Het verband tussen het WK en de S&P 500

Good morning.  Spot the odd one out here…

http://www.washingtonpost.com/blogs/wonkblog/wp/2014/05/13/is-cheap-steel-killing-american-jobs/

 

Negative rates by the ECB. Somehow I get the feeling this will be a hot topic, the month to come… 

http://www.moneyandbanking.com/commentary/2014/5/12/the-ecb-plans-to-ease-but-how

 

The sorry state of the profession of Economics: the various estimates for multipliers of government spending (old chart, though)

http://www.ritholtz.com/blog/2014/05/why-do-economists-still-disagree-over-government-spending-multipliers/

 

Right. Just make ‘World Cup’ big enough so that it always seems to matched a spike…

http://www.businessinsider.com/world-cup-crash-2014-5

 

 

Cool chart on airliners.

http://www.zerohedge.com/news/2014-05-13/what-airlines-really-charge-1-simple-table

 

Interested in inflation derivatives? Here is what the Fed has to tell you:

http://www.frbsf.org/economic-research/publications/economic-letter/2014/may/financial-market-outlook-inflation-derivatives/

 

Production costs of various oil sources…

http://www.businessinsider.com/crude-oil-cost-of-production-2014-5

 

I found this chart – which looks interesting -, but as there is no proper explanation I am not sure what I am looking at…

http://www.businessinsider.com/financial-advisor-insights-may-13-2014-5

 

Lukas Daalder is in het verleden wel eens als ‘Nederlands best bewaarde geheim’ op het gebied van economie genoemd. Hij publiceert dagelijks een collectie met grafieken, nieuws en informatie over internationale economie en financiële markten. Het aardige is dat je zijn updates in minder dan een minuut gelezen kan hebben, maar dat er tegelijkertijd voldoende stof tot nadenken tussen staat. Lukas is het hoofd van de afdeling Global Allocations en is tevens portfolio manager bij Robeco. Alle meningen in zijn updates zijn op persoonlijke titel.

Disclaimer: 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 Do not quote unless specifically cleared beforehand!

 

Alle edities? Hier.