Best of the Web: 18-03-012 nr 1845

Good morning. The demise of the US manufacturing sector
https://www.bespokepremium.com/think-big-blog/this-time-is-different-manufacturing-payrolls-edition/

One of the special topics of the BIS quarterly: “The implications of passive investing for securities markets”
o5zYGEBRy1TjxhpbNQECqJIjP4IP2gPF2d5je9W1MqYrPkWxy6zHiYKFfck3znNxglQDueQ2TCtWPREteRSKTqujvGpfQhA_WWqMeyfJaTIlX1thigRTb_jOS5uAmwTsNvix3HZy
https://www.bis.org/publ/qtrpdf/r_qt1803j.htm

“The Big and Possibly Dumb Buyback Boom”
hMD8PtuUzfgdrsN9KA82EcfWjlFvTKMt42ymMJ8NMtBTVJNw5NShhmijpbrpUpUOTjPj2E5rcPXykvVqBJKqFEfJPXbqG54yAd_yPTg8kFcJoxoxCXYHcFnZ9afWQQ6Paz7ZnupH
https://www.bloomberg.com/view/articles/2018-03-06/the-big-and-possibly-dumb-boom-in-corporate-share-buybacks

Intriguing chart. Weirdly it was not doing the round when bonds were trading at 2%…
RCphZPQ2BLC6LVzY1qgA7zcrCITGbpb20WIvi09m0LQ_EDfnj44lI3uTKu0gezMKXCYZQ1o4dcUbDbiAlNwnoM-7b5e79iRw11JtebCzor0T86MTyOJKHOOlv9niepdF-lNH0rN-
http://www.businessinsider.com/goldman-sachs-5-ways-companies-can-battle-back-against-higher-rates-2018-3

Turning things upside down to explain the dollar weakness… Could be true though!
0yftWN3xXHqV049-yKxJPMhBeZjCcD_jbZgKGp3Y6-Ek_ZuUlb3R7XW_BWebROPalCJgBWvEBt4hoLylsiQRz0KxtdjT2KDrJ8_zAgv7Iush_atLtbjyIlCIXUgrBZGVj6hGb6Yl
https://blog.pimco.com/en/2018/03/demystifying-the-weak-dollar-puzzle

And, indeed, the schedule for the week to come
SZbT1d61bLP_V2vyVJ5pW5lgwHjNOrLK1O3JILwTjL80I8418ERDSpvNDGlPKvYZkoqKOrU-ywuxO3lbrTgNZOw5uc7DEaRZA_wT_GsyRA5upv-Pypfo5KBp_uUD4d5maDIr87vi
http://www.calculatedriskblog.com/2018/03/schedule-for-week-of-mar-11-2018.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 Do not quote unless specifically cleared beforehand!

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