Another unintended consequence of the fall in the price of oil
http://www.businessinsider.com/energy-capex-and-rd-2014-11
Here is another way of looking at Ebola…
http://www.washingtonpost.com/blogs/worldviews/wp/2014/11/03/map-the-africa-without-ebola/
“Growing Economy Doesn’t Guarantee Stock Gains” According to research of Vanguard, that is
http://online.wsj.com/articles/a-growing-economy-doesnt-guarantee-stocks-will-rise-1415372093
Strong labour market
http://www.businessinsider.com/markets-chart-of-the-day-november-7-2014-11
Some thoughts on the weak outlook for the Emerging Markets
http://blogs.ft.com/beyond-brics/2014/11/10/four-stubborn-troubles-for-em-investors/
Nice colourful chart on positions in the FX market
http://www.zerohedge.com/news/2014-11-08/speculators-have-never-been-more-long-dollar
Interesting question: what has happened to the UK current account?
Private equity…
http://www.ai-cio.com/channels/story.aspx?id=2147490578
Another one for the great inequality collection
http://www.zerohedge.com/news/2014-11-07/death-working-class-12-charts
Germany unification 25 years later
http://www.economist.com/blogs/graphicdetail/2014/11/daily-chart-3
As long as the waiter-robot business is not booming, everything is safe, right?
http://www.economist.com/blogs/graphicdetail/2014/11/daily-chart-3
And the schedules for the week to come
http://www.calculatedriskblog.com/2014/11/schedule-for-week-of-november-9th.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.
