A very cool way to visualise the rise (or fall) of negative yields in Europe
http://qz.com/339843/welcome-to-europe-where-the-bond-market-is-upside-down/
This sounds familiar… “Why S&P 500 can reach the 3,000 level by 2020”
http://www.ft.com/intl/cms/s/0/ff1c88f6-a588-11e4-8636-00144feab7de.html
The BIS on oil: how debt has only worsened the slide in oil prices…
http://ftalphaville.ft.com/2015/02/07/2114141/bis-theres-an-the-oil-debt-dealer-nexus/
On the improving outlook for the European economy
http://soberlook.com/2015/02/improvements-in-euro-area-credit.html
Some disturbing numbers on the Russian banking sector….
http://uk.businessinsider.com/high-interest-rates-push-russian-banks-to-1-trillion-ruble-loss-2015-2
On the risks of a depreciating Chinese yuan
http://ftalphaville.ft.com/2015/02/06/2115141/china-depreciation-risk-you-do-the-math/
Another cool chart showing the ever lower growth rates in the US….
http://www.ritholtz.com/blog/2015/02/2015-investment-themes/
Krugman makes a point. “Debt Is Money We Owe To Ourselves”
http://krugman.blogs.nytimes.com/2015/02/06/debt-is-money-we-owe-to-ourselves/
http://krugman.blogs.nytimes.com/2015/02/06/debt-a-thought-experiment/
The impact of recessions on ‘trust’. In Russia, no less…
http://www.voxeu.org/article/crises-and-trust
Didn’t I already show this one before? Dog bites are just as dangerous as lightening…
http://www.ritholtz.com/blog/2015/02/the-odds-of-dying-in-america/
And the US schedule for the week…
http://www.calculatedriskblog.com/2015/02/schedule-for-week-of-february-8-2015.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.
