A wee bit of history on British inflation… 500 years or so…
http://www.businessinsider.com/deutsche-bank-uk-inflation-chart-2015-2
Debt has risen strongly in Asia…
http://uk.businessinsider.com/charts-statistics-and-data-on-asias-debt-mountain-2015-1
Obama is thinking of raising taxes!
http://www.ft.com/intl/cms/s/0/fa92b314-aa33-11e4-8f91-00144feab7de.html
http://www.reuters.com/article/2015/02/01/us-usa-budget-tax-idUSKBN0L51IX20150201
In case you wonder how much exposure there still is on Greece (via Erik Jonker)
http://www.nakedcapitalism.com/2015/01/still-exposed-greece.html
Some short term feedback on some longer term seasonal effects
http://uk.businessinsider.com/january-effect-seasonal-stock-trends-2015-1
2% is the new 4% thanks to ageing
http://www.calculatedriskblog.com/2015/02/demographics-and-gdp-2-is-new-4.html
Teulings, in cooperation with www.vox.org, presents a debate on secular stagnation
Interesting chart on the monthly distribution of growth versus value
Cool chart on the age development from the various Saudi Kings…
http://www.businessinsider.com/saudi-arabia-is-more-stable-than-people-assume–for-now-2015-1
Some more pushback on that ‘six years’ chart
http://uk.businessinsider.com/tom-lee-stocks-have-risen-for-6-or-more-years-2015-1
Cool map on currency links in the world
http://www.economist.com/blogs/graphicdetail/2015/01/daily-chart-17
An article IV consultation on Canada by the IMF. Unbalanced is the phrase that stuck…
http://www.imf.org/external/pubs/ft/scr/2015/cr1522.pdf
And the US macro schedule for the week ahead
http://www.calculatedriskblog.com/2015/01/schedule-for-week-of-february-1-2015.html
And, if you have some time to spare, all of the super bowl commercials of this year
http://graphics.wsj.com/superbowlads2015/CA9C1635-2E6E-485A-8E61-0B765EBFF3EA
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.
