De dodelijkste acteurs

Good morning.  This one is interesting (if right): the bull market in stocks end once the yield curve flattens

http://www.bloombergview.com/articles/2014-05-16/ritholtz-s-10-friday-reads-lots-about-hedge-funds

The difference between the US and the rest

http://online.wsj.com/news/articles/SB10001424052702304547704579564292749621218

Best of last week! Get it while it is hot!

http://lukasdaalder.com/2014/05/18/best-in-economics-this-week-may-16/

And yet another good chart from the Wall Street Journal: how China replaced Japan

http://www.zerohedge.com/contributed/2014-05-17/traders-take-playing-japan

Quite a different way of looking at inequality…

http://filipspagnoli.wordpress.com/2014/05/15/income-inequality-31-the-strange-case-of-the-rising-middle-and-the-hollowing-out-of-the-center/

The red, I am not surprised about, but France being relatively ‘young’ did.

http://www.businessinsider.com/population-over-60-map-2014-5

Capital flows from and to Emerging Asia… (ignore the dotted line at the end)

http://www.zerohedge.com/news/2014-05-18/are-markets-punishing-russia-or-all-emerging-markets

For the record: I trust my family completely. But I do not trust these statistics though, not for the Netherlands at least

http://www.washingtonpost.com/blogs/wonkblog/wp/2014/05/16/eight-surprising-new-findings-on-american-exceptionalism/

And here I am thinking that Will Smith was just a small-time player…

http://www.ritholtz.com/blog/2014/05/the-most-lethal-actors-of-all-time-by-number-of-career-kills-on-screen/

Nice one: this recovery may have been weak, but it already lasted longer than average

http://www.zerohedge.com/news/2014-05-18/take-dive-dash-trash-waterfall-goldman-sachs

No clue whether this is helpful, but it sounds promising: “Traders’ Guide to Global Equity Markets”

http://www.zerohedge.com/news/2014-05-17/equity-market-structure-minefields-ultimate-survivors-guide

The schedule! For this week!

http://www.calculatedriskblog.com/2014/05/schedule-for-week-of-may-18th.html

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.