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”

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

http://www.frbsf.org/economic-research/publications/economic-letter/2017/november/contribution-to-low-pce-inflation-from-healthcare/

This cannot be coincidence, right? 🙂

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?”

http://libertystreeteconomics.newyorkfed.org/2017/11/what-makes-a-safe-asset-safe.html

Hurray for Abe!

http://macromarketmusings.blogspot.com/2017/11/abenomics-update.html

Best of last week

https://lukasdaalder.com/2017/11/24/best-in-economics-this-week-november-24/

The short version of tax cuts not leading to lower debt

http://ritholtz.com/2017/11/tax-cuts-dont-reduce-debt/

There is less security in corporate bonds these days

https://www.bondvigilantes.com/blog/2017/11/28/low-yield-low-quality-weaker-covenants/

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