De overtuigingskracht van grafieken

And we have a new low in oil. Let’s see what the OPEC has to say about that

http://www.businessinsider.com/crude-oil-is-tumbling-nov-25-2014-11

On the mystery of low productivity growth: “We are all in the dark.”

http://online.wsj.com/articles/alan-blinder-the-unsettling-mystery-of-productivity-1416873038

Deleveraging has been mixed for consumers and has not happened at all for producers…

http://www.keepeek.com/Digital-Asset-Management/oecd/economics/oecd-economic-outlook-volume-2014-issue-2_eco_outlook-v2014-2-en#page20

My point exactly.

http://www.nytimes.com/2014/11/25/upshot/a-persuasive-chart-showing-how-persuasive-charts-are.html

Interesting: the Fed can still claim it needs zero level interest rates: just by switching to output gaps…

http://www.frbsf.org/economic-research/publications/economic-letter/2014/november/unemployment-monetary-policy-economic-growth-taylor-rule/

This one is different from previous versions: here it is the high skilled jos that are falling back

http://www.businessinsider.com/its-a-medium-to-low-wage-recovery-2014-11

And the US consumer is beginning to get a higher level of debt again

http://www.calculatedriskblog.com/2014/11/ny-fed-household-debt-increased-in-q3.html

Is the sell-off in Emerging Markets finished?

http://blogs.ft.com/beyond-brics/2014/11/25/em-portfolio-flows-bull-market-back-again/

Here is someone trying to explain the drop in oil prices

http://www.zerohedge.com/news/2014-11-25/2014-oil-price-crash-explained

Ah yes, the well being of the Turkey according to Taleb

http://www.businessinsider.com/nassim-talebs-black-swan-thanksgiving-turkey-2014-11

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.