Chinese economie lost de Japanse af

Good morning. Spanish bond yields have dropped below US yields. Go figure… 

http://qz.com/218639/spanish-bond-yields-have-dropped-below-those-on-us-treasurys-but-it-doesnt-mean-theyre-safer/

 

 

Nice one: on the decline of Japan and the rise of China…

http://ftalphaville.ft.com/2014/06/09/1870972/the-recovery-of-global-goods-demand/

 

 

Looking for cheap stock markets?  Greece and China are the hotspots to be right now!

http://www.ritholtz.com/blog/2014/06/worlds-cheapest-stock-markets/

 

 

Interesting idea: use linked-in to spot trends in migration…

http://www.project-syndicate.org/commentary/mohammed-bin-rashid-al-maktoum-highlights-the-success-of-some-developing-countries-in-reversing-the-outflow-of-their-most-talented-people

 

 

The reason why average hourly earnings are not rising…

http://www.businessinsider.com/chart-jobs-growth-by-industry-wage-type-2014-6

 

 

…and talking about US labour markets, this one is always insightful

http://www.zerohedge.com/news/2014-06-09/us-labor-market-one-chart-according-fed

 

 

Inequality in Asia: how China has seen the biggest move in Gini-points (but it still is on a low level)

http://www.imf.org/External/Pubs/FT/irb/2014/02/index.pdf

 

 

Imagine scoring an ‘own goal’ at the world cup…. Apparently, it happened 33 times…

http://www.economist.com/node/21603828

 

 

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 Do not quote unless specifically cleared beforehand!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.