The world cup of…. eaters of animal fat! (and numerous variations like that) (via @went1965)
The reason why rates are so low? A shortage of new bonds, apparently…
….but, look! Let’s see what happens if Japan reshuffles its pension fund… There is only US 1.26 trillion invested there…
http://online.wsj.com/articles/japan-public-pension-eyes-autumn-reshuffle-1402403584
Well. At least ‘covenant lite’ sounds like a less desperate sell than ‘Subprime AAA’
http://ftalphaville.ft.com/2014/06/11/1872852/those-who-forget-the-past/
Numerous charts on the Chinese housing market
http://www.zerohedge.com/news/2014-06-11/mindblowing-fact-day-china-has-over-52-million-vacant-homes
And speaking of housing: the IMF is worried that prices are rising too fast again
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http://www.ft.com/intl/cms/s/0/91bf83de-f17f-11e3-a2da-00144feabdc0.html
I am not sure whether this chart is supposed to show that rising minimum wage leads to recessions, but if it is, I am not impressed
http://econbrowser.com/archives/2014/06/more-curious-correlations
Cool overview of what happened to the US stock markets over the past 100 years or so
http://www.businessinsider.com/evolution-of-the-us-stock-market-chart-2014-6
Some beautiful pictures taken from google earth
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 Do not quote unless specifically cleared beforehand!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.
