El Niño in ‘t kort

El Niño, the short version…

http://www.ritholtz.com/blog/2014/06/el-nino-and-rainfall/

This one comes without charts: “Behavioral Economics and Macroeconomic Models”

http://www.federalreserve.gov/pubs/feds/2014/201443/201443pap.pdf

My point exactly: “It took a lot of money to build railroads. It doesn’t take a lot of money to build apps.” (via @pietgautier)

http://johnhcochrane.blogspot.nl/2014/06/summers-on-stagnation.html 

The US GDP report.

http://www.businessinsider.com/breakdown-of-horrific-q1-gdp-data-2014-6

http://www.businessinsider.com/why-health-care-spending-in-gdp-obamacare-2014-6

Is this turning into a self sustaining cycle? Profit is used to reduce numbers of shares, which will boost profit per share

 http://blog.yardeni.com/2014/06/stock-buybacks-charge-up-bull-excerpt.html

As usual, interesting reading from @went1955. As for the decline of the US: fracking, apparently (second link)…

http://www.oneworld.nl/bloggen/blogs/de-week-tweets/de-week-van-went-tweets-14

http://www.econtalk.org/archives/2014/06/continuing_conv_9.html

African Merger & Acquisition is booming. So you know.

http://blogs.ft.com/beyond-brics/2014/06/25/africa-ma-activity-edges-closer-to-2007-record/

Worrying trend: growth is declining despite higher debt levels. Although Reinhart & Rogoff would say because…

http://blogs.wsj.com/economics/2014/06/24/asias-sputtering-growth-engine/

Remind me to read this one later: “Low interest rates and secular stagnation: Is debt a missing link?”

http://www.voxeu.org/article/low-interest-rates-secular-stagnation-and-debt

Same for this one: what is the equilibrium level of debt?

http://www.federalreserve.gov/econresdata/notes/feds-notes/2014/deleveraging-is-it-over-and-what-was-it-20140624.html

This is actually getting interesting….

http://www.zerohedge.com/news/2014-06-25/goldman-issues-kiss-death-usa-81-likely-reach-world-cup-knockouts

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.