Italië staat er precies zo voor als Griekenland

Interesting chart. Italy is just as bad off as Greece…

http://www.washingtonpost.com/news/wonkblog/wp/2015/07/30/italy-is-the-most-likely-country-to-leave-the-euro/

From the ECB: “Does consumer confidence predict private consumption?”

http://www.ecb.europa.eu/pub/pdf/ecbu/eb201505.en.pdf

And here is another one (from the same source): “Why has growth in emerging market economies slowed?”

http://www.ecb.europa.eu/pub/pdf/ecbu/eb201505.en.pdf

But maybe this chart is the short answer…

http://www.economist.com/news/finance-and-economics/21660134-falling-commodity-prices-and-emerging-market-equities-are-bad-omens-world

US GDP growth, the complete breakdown

http://uk.businessinsider.com/q2-2015-gdp-change-components-2015-7

The rencap score: the combination of the strength of the legal system as well as business friendliness

http://ftalphaville.ft.com/2015/07/30/2135749/a-sovereign-legal-scorecard/

Hedgefunds. So 2007…

http://www.economist.com/news/finance-and-economics/21660169-exchange-traded-funds-have-overtaken-hedge-funds-investment-vehicle-roaring

A bit of reading on by the Fed on China

http://www.frbsf.org/banking/programs/asia-program/pacific-exchange-blog/chinas-new-normal-is-in-the-making/

It has been a very long time, but here is an… infographic! On pension assets (I did not check it)

http://www.ritholtz.com/blog/2015/07/the-world-of-pension-assets/

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.