De economie is niet dood, hij rust gewoon wat…

 Somehow, I could not let this one go unshown…

http://www.economist.com/news/leaders/21627620-deflation-euro-zone-all-too-close-and-extremely-dangerous-worlds-biggest-economic

The shortest way to show the outcome of the Euro stress banking test

http://www.zerohedge.com/news/2014-10-27/errors-found-ecbs-confidence-boosting-stress-test

A LOT of interesting important charts. I just picked the first one…

http://www.businessinsider.com/most-important-charts-in-the-world-q4-2014-10

Well, the share seems to be rising…

http://www.businessinsider.com/gender-glass-ceiling-for-top-earners-2014-10

Analysts apparently expect margins to rise forever. On the other hand, so far they have been right though.

http://www.businessinsider.com/profit-margins-expected-to-expand-2014-10

The (negative) link between oil prices and high yield markets

http://www.schwab.com/public/schwab/nn/articles/How-Are-High-Yield-Bonds-Hurt-by-Falling-Oil-Prices

How depressed growth prospects are (using the ultra-low bond yields as market rates, that is)

http://ftalphaville.ft.com/2014/10/27/2020322/erp-derp/

Keep on walking!

http://www.fastcompany.com/3025957/work-smart/what-happens-to-our-brains-when-we-exercise-and-how-it-makes-us-happier

And some cool photo’s from National Geographic to top it all off…

http://www.bostonglobe.com/news/bigpicture/2014/10/24/the-national-geographic-photo-contest/nOkDxV2ZzAyalY3F6AWuNM/story.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.