Best of the Web: 17-11-29 nr 1785

Good morning. Remarkable: volatility in a 60/40 portfolio

http://econompicdata.blogspot.nl/2017/11/volatility-may-feel-more-painful-next.html

This sounds like a should read“Resolving China’s Zombies: Tackling Debt and Raising Productivity”
st7QcoyQSfwlMXV2bu78D5kM7t3z4ZA8sZx-rLKypcpzSrPOXIwyERAHu9bm--sL5HfuPYw9MC3msUA5owNQxVG8hJrHSQj-VUK2Vj3DInL-FZkE3p4l9QJF6TyCiOIDHXG85PVB
http://www.imf.org/en/Publications/WP/Issues/2017/11/27/Resolving-China-Zombies-Tackling-Debt-and-Raising-Productivity-45432

Why US inflation has been so low
ERuWcehzA1Gj1uTQPDA-_zwgZdtpkZ-6QK19epB9IRQFXu4KZPdpamkeNZgb7P4vrCAUClR-jpB9y9CADPOKfw8h1c5CzjyqmTvCLbm2635oHY9JseBHazpsEQXUpe9M5H6UGVJ-
http://www.frbsf.org/economic-research/publications/economic-letter/2017/november/contribution-to-low-pce-inflation-from-healthcare/

This cannot be coincidence, right? 🙂
u1rJv72myDddwxkstbol_m7wp7of3UsbTniXyriDGxxVF1wJ200J9XGxg_LBJsnYzqdPsgeNaHZXnIFlkTA66yWGSIxY4qqsVfDke0Z9iZ6ODM24reLb4fjt_6kWxUnRTtHF7-cb
https://ftalphaville.ft.com/2017/11/28/2196193/productivity-and-the-crisis-of-attention/

Remind me to read this one: “What Makes a Safe Asset Safe?”
wQ7ziNTBi6TQKGNmadAuZ39vz7T-25c6J90yKL2QoKtZVYCTyezDxIWm5PaWEuwdP-0buRZz9U2uJZSNI63c8ORqsz0i6w3oF_V8B5bPhNHDMArKNmV04XXSNrDvZrcx4Vh_Y0K5
http://libertystreeteconomics.newyorkfed.org/2017/11/what-makes-a-safe-asset-safe.html

Hurray for Abe!
K-3D1h347R1-gswEpvORrKMkBFQTffjhWOjJgGdO5hs8k1Zow5d0NGKHeXLmjVRi__1xrkWNDahpdxRnrochEB-UX0LVtOL0r4UVkOsTw2Jk12UwsgUzQLb2Ldt5xFC0m1g7Iw8-
http://macromarketmusings.blogspot.com/2017/11/abenomics-update.html

Best of last week
b5DjHrjg73XZFdGkbUxu9KOnMjRaDmoDDE_OSEXxWF5GiD0svSdXWc_Khqru0dJ1vLGt4gXa7dQljNEXlT7RpHgD73B-NMDpPva9_mM_CQawk92TFKrUwS5vnuqVqDmm-Kqvq-wI
https://lukasdaalder.com/2017/11/24/best-in-economics-this-week-november-24/

The short version of tax cuts not leading to lower debt
k_NTZ2aBOZmjOJEAqzac1AziTsUCwEKT0cEdtuJIV3PJ1s3pRMzhdd1M-HqTFOmqn0h8od_6FIMj7HCLsqUajf79uz3SPTRJ1Jn3OsIG84B7pbyDTym18-g3SZ9JZ2ZFendiWeKm
http://ritholtz.com/2017/11/tax-cuts-dont-reduce-debt/

There is less security in corporate bonds these days
eYDQfNqxGFKErpZByzRk-RpQajVrr2z5847XGYK0XRu8B360cMiv7TCtwr-jeOX8xETHaqTxUHzz0PQAT17xsFJNOGhLiRxD9gRudQkVy6zaXMp2ZdcG8beYjh5P83vU_wSDDjE7
https://www.bondvigilantes.com/blog/2017/11/28/low-yield-low-quality-weaker-covenants/

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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