Best in Economics this week: March 23

Not much support for tariffs…
vzCvDKJja5scnsEcqyRq9OuJwwDlf78DLhMGGO8p0rczDrREkoDhLySxlcgL1gdtepwv_FcTCDpyGo67SPXcNTebqjTHwzmzf1bqN26ulFjUUj68-uPzTLdyJVlCv4ldm0eSFouQ
https://www.economist.com/blogs/graphicdetail/2018/03/daily-chart-13

Oil prices do not have an impact on inflation expectations after all
nySZBWSYtBc4go6FbFrYiHXQ1bLIkju8cYbcoCGjbkiv_nYxck7L9SnnBsFgIqTsbr2zSO_EYU8l-EvAePVoWzRSOvrtqz5lN0EzFTmDveCcdMsF6nOu3ToG7C-iKerNqzU9KvLE
https://voxeu.org/article/oil-prices-do-not-affect-inflation-expectations-after-all

Mortgage defaults across countries

1yz44prTTQ0a2uHUYtZioBQcvu4VNLIBSTA_UwJG4ZEd2p4_984g9wc0FaTruj4dbOGQpD6tKZjVCttGXV2NktkEFQ_RIZWHMCpBOsDcRnGqoOBddVggwdHavtsXabP1_70jMUN8
https://voxeu.org/article/mortgage-delinquency-rates-cross-country-perspective

Eat my dust…
FxBm2JenoBsCaouUsQ2eIoqy0bKHm_DZgtEmHC7MXhLt5aR1avJK0ZLgFezjzXQ9DtTIsB8vkL80athU9VT1ozldR84aUH-MUf7FszFZPgUB-8z1dWUUzg_n5qX-UwgEbuMU8RH0
http://ritholtz.com/2018/03/china-overtaken-u-s-terms-innovation/

Supply (up) and demand (not certain) in US government bonds
AvD3cl_ibjGcfdwmEMAik-4oV_YtveymGLEr6s49u5oVP7LL8a7fAVj5kubWRkEPeKh2SYq29jkGKvSlKmxVHFlqWteQiZazO8cQ1KCq6ZyZTwHGutNE5poaB3jbXKfjNvsgoPJJ
https://research.stlouisfed.org/publications/economic-synopses/2018/03/09/on-the-supply-of-and-demand-for-u-s-treasury-debt

A good ebook on this topic from Shiller (et al): “Sovereign GDP-Linked Bonds: Rationale and Design”
bHngR0qU4epqhZfpvJTljrTPOLwAmq-fZTXtiFVxX65LzUC2GeJiQ9QxwVNl7mtoBKD_imUP28uAcwP0-If2fgPnkc6IgvdsiZtatRoZHbSj4ZCi_-uPyY_bsU__QlO9QZaNAABe
https://voxeu.org/content/sovereign-gdp-linked-bonds-rationale-and-design

Interesting bit of reading on (net) share buybacks
Azwe-FsESS2hT6rijAxr3vHVdDv6WQTJ7nNXm33myuuVIElD8D8SonGDjlvIhis9COfllh2tywUKwTiK4a4WbTHb0xgS4DW3M5FhH-aHMep5GnHjBxn7k14XY7p_4WIdsguktr9T
https://ftalphaville.ft.com/2018/03/18/1521378496000/Giving-stock-away-to-staff-doesn-t-absolve-share-buybacks/

Has the relationship broken down, or was it randomness fooling to begin with?
c8O1rqJargp-9jSI2jv0ZSDcxKJcg0bLzkh6VETZfk6VbTh8fU7heMJ2pWis9VeH2uZ8bad7fGsiE_U6y6h7bA_Zt-qM57Sw2yXYfOXtkv-lHo8-iKTKW-oqv0RP5Ro_ob586MRc
https://www.frbsf.org/our-district/about/sf-fed-blog/boomer-retirement-weighing-down-us-equity-markets/

Interesting report by the ECB on ageing and pensions
pxTzg2JGrFLacZ4F4rY50TfMMjKzSLXt1leE45MW8zkY3moxdmDtCQSL_hyyK6uehGCjwsU59LRQ9Ts9rvjTKo3wQsFIJgPn4MgZswds-eLJcR4bF7ZpjNWkLWQL7iHv3PQTmclp
https://www.ecb.europa.eu//pub/pdf/other/ebart201802_02.en.pdf

Italian land prices are the weird one in this chart

FK_dFHkkkUl9Qhjau4SbynDnhDY-voURgegEDTVM3erkfnCibwCuZOUZyDJV1m-0QLArc9M9nwJAEAwksE7nfssWl0QB2LoG4drUCZ0Ti1D_JSKnjgbOAOkCIdInS-0GMQ_GrerE

http://ec.europa.eu/eurostat/documents/2995521/8756523/5-21032018-AP-EN.pdf/b1d0ffd3-f75b-40cc-b53f-f22f68d541df

The median US CEO pay is now $11.6 million

DkLSOEdm_ckryMSHOGvTnh_dhcQKwjuP4qBsI2OKVjlo74wivA-H6Rt-AHrj3vH9SSrupqoQsYn_1O77RliKYQiQAreM3pLhju7ZUCNTiUqKR4_-zkcuMWh-nQ1O58vLLPeYJ5Gd

https://www.wsj.com/articles/stock-markets-surge-lifts-ceo-pay-to-record-highs-1521624600

“…don’t know what causes inflation, how to measure it, or how to move it up and down”

FdDUspkdtGrC7WZ7unZiMTjW9VuDPP7RDiY8OZ7oawc0YGHX2C30XCeC1uSGv2fQtJCSxUbNW4Yd8YFCAwshbvO_5_zy4yGP-rF07CBb--BkPJVoiYz1obPeMA52-NSOuS_xVMsH

https://www.bloomberg.com/news/articles/2018-03-22/the-great-inflation-mystery

 

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!

One thought on “Best in Economics this week: March 23

  1. Pingback: Best of the Web: 18-03-27 nr 1856 | Best of the Web

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s