Best in Economics this week: January 5

2017 in numbers
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https://www.bespokepremium.com/think-big-blog/2017-asset-class-total-return-performance/

The ECB takes a stab at what drives metal prices
GcrV-OEOZIqp3CgNqWY6A_bCedQ7OXJmRmkSJZ-m11Fbf8jeSrgN_GPoOnfJvNpL6Xm87Y8GGAA_LmaOFvLmkYsV2r0fTePPB-G81KqxvCARAo9cBd3K4u4THMApbv_qKCIY5l-V
https://www.ecb.europa.eu//pub/pdf/other/ebbox201708_01.en.pdf

Let’s see what will happen in year two….

KSrIauwhd2uncytq8p3ZM1LQlNrThpyw2BOqoHFtw8opYne0BjjrD9Xl9hvI1FQiyC6MTWOHwH1Pny_xII0FHZsG6te8_-X3ds44-_DKr8dlUTGrhw_zkNa_WoPGBe9KA2Dw1YMm

http://ritholtz.com/2018/01/trumps-lies-vs-obamas/

The Eurozone recovery

f_GGII2S6P9rfZl7ekCclT9-a2WjLtIkYDMZFWGUjzpiYLCBwRdLdU___sdd5AN4wz6RfwUQcRHcl2WDKGWDDQ-3nsBryQd0wW8g_hzRr1mHoJvWJ8o5FjM8v1P4PM4t0SGXlvl4

https://pro.creditwritedowns.com/2018/01/the-eurozone-is-fully-recovered-from-the-sovereign-debt-crisis.html

Brexit is not the biggest problem of the Conservatives

PLd8_UAcMAluLOZ-0OmfSosXRbbNvZ66HBTc-PMveRFgtfdswcB2qyJllApajAAxt7ebu4Ym7m6diiGiWJePfAvkpJSDfM1X_W-ljzPyb2-ADpGncF7pEd8lFdLo45IMveRB-prN

https://www.economist.com/blogs/graphicdetail/2017/12/daily-chart-1

Remarkable outperformance of housing versus equities
AMgFkUm3OBdnqqsGdnukLCIiF6NZzbnmUNnhJLPNG2LP_p4IkYOv8lh19vmP8TXDmH_CIic5Yhx1Xjj5X2QLxCSFTs9SpM3NKJmvMSPf1lMZzpcVipvHARK1ybv8dEkssHzTf807
https://www.ineteconomics.org/uploads/papers/Jorda-Knoll-Kuvshinov-Schularick-Taylor-The-Rate-of-Return-on-Everything.pdf

Flagged above, but now in the Economist
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https://www.economist.com/news/finance-and-economics/21733988-property-yields-more-shares-and-bonds-investment-returns-outstrip-economic

Institutional Investor flows are correlated with past returns…

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http://ritholtz.com/2018/01/institutional-investors-chase-returns/

So tight labour markets lead to… higher wages…?

HROPVkDoR8RG2ddpsw3vfrtmpW2XpeVSe61qVB71AFT7UcVFRVgKTtCrvBwh4bPZVtt2gfMJRbaBFuXkm-yMxgM2GxsiS7oGlK1KJrsypPJqwflOAnks3sUof2aTDwUkvTEHWfWe

https://pro.creditwritedowns.com/2018/01/wages-might-finally-be-beginning-to-rise.html

Trends in international banking

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https://www.mckinsey.com/industries/financial-services/our-insights/the-new-dynamics-of-financial-globalization

 

A complete overview of all previous editions of Best of the Web Weekly Economics can be found here http://bit.ly/16dkN6i. 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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