And the world champion of default and rescheduling is…
http://uk.businessinsider.com/greece-spends-90-years-in-default-2015-2
McKinsey has some interesting charts on debt deleveraging… (via Jens Pongratz)
http://www.mckinsey.com/insights/economic_studies/debt_and_not_much_deleveraging
A reminder for the day traders out there: January payrolls normally disappoint…
http://uk.businessinsider.com/january-payrolls-consistently-miss-consensus-2015-2
On the other hand….
http://uk.businessinsider.com/nfib-hiring-intentions-signal-strong-jobs-report-2015-2
Some thoughts on externally held dollar debt
http://ftalphaville.ft.com/2015/02/05/2114071/about-that-9-trillion-global-non-bank-credit-exposure/
Cause, effect or just correlation?
http://idiosyncraticwhisk.blogspot.in/2015/02/we-are-100.html
Unemployment benefits in the US
The collapse of the hryivina… eh… hyriv… no. the Hryvnia
http://www.economist.com/blogs/graphicdetail/2015/02/ukraines-currency
Hedgefunds preferences…
http://uk.businessinsider.com/assets-hedge-funds-love-and-hate-2015-2
I haven’t read it, but I like the title: “The illusion of monetary policy independence under flexible exchange rates”
http://www.voxeu.org/article/illusion-monetary-policy-independence-under-flexible-exchange-rates
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 Do not quote unless specifically cleared beforehand!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.
