The impact of the strong dollar…
http://uk.businessinsider.com/cumulative-fx-translation-gainloss-sp-500-2015-7
Very cool chart on how the rest of the world adds up to the America’s
http://www.washingtonpost.com/news/wonkblog/wp/2015/08/03/whats-across-the-ocean-from-you-when-youre-at-the-beach-in-7-fascinating-maps/
Some info on Obama’s clean energy plan from The economist
http://www.economist.com/blogs/graphicdetail/2015/08/daily-chart-washing-away-coal-blowing-away-carbon
A rare bit of reading on the Canadian economy. Which is not doing so well…
http://www.businessinsider.com/canada-technical-recession-2015-8?IR=T
On that ever continuing technological improvement…
http://www.ritholtz.com/blog/2015/08/when-do-scientists-believe-computers-will-surpass-the-human-brain/
Six years rally: the score so far…
http://www.ritholtz.com/blog/2015/08/six-year-checkup/
Some thoughts on the Chinese growth slowdown
http://blogs.ft.com/gavyndavies/2015/08/02/firm-global-growth-amid-doubts-about-chinese-data/
And talking about the Chinese slowdown: here is the European country’s most exposed…
http://uk.businessinsider.com/germanys-exposure-to-china-2015-8
Interesting chart, but overdue for an update
http://fivethirtyeight.com/features/the-slow-death-of-american-entrepreneurship/
Told you! That Hungary-Kenya trade is working like crazy…
https://www.bespokepremium.com/think-big-blog/2015-country-stock-market-returns/
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.