Best of the Web: 18-01-04 nr 1803

Good morning. Risk-reward changes

https://www.businessinsider.nl/stock-market-hedging-jefferies-traders-should-buy-commodities-2018-1/

Interesting peace by Blanchard on the balanced recovery we have seen so far (via @leonmwc)
ebtJcXMXpYbC8a8wwdi7HACxOMt-aEANAohO48uV_nvCcBM81q3HxzWUc4tbaGGsjbafPA2dGiPF4nz8i1dDG2wvhnGUgUV5dvwJRHYP40mddT5gj3W4ce42KMzzgkdW8xCg4vAG
https://piie.com/blogs/realtime-economic-issues-watch/unusually-balanced-us-recovery

Leave it to the Economist to come up with a cool chart on pensions
QMoRm79_ZIHTj4uAbWrqmiPSJ7n0w_fsR9IOMCzy1jByx77UNZ8oNu0H0AjqR4T54G-pmjn7Qud6p4sPAHiekVpqhFFvn9IC5N7CvwU6YswuSBrkxM446UpqZbidZxRFLVDWpYej
https://www.economist.com/blogs/graphicdetail/2018/01/daily-chart-1

I am not impressed by the chart, but maybe you are.
TnchRPpvCiFlYjphreXoOCc_JIiTB5vVojDeexWLZ8LLrDCy_gVotbOFW2aCYVaZ0K8u_z1C20nV2qlCgERQDev0DfwC-U1CBRqQRXco5u5fV5aj1FxyCF0NIQg7Tl31GkICAW4F
https://www.bondvigilantes.com/blog/2018/01/03/emerging-markets-debt-2017-post-mortem-2018-outlook/

And the losers are…
21Jj0RbadlFGzI1a7tgiytuQhM6QMLOWUY7QwvBsHn9bk8qxNc5vcmZ3QcrI32IOf-ARgfHqmWpvXkIlV1cgyK2feV4qCZ_RnNSM-vub_kDHwM-J_EDxZ1xYBT5qGC4z5BxolUHo
https://pro.creditwritedowns.com/2018/01/eurozone-winners-and-losers.html

 

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 Do not quote unless specifically cleared beforehand!

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