Prijzen van levensmiddelen in historisch perspectief

Good morning. Cool chart on the growth of the human population

http://equitablegrowth.org/2014/05/29/estimates-world-gdp-one-million-b-c-present-1998-view-1998-honest-broker-week-may-24-2014-2/

…and while we are on the subject: looks like growth will stop in most parts of the world

http://www.economist.com/news/international/21603024-why-shrinking-populations-may-be-no-bad-thing-quality-time

Ok, so we are back to where we were at the end of 2006….

http://soberlook.com/2014/06/failure-of-guidance-on-leveraged.html

Americans do not carry a lot of cash….

http://www.businessinsider.com/chart-over-two-thirds-of-americans-carry-less-than-50-in-cash-2014-5

Best of last week, as selected by me

http://lukasdaalder.com/2014/05/30/best-in-economics-this-week-may-30/

Consensus and lack of volatility: signs of the time

http://www.zerohedge.com/news/2014-05-31/groupthink-101-what-all-goldman-clients-believe-will-happen

It is not the 1%, it is the 0.01%

http://www.businessinsider.com/bofa-merrill-lynch-backs-piketty-2014-5

Nice chart, but I have no clue what the index of dependence is supposed to show…

http://www.zerohedge.com/news/2014-05-31/obamanomics-simplified

Cool: a bit of historic perspective on various soft commodity prices

http://econbrowser.com/archives/2014/05/commodity-prices-and-resource-scarcity

The reason behind the rally in Treasuries

http://www.zerohedge.com/news/2014-05-30/behold-epic-treasury-short-covering-week

And we are heading for a busy week….

http://www.calculatedriskblog.com/2014/05/schedule-for-week-of-june-1st.html

…with the ECB taking center stage: what will they do…?

http://ftalphaville.ft.com/2014/05/30/1865792/ah-i-see-we-are-firmly-in-the-what-if-qe-fails-stage-of-the-debate/

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.