This one is a classic, but is still very cool: how big US companies really are
A different way to look at the productivity puzzle, with different conclusions
http://www.bloombergview.com/articles/2015-07-31/the-mystery-ingredient-for-great-economic-growth
A must-listen: How the drought in California leads to farmers planting more water-intensive crops…
http://www.npr.org/sections/money/2015/07/22/425392169/episode-640-the-bottom-of-the-well
Interesting charts on the European economy: it’s the consumer, stupid!
http://ftalphaville.ft.com/2015/07/31/2136118/some-optimistic-charts-out-of-the-euro-area/
On that US growth re-assessment
I haven’t seen an update on this for quite some time: homes with negative equity
Some cool comparison charts between TARP and Greece
The losses made by the Swiss central bank…
http://www.economist.com/blogs/freeexchange/2015/08/swiss-national-bank
Best startup ecosystems. I thought that Sweden was also pretty good, though?
http://www.ritholtz.com/blog/2015/08/weekend-reads-182/
Some charts and data on the Chinese economy
http://uk.businessinsider.com/a-26-trillion-debt-problem-is-crushing-competitiveness-in-china-2015-8
Some spectacular pictures around the world
http://www.bbc.com/news/science-environment-33718151#3
And the US schedule for the week to come
http://www.calculatedriskblog.com/2015/08/schedule-for-week-of-august-2-2015.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 Do not quote unless specifically cleared beforehand!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.
