How to make a weakness into a potential strength: the fact that investments have been low is now bullish somehow…
And a bit more on (the lack off) capex spending
http://www.zerohedge.com/news/2014-09-15/heatmap-global-capex-ex-capex-world
Nasdaq is the weak one this week. Pre-financing of the Alibaba IPO?
http://www.bespokeinvest.com/thinkbig/2014/9/15/nasdaq-trades-down-to-a-three-week-low.html
The OECD gives its mid year update
http://www.oecd.org/eco/outlook/Interim-Assessment-Handout-Sep-2014.pdf
France is between Slovakia and Colombia when it comes to sovereign risk, according to this list of Blackrock
http://www.ritholtz.com/blog/2014/09/a-world-of-sovereign-risk/
I can’t decide what is worst about this picture. The red line that just keeps on falling until the year 2110, or that yellow arrow drawn to show the trend…
http://www.zerohedge.com/news/2014-09-15/why-worry-two-scariest-charts-world
Cool: an article on Dutch startups on businessinsider!
http://www.businessinsider.com/r-startups-go-dutch-for-new-era-in-manufacturing-2014-9
PriceWaterhouseCoopers on the need for reduced carbon emissions…
http://www.motherjones.com/environment/2014/09/climate-change-pricewaterhouse
Who needs friends anyway…
http://www.economist.com/blogs/graphicdetail/2014/09/daily-chart-11
The international tax competitive index. Whatever that may be…
IMF country report on Austria
http://www.imf.org/external/pubs/ft/scr/2014/cr14278.pdf
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.
