2017 in numbers
https://www.bespokepremium.com/think-big-blog/2017-asset-class-total-return-performance/
The ECB takes a stab at what drives metal prices
https://www.ecb.europa.eu//pub/pdf/other/ebbox201708_01.en.pdf
Let’s see what will happen in year two….
http://ritholtz.com/2018/01/trumps-lies-vs-obamas/
The Eurozone recovery
Brexit is not the biggest problem of the Conservatives
https://www.economist.com/blogs/graphicdetail/2017/12/daily-chart-1
Remarkable outperformance of housing versus equities
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
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…
http://ritholtz.com/2018/01/institutional-investors-chase-returns/
So tight labour markets lead to… higher wages…?
https://pro.creditwritedowns.com/2018/01/wages-might-finally-be-beginning-to-rise.html
Trends in international banking
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 Do not quote unless specifically cleared beforehand!
Best of the Web 