Best of the Web: 17-09-14 nr 1733

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
bjpFQ8RMgL5HozvKJAzY54KJOqizYoMd-6nEOCDmco6cfI-T8Ue50ugKPa2Nod1jLQSFsUhpdl-nx1wZgRyFAY1GOxUZ8zUifRGIwgUIIy35gy3s0G5at5stcdF1yeRnKYjdj0O2
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”
6maGtJ0Kd6nZDvQaB0aAuA78tWjNTeBH4f0br9XO8txhKBAkvJ-regwl9WVdGBMR4XYKe4SWN_uV5VS4y4ahmAE2CqPDs7X_8dPXgTEwoZufYEVPOYsitsRS3S84gON4l0RS-PBL
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?
XVOUpEOpOFOh1zFNf0xiN0oLjXWkm2CsJHNIjNnsgfBs6GAHFBZtiLMWRnVdnM8tAcjes_Jk5Oqo8Kku0P8tyHNc8Pq2_kZebqLww9grUtdAJRz-tgRHWUAV3buUD1ejNCq_JRqW
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”
F82X6MwvGjRb_KknVcrY0RBbyWf4rksob0XyPEixnplctvjfCV0AyqWSZypaXpbPMJe2vId-XJcL6-gU6unYiE2DLjmqZ3BNygeQ28gj4vwh1WXHE08OlZptpK4r56wMTTs2II9J
https://www.wsj.com/articles/the-feds-awful-options-for-addressing-too-low-inflation-1505313425

Ideas are hard to find? Hard to believe…
7tM1SXVqlREo6cLWyGnI8w-4GM8zpXHnJF3N7E_rzIyoPF25_ykhSfLnYzm2sxbEsXe-u4mddwi2E7LXRFhAfhPForcHWO3A6ZoamylPZJoHRvuM1F9bTXOYYdkCU-On5vmZoX3V
https://ftalphaville.ft.com/2017/09/13/2193664/its-not-about-the-low-hanging-fruit-its-about-the-ideas/

Volatility is still low
IkTU9JNQRwwSH_xSRKG99qOl1Hwx2bXCNlz76u-OExphds_7rtOyueYax7Zb3R8rBgAmrdcvfqBj_sRSdm8rhtGv-NTOkh41bF28HpohfW8iPkG33OoqZFMa3NMQpYgcNJWELwZK
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!

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