Best of the Web: 17-12-15 nr 1796

Good morning. Interesting chart on the Great Recession
https://www.economist.com/news/finance-and-economics/21732529-governments-skilfully-tackled-symptoms-not-underlying-disease-decade

“Corporate leverage in EMEs: Did the global financial crisis change the determinants?”
MB7G4CWiXz-uN6EVKPbd2IUUdMVU5N6ChGUO1eJhqFdvNNl0KhgE3RS59kP6grCBguABvC9_ZdVRSRu6b6_iuNUZAj6Y-Q3us8M3eIEPPf5zmBsAC9A91L_C5XGfpnS3ce_ajeBE
https://www.bis.org/publ/work681.pdf

Why is everyone assuming that higher short rates will not push long yield up…?
https://pro.creditwritedowns.com/2017/12/yellen-the-relationship-between-the-slope-of-the-yield-curve-and-the-business-cycle-may-have-changed.html

Emerging markets are hot
R9VHK0uWEfv7Zh4iOQ_lD_SaGPIo_PIpQnyJyAm97o8_3cZn9S62tHG4nJxTRzyjOb2JeN3MuxUhqpvucUf7OcyoztQcNCEmkPv22M6OSEeIUSBBUegMA5DLqeCSrStGqZoyhqVq
http://ritholtz.com/2017/12/emerging-markets-best-gains-8-years/

In fact: “Emerging markets are back”
YIzMLVOjzd2xLWXLPpsdvQuJDpYAyqbegbzdNEpFIiqhfZbvpWITo0Wiwh4amoMKveJnoJ-WGKuvd9MUpf8QkZ9WsymDj9sl0wcDvUmZZpIaqX06Z1w_s_R34ujZpXqR3J8WUjg_
https://www.bloomberg.com/news/articles/2017-12-12/the-hot-spots-that-defined-a-year-of-emerging-market-ebullience

This chart has probably been true for any generational breakdown
KRr1705zUSfS2ZbYNrpXlLSgrrAhZf9cTbysDTdBe2fRFfXey8oQ5aO10hOYew786ra5HlDj1eL_K2mN-BFWZf4yWK3952y8UnHNpza_myquDlbBokQ02gOUis7LxswZiSxlFJMT
http://www.businessinsider.com/the-tech-companies-in-payments-report-2017-12

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 Do not quote unless specifically cleared beforehand!

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