Best in Economics this week: February 23

Cool overview of painful predictions (although probably taken out of context at times)
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http://ritholtz.com/2018/02/timeline-bad-future-predictions/

The only real Must Read of the year: Credit Suisse Global Investment Returns Yearbook 2018. Factor investing and collectables!
dbNE7uEkhbkL3RZV9NBkFfkXK--GvscAYDi_22m7pSKESKbQvjVTEEWQGcd1cat_IdmTNgKB--KR_VRN_1XZ7bo3wKbw99P5kVeITgleGmq3nW-k3DjwiT3nGRevOtujIDn5Fdwf
https://www.credit-suisse.com/media/assets/corporate/docs/about-us/media/media-release/2018/02/giry-summary-2018.pdf

And here is The Economists excerpt. The return of almost everything!
fn6reHn8-7KFKbcAi-Z2fwkWxmiMsA4oY-sI_lh1UGPLPzYuDrsryLeBDZrfjDvtZwwkb5bcGuX7nytUJsK3UN48Ar6ggo7cC30UpQ2H_XCbC6J_7MYLqgQ-zZAxJQIOxUEKL1iR
https://www.economist.com/news/finance-and-economics/21737259-investing-finer-things-life-long-term-returns-collectibles

Real stock market returns by country over time
H95o1ojj50TWBPjkb17uaXg7ZgR4ACRnA38GuogyhyAUzksDFTmLba33vmSgLIoS0oaPfdwbU_3PwI9kiYM2nWq0w5GANwmWd0-CuMgR1G7XIk4GdbVavL5f2hhwJpIAK1bvHSMI
https://ftalphaville.ft.com/2018/02/13/2198717/everyone-is-wrong-on-the-internet-stock-market-returns-edition/

This one makes it all clear
jOYjYsnzQ1ChOp3HfrdlXNSDSQZT01uFOKiybpLV456J0-_2CCq74n9m8k42vxJcY6GmH5vjgHHWLxdk3LXuSu5ar2wazN6cQXqTNR8MIFz14AWfLpzJ4A3d70y1M77RdQC3JI8C
https://policytensor.com/2018/02/17/an-illustrated-guide-to-the-yield-curve/

If you are looking for an investment manager, go long
mAwaK8sFS4vk-Ao_eE1wv_t1WiYGsc1aZ_ETfWOObCofZU7tLPeRvRAKavd4xtuQZgfKtPKW3_zx0Vr7iCpfLZ7W6eid-SIiAfFdNKqmef6l4XCHZsKrKiPmia5n_drKQmB-ndMK
https://www.economist.com/blogs/graphicdetail/2018/02/daily-chart-13

So much for full capacity and low unemployment
eLCD0R8ZZB5fAJK0yGq7cgBSQAhqoqkInxvrcgFQ0a0FuoQOJaazrTNKllzPuDLJlboqWZPWPo1T8icKEBA9X60sFOtM0w2v8E3KWFnitaVX5r2994fty8V0J4PfO_IUZbVfTKBt
https://www.washingtonpost.com/?utm_term=.ac979f975bd0

Are inflation expectations on the rise? Not according to surveys
YMSRN6ji9b2EwaWIK7tq9CMfzTNCb5WgD-NMHwrt1l-DUVhbKe8jKVTg2tqvBT8TrzehPUVMmxyqD4UFCQqQJOp-fcrzWcb2TKgCUIXjkUhDAdRXva9dBolvWI5RQPQ5CY3_iyHq
https://www.bespokepremium.com/think-big-blog/inflation-expectations-stable-but-not-yet-rising/

And then, after much dataming, they spotted something that looked half decent…

H7wEq37PNTJnquahLfbWiezFDuI78w4Eazw7r5PUYiocbBes0bDoXdSVpyxsxvZP6j-zvoHgJlpTJEJRea3Df-fPwcMXdZNCO80ot3ZDwbAE8eJVTtuymswucA8gPg8osuBE_cJq

http://www.businessinsider.com/stock-market-credit-suisse-has-found-the-next-breaking-point-2018-2

Interesting read on the productivity decline, with Germany doing relatively fine

WrCCeg_MuWgOQQJOlZfGxNDD9yGY96Ah0Ok_2jXa-oAu2o6Rbe-1B017P4L1zQYvjn1ntiuMlEH1qPjeK8qM9vRZL8iwgYR02uuPWjZtKXOUyx0MuHOsLIH7K2lUd92xApJcevQh

https://www.mckinsey.com/global-themes/meeting-societys-expectations/solving-the-productivity-puzzle

Remarkable how late these posts are appearing…

6CJDAFArmvcNhuiu7Kn5jOspNU0awsLZ7Q9p8lbmKxBWi0CdU9ACFfd06TT62obhoXSA3JCSW7E_CAlLaYXai6fFXGY52tX3w72xafr3p6t7hkWaKWX1byCpiStu7rQdDUrF4hc8

https://www.bloomberg.com/news/articles/2018-02-15/doesn-t-anyone-care-about-deficits-anymore

Healthcare spending in the world
Oje6mYpCY0lxvWzgzW9ydRh3iSEDBZgfWne27gu_9-7DqZ1Od1Ks4xGpJBjZbea6W1FvbBW8gC410hpb1cjAItEglTX5vJySFnE1M9I_8jzdtb-MGzlprW4VjVq-uyLzJpqecw1d
http://www.commonwealthfund.org/interactives/2017/july/mirror-mirror/

Corruption around the world
xgZl1NZYW-gYfktYXoYKttvhALMrObS-JGQojHfvBio8zZhDcajjujaKm1jtIghjs8JOhsPQvoNbuJghx9UIgJCcCkmCqfrIiR9VSZwa5Gy-m5m8LuQ1UmQztyvnXe7d47Y5UsaO
https://www.economist.com/blogs/graphicdetail/2018/02/daily-chart-15

The rise of Amazon… as a lobbyist, that is
RBxdNgWZ4LuzHZN_B1mv01n3KCufkm39Cp-WMrTlfbkOnbJlCjk_zZXCgfFHCHWhdzzY8oWVhoLck6gWFSstwj_YcsrDEOxnU32SCPwctVWtYhc02y1xKdrw5x1FCRT-tTEgy6-o
https://www.bloomberg.com/graphics/2018-amazon-lobbying/

Apparently, I am the odd one out in this debate…

jmvzOYDPp3pNGQw1hJpqOyxsAnawN9WAqxf6nGnN23iFw1PBlOCtcoXHmaYo9ezcbr7aUi3yQ6hgkE550odjfmu7sHfQhAK07Gz1ZAbDfiU7q7Cc-asBBGrRXora8u9JdC95Xc33

http://www.igmchicago.org/surveys/missing-productivity-growth

And here is some more on that lost productivity growth

29FE7xuscAPyOsWgsIvYRsGxAFl070_KOmCJM_w2YIHEVEvwJOSLcqzUox4YUSMP8Yfq8MpkM6kwwSuInBMYQ0ImL5OdcbrpPV0xVCpbhMM4vPcHzYGDrHQgV3rJqWY-KRjQhje7

https://voxeu.org/article/link-between-us-pay-and-productivity

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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