub/pdf/scpops/ecb.op193.en.pdf

Cool animation on migration to the US
MlxHZFbHWekL2iuoGfSJCC7zWbLsyRkLk8CNiwlNwPAKEwEH6vpbNxJMho2CQP8PVgLoZ-DJyveS2OGTqx9RSOmQ8jWNp49z5zST8nMwoU8Lh-Un_3RgSKuB-DdpUpIXxA3mneL-
http://ritholtz.com/2017/07/who-came-to-america-and-when/
So true.
ddvHZphWRcJFIBymyA0MYQJjXUGVTTU14SNxNZrL8PzXGYNx4qJSazMzBHOmuhtJXnreLlvxiO8gvThcHB35zfI50aKcDfu7heVqpyBTVR-C3cXT2EmNe4YT34XbU5mT4wOn4DaN
https://twitter.com/xkcdComic/status/855272429286965249

The last possibility in my lifetime to see a European eclipse, apparently. Very cool overview from the washington post.
ELtrG-Ph2_YGVF9YRd50EoPsTznXXMrO9d9oPtOUS5f3796Xg24j44nc4GggYM-_-6wdpLvrPTjp_RfrihSGoGkXMZuJmEB31W0VoBDVIGWIlC86L6nqNj2EHczxlNhrpzxgeyIV
https://www.washingtonpost.com/graphics/national/eclipse/?utm_term=.839d0bedd192

Know thy bear market!
_dA9eV60aughPGWmB3_K0Iwa2i015sufxjediWo-TVirQhaNdwcZvaQO7YKX_2XDJM804UZ_fHUJD07TrglUkMk8AHI74m60F4-HlwbIgqPRHgxQg5lUwdjBd75FPqT6vjXg4SZF
http://ritholtz.com/2017/07/annual-returns-intra-year-declines/

QT, the reversal of QE
y4d1O33lB8loUJQxSAAargREBm3jCpTufAcOgWuSlsfuqMCLJBU1zt4HnN3AeYlPMg526ykqeu47ZmrTzaGJ6AiRV2f4OYGSNNunC1XLpadBXRoCWr8aXijpKFdzkzkjq7TJI-XH
https://www.businessinsider.nl/federal-reserve-leaves-questions-unanswered-with-plan-to-decrease-its-large-balance-sheet-2017-7/

The German country report by the IMF: on wages and inflation
eCP_sNGi8oSPS1PQkVTxJultmGC8Uyy_OtytDobDmEf1iDnXgfOnKZJkVKzbmFJPJZNQn7AvbHskDo0qeAtZZws6-EsKap2Yo3ChbwPFNLLuYEc-cGiZzPXNjhEL80-F8IotwMNx
http://www.imf.org/en/Publications/CR/Issues/2017/07/07/Germany-Selected-Issues-45049

The lack of inflation is not just temporary
CLQNZXJUNLKPBvUxj09QF8nkCEJLJINJMiklxoDcZabKRLwa-MIUCTbZjiuFlBbfbATjhMXR-Z4gRsaaP5EwZUbMB05Rz4hUKtY0mWaQeRfvJYuC_rIJ25Ui7OSn_RyKXiat8ZlL
https://ftalphaville.ft.com/2017/07/07/2191021/slower-us-inflation-isnt-just-the-result-of-transitory-factors/

Cool chart on volatility in stocks

ErGXKVHHsmV4CkadpUR1UfeCXtC6gKDTPJWuqvxxSTK9N_MIhWnItavfw0tarKaj0oWnAXf7ztpgFF5wPTg419fuTnWiscsdUwdcrY_NLc9VddqPCN5IwYkXgo9KLuU4T8T7saI3

https://www.businessinsider.nl/stock-market-blackrock-investors-risk-2017-7/

Credit Quality is heading lower

FZMCx-xzVKm1hZFSEHG4m1LgaseH4LseMbP8r2INylvh6cZyRzl0PcVp7lf3rzX6n7RXSySKWAo998yamUeyyi_eGHCk8HifBEeTegiLEWf87WLpvwqAAcMoaEIAbt0h_8S6C48I

https://ftalphaville.ft.com/2017/07/13/2191354/this-is-nuts-whens-the-crash-36/

Now, this is interesting: both Suriname and Indonesia score low on activity (based on smartphone data)

CIJY76XeOc_8pPTSnuOKcbhuOugctaA0sMAuZfRZNoVSHdnlvDXVjN8OMED-NqruNsiHWFdT_ahk9RxlSN-WBa3IKmyZvkNFqScnVp0xVJN-q1mNpme95A4W8z8RmjFAhL_TEHb3

http://www.bbc.com/news/health-40570442

Interesting chart from the IMF on Russia: what if there would be no oil…
NZACQuL8YIA7aGXGYMZMiu_3x45dMyxO78MphkCU1vnmsLeWK261VTiHmEh7JCSEkS_QOq6Wny9egi0tHuWBGNPFm2UGMoDkCr8SK0MdyCOzhDeur9AmUD-8ZcmcYuKtKWFVA25Y
http://www.imf.org/en/Publications/CR/Issues/2017/07/10/Russian-Federation-2017-Article-IV-Consultation-Press-Release-Staff-Report-45054

Unions no more

vZWweV_GJCH1Pb_MTvWbsWqGn3I5QdhyniE2kAE-TslicUinaECV8ssbQdTbU_-ffhgCzLxTKpLHF-NIwLHZhIAIf1wSasdnlJirK322nUVkNNof1XgWg5b5_l2jJKH8hN7D5z-t

http://voxeu.org/article/trade-unions-employer-organisations-and-collective-bargaining-oecd-countries

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: July 14

  1. Pingback: Best of the Web: 17-07-19 nr 1707 | Best of the Web

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