Good morning. In case you have missed it: despite tensions in the Middle East, oil prices are heading South…
http://www.bespokeinvest.com/thinkbig/2014/10/8/new-oil-bear-market.html
Drones. Coming to a wrist near you before long…
And….we’re off! Third quarter results are about to be published. Alcoa managed to beat expectations http://www.businessinsider.com/alcoa-global-aluminum-outlook-october-8-2014-10
Pretty cool chart on the weak development on bank lending http://www.businessinsider.com/the-imf-is-calling-for-state-guarantees-for-bank-lending-2014-10
The Global Stability report from the IMF: 190 pages of reading, charts and data… I started from the back
http://www.imf.org/external/pubs/ft/gfsr/2014/02/pdf/text.pdf
I would say this is a clear indication of rising wealth. Or am I missing something? http://conversableeconomist.blogspot.nl/2014/10/spending-on-necessities-and-luxuries.html
Some perspective on the first US Ebola death in the US (via @sassenvanelsoo) https://twitter.com/sassenvanelsloo/status/519931743097593856
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 Do not quote unless specifically cleared beforehand!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.