Good morning. Its not just the analysts that are getting too bullish all the time: the Fed does it too
http://uk.businessinsider.com/markets-chart-of-the-day-march-20-2015-3
26 charts that show that the world has become a better place. Most end in 2010 though…
http://www.vox.com/2014/11/24/7272929/charts-thankful
Wages, apparently, have never been more important, according to this article
http://www.bloomberg.com/news/articles/2015-03-20/wages-haven-t-been-this-crucial-to-u-s-economy-in-half-century
“Global fund managers warn of a bond bubble”
http://www.ft.com/intl/cms/s/0/cedfb85c-d0a3-11e4-a840-00144feab7de.html
It is probably fate that the biggest non-believers of global warming are -again- struck by the harshest winter…
http://www.washingtonpost.com/blogs/the-fix/wp/2015/03/19/this-has-been-the-warmest-winter-on-record-except-in-the-most-politically-important-part-of-the-world/
“If Economists Were Right, You Would Have a Raise by Now”
http://www.bloomberg.com/news/articles/2015-03-16/your-wallet-isn-t-getting-fatter-as-economics-101-comes-unhinged
It’s phones and televisions that have become more cheap, but the more important stuff has become more expensive
https://www.bondvigilantes.com/blog/2015/03/20/falling-consumer-oil-prices-may-not-provide-boost-growth-many-expecting/
The rise of the ETFs and smart beta. Once again.
http://www.bloomberg.com/news/articles/2015-03-16/smart-beta-etfs-attract-billions-with-critics-blaming-dumb-money
And the US schedule for the week to come
http://www.calculatedriskblog.com/2015/03/schedule-for-week-of-march-22-2015.html
And the Economist looks back on the growth performance of Singapore, as Lee Kuan Yew passes away
http://www.economist.com/blogs/graphicdetail/2015/03/lee-kuan-yews-singapore
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.
