Best of the Web: 18-01-09 nr 1807

Good morning. Credit risk meets the ECB…

https://www.bondvigilantes.com/blog/2018/01/09/did-the-ecb-get-their-fingers-burned-with-steinhoff-bonds/

Nice chart, probably worth to read as well: on bond investors investing in the US
O3D76Kx__79CmiFfh7eXkx7wkf5sYWyoLVTGUHIT31tD0ALHUH6X7CPzs_FfmCLzWKetXaaLY8DYXgp1P3JypJl8SyQzLR8hvaxJHaFDpVL5n1y-kF7Mg4Tms9_yCo4i0WO5He0u
https://www.bis.org/publ/work687.pdf

A late 2017 recap
8Tc-wTsVAjNCYVaPec-StaxGhLaLsgXk3O_v9prDdQF4WK8S4RBqpNvm1E7LbPz1vY7cnE9Yf7P2XhNmtGE9uyPEMYrX5OfJ_nHqkXKAIYQhyD98xMSgRtUKkuQYohpwarUIrzKw
http://ritholtz.com/2018/01/2017-according-2-8-billion-tweets/

And this is the version of the Economist
-UQN-1yfeAmjfSVGiSJeAqJTXSZghnsSN0HQQ5BxnCgjRseuAfkOiGBhSrxS86zrkS_ZmJcQ5QPvjb4DFqR8aCJXKL9ir0z8G2CMC4SoFNDFpa8tz7KYjMW91Dj3tWWGvvQJnxFN
https://www.economist.com/blogs/graphicdetail/2018/01/daily-chart-5

More EPS upgrades coming up?
wh78HZaf4MA9RH6TXLvGoTFqbKtH78zNKMS85LyDfUILQQ7vM8cXDAum3KgiQK-QvPsvW0oMAqiDsVkPBrYybf_F2dOvHYWuAMLZk7LXLWkjRLDHJMY18DxoOAvDsxKmsA3R3obN
https://www.businessinsider.nl/tax-reform-effect-on-stock-market-earnings-season-will-be-noisy-2018-1/

Or will this be a down year?
xjhJsqR13Z7nHB880sNwbXvHCW0V_jK1urS_rSrjQFbs_Lk9H8nE80QJIaoI50dIOg7IZt_MA_xModydaHldknpdnNoxaUK6VlorxM5GKncBZHQ5Htvr-1Z1_Zk29liNFfToKjR5
http://www.businessinsider.com/gundlach-stock-market-forecast-2018-1

Let me guess… Fake news?
TubfiBVQMpK7DP0zzmNhC4wd0Y19vZG9_kd8oKgHAm46t3WxOVtM0wRG2aoU5b6m9ry7mSrkkAAV_73DBxGzrODGQ9iYUMeIP3X7gNrh2Y5yP8JoBTnImXT4gZ1A0XvRe1HD8Czl
https://www.nytimes.com/2018/01/08/upshot/strong-economies-lift-presidents-trump-seems-an-exception.html

Probably worth the read: the fiscal impact of QT
XYm5nHPoskN9odstxgIE0A5qokxjZ5ivLewPaEizJ6DyudMa2LUnJPfBBrbRJ85S9GyS2dgYUFdt25wWZ2erkRHKROB63lcN_O5sLdCKOOOiRsDPfLSkiuc77gIl0r3Lp5R6883f
http://libertystreeteconomics.newyorkfed.org/2018/01/fiscal-implications-of-the-federal-reserves-balance-sheet-normalization.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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