De grootste gebouwen ter wereld

Let’s start on a positive note: this is what happened with stocks when Clinton lost Congress in ‘94

http://www.businessinsider.com/stocks-gop-congress-sitting-democrat-president-2014-11

Goldman has developed a risk of equity bust matrix… Somehow, the odds with or without recessions is the same…

http://www.businessinsider.com/goldman-sachs-stock-market-crash-2014-11

Can it be this simple…?

http://www.zerohedge.com/news/2014-11-04/oil-its-economy-stupid

…or is there more going on?

http://online.wsj.com/articles/saudi-oil-price-cut-upends-market-1415063053

“The 10 greatest changes of the past 1,000 years” Great not necessarily meaning good…

http://www.theguardian.com/books/2014/oct/30/10-greatest-changes-of-the-past-1000-years

Nice one: the costs of traffic jams

http://www.economist.com/blogs/economist-explains/2014/11/economist-explains-1

Bonds are everywhere in the Japanese economy…

http://www.zerohedge.com/news/2014-11-04/only-few-years-left-until-nikkei-hits-dylan-grices-price-target-63000000

A piece on demographics and why this will hurt growth

http://www.voxeu.org/article/demography-and-economics-look-past-past

It’s a long time we have read anything on the US housing markets, so there you go

http://www.frbsf.org/economic-research/publications/economic-letter/2014/november/housing-mortgage-economy-economic-recovery/

Nice chart. Limited added value though

http://www.economist.com/blogs/graphicdetail/2014/11/daily-chart-1

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.