Good morning. Asset returns, year to date. What a difference three weeks can make…
http://www.businessinsider.com/db-ytd-cross-asset-returns-2014-10
Here’s another crash for you. But this is unemployment claims in the US…
http://www.bespokeinvest.com/thinkbig/2014/10/16/jobless-claims-hit-a-14-year-low.html
Numerous charts from the ECB, including this one, showing that the European yield curve is not all that steep
http://www.ecb.europa.eu/pub/pdf/other/statistics_a_brief_overview_2014.en.pdf
A follow up on the global financial asset portfolio discussion
http://pragcap.com/is-the-global-financial-asset-portfolio-the-perfect-indexing-strategy
Well, just as a recap of what is going on…
http://www.ritholtz.com/blog/2014/10/oil-glut-driving-prices-lower/
We could have known: gentlemen prefer bonds.
Ah! The Economist has come up with a better representation of the past. :-)
http://www.economist.com/blogs/freeexchange/2014/10/worlds-richest-economies
Interesting chart showing water consumption patterns, versus costs. I never would have thought water to be so costly for Denmark…
http://www.nytimes.com/2014/10/15/business/economy/the-price-of-water-is-too-low.html
How the labour market has shrunk in the US
Some historic perspective on Japan, the last time they raised their VAT…
Let’s turn up the heat a little bit more…
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 Do not quote unless specifically cleared beforehand!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.
