Good Morning. Cool. Japanese Investment grade is the positive outlier… (based solely on spreads)

https://www.bespokepremium.com/the-closer/fixed-income-weekly-91317/

Some sobering pointers on the Chinese economy

http://www.baldingsworld.com/2017/09/11/catching-up-on-the-chinese-economy/

The title seems to suggest that negative interest rates are not part of monetary policy? “Optimal Monetary Policy under Negative Interest Rate”

http://ritholtz.com/2017/09/optimal-monetary-policy-negative-interest-rate/

Come on people: only 30 pages on Big Data AND from the IMF. Surely a must-read?

http://www.imf.org/en/Publications/Staff-Discussion-Notes/Issues/2017/09/13/Big-Data-Potential-Challenges-and-Statistical-Implications-45106

“The Fed’s Bad Options for Addressing Too-Low Inflation”

https://www.wsj.com/articles/the-feds-awful-options-for-addressing-too-low-inflation-1505313425

Ideas are hard to find? Hard to believe…

https://ftalphaville.ft.com/2017/09/13/2193664/its-not-about-the-low-hanging-fruit-its-about-the-ideas/

Volatility is still low

http://www.businessinsider.com/dangerous-low-volatility-inciting-financial-crisis-flashbacks-2017-9

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 Do not quote unless specifically cleared beforehand!