spanjees
Best economic links of the web 2018

Best economic links of the web 2018

11-06-2018

On the weakening outlook for High Yield

  • Lukas Daalder
    Lukas
    Daalder
    Former CIO Robeco Investment Solutions. Daalder left Robeco in July 2018.

From the Financial Times: “Donald Trump goes rogue at the G7”
0gF0sL_zxm12q1LUbkXGLcv2QuXCMztmYSbZIkvOObtz9oBTMW2haXIYYOzJ1e6coQ2slRdepFBHY5Fpxzkjvttc1eOX_aX2-1acGrO4_jEtFLznX1eWQkNPl6RsbgNKA-Q6im4A
https://www.ft.com/content/ffd28bae-6cb0-11e8-852d-d8b934ff5ffa

The lack of a bubble in Tech stocks
MEU-YwzV1HPYvq2hErPpy7e8O8vt-l_8ipR67ibJ4Z1utO8GwW4mlJ-3pQqnE6sp4_OheOIReyEYNH_qddJ_nWD1Gehlkw7GVHfSUnJDYRrEEHbKMKHRpOmgA5dXuWyVRYnp4BpX
https://ftalphaville.ft.com/2018/06/07/1528344000000/Tech-is-not-a-bubble/

Bitcoin is going for a new low
j97MVA58dFw7GFIg5-NLi_cmhBKG73bZM74aquLlHwLww34JQMg7o1U6jNs2mbS3lG5PLjcoCNMiJxmI9s7GqfvjtFfANeIqG5oejjLT35qo2xl8djhOqMnLayi3YpSYlSHmqTac
https://qz.com/1301699/bitcoin-crashed-after-south-korean-exchange-coinrail-was-hacked/

From the Brookings institute: “rethinking the Fed’s 2% inflation target”
HzioE3mQBbAJe0tyMgu0SIktQ36pCM3nlxyWSHhvLDX6uirDwauwG9Jv_G45HOL7VXfXMgpRo1F8BDWLqEm6sGE2Ao-lzjj1TF6hP0RoHF_7iEVn0jNjB0HKG2deuT3BzKb49Coe
https://www.brookings.edu/product/rethinking-the-feds-2-percent-inflation-target/

A chart that shows only six months to prove a point
6wgXZnNcd3F5XKqjLOrlg9K_bLJtA9HCKBSQ4mogmYaxrpLsvvvD6y3cMyfQ_IaZomdZ1TtwkGA0GM7FrlcG0O8IXvm1yOSvXYq_GrxwQMNBwCQqFxxu45cXlvgQ0SzguPsnq5Xs
http://www.businessinsider.com/stock-market-selloff-wall-street-sounding-alarm-on-troubling-trend-tough-summer-2018-6

“The Future for Factor Investing May Be Different Than its Backtested Past”
rbzHOzN7-QZ5fXhq_w7wWvKtwoSqCA_Xde7mMMEH_cBHhe7ai8YDLDNE9ESLvSFfF7zj-r759s327Id7LscPYqdXGn2VbpCPqhB2wsMtVsMVuEZXx0HeInyE2wZJVZd211c21ogB
https://alphaarchitect.com/2018/06/08/future-factor-investing-may-different-backtested-past/

And yes, the US schedule for the week to come
FanKgQJmq0rtURkKGIZl7pqQUcxJ3Fbs_af4KUsCyMxkRZuuB-20bD3rpkCs9dRAKB71oJJyavLGOpJtRvWUZ55XD42gEk7Fh-BtyAFtI2LpolQBvxeNahbIzSgDjJQh86UThfYP
http://www.calculatedriskblog.com/2018/06/schedule-for-week-of-june-10-2018.html