The weak recovery of the US consumer in historical perspective.
And even more on Robots and Jobs
http://growthecon.wordpress.com/2014/10/03/meta-post-on-robots-and-jobs/
Best of last week. Almost all of it…
http://lukasdaalder.com/2014/10/03/best-in-economics-this-week-october-3/
Investments! But let me guess: in the wrong industry, right?
And still Obama is not as popular as Reagan was! :-)
http://qz.com/275878/obama-is-just-as-good-as-reagan-at-cutting-unemployment/
And this is the underlying trend in jobs
http://www.businessinsider.com/dallas-fed-sectoral-employment-charts-2014-10
Flows. They tell a lot about the past… A lot less about the future
Cool. Does the opposite apply for the euro though?
http://soberlook.com/2014/10/dollar-strength-and-inflation.html
A special report by the Financial Times on New Africa (firewall)
http://www.ft.com/intl/reports/new-africa
Wow. look how low Atheist rank in the US!
http://www.zerohedge.com/news/2014-10-05/who-do-americans-most-and-least
Interesting chart showing what consumer consider the biggest problems right now. Inflation is a big worry..?
http://www.zerohedge.com/news/2014-10-04/clearly-europe-has-crushing-deflation-problem-oh-wait
Cool breakdown of bond flows by the IMF from the report called: “Emerging Markets volatility: lessons from the taper tantrum”
http://www.imf.org/external/pubs/ft/sdn/2014/sdn1409.pdf
Cool chart on marriage and first births in Quebec from 1572 to 1799
http://www.voxeu.org/article/biocultural-origins-human-capital-and-growth
Europe is slipping…
http://qz.com/275577/china-is-driving-a-global-renewable-energy-rebound-but-it-might-not-last/
And as always, the schedules for the week to come.
http://www.calculatedriskblog.com/2014/10/schedule-for-week-of-october-5th.html
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.
