Cool chart on the bigger outflows in various asset classes in recent years
http://ftalphaville.ft.com/2015/09/11/2139877/rejection-charted/
Bits of reading by the Bank of International Settlements: on emerging market weakness…
http://www.bis.org/publ/qtrpdf/r_qt1509a.htm
…but also on the wide range of ways to calculate government debt (with Spain taking the lead)
http://www.bis.org/publ/qtrpdf/r_qt1509g.htm
El nino is coming! True, they said so last year as well, but who knows: what if it is true?
You gotta give them credit for making a clear cut prediction…
http://uk.businessinsider.com/morgan-stanley-evolution-of-the-oil-cycle-through-2018-2015-9
Nice one for point of reference: the QE timeline
http://www.calculatedriskblog.com/2015/09/qe-timeline-update.html
You’ve gotta hand it to them: the Economist is king in making great charts
Supply of oil is coming down…
http://ftalphaville.ft.com/2015/09/11/2139891/oil-absolutely-friggin-everywhere/
On what may have caused the equity crash
http://blogs.ft.com/gavyndavies/2015/09/10/what-caused-the-equity-crash/
So the US is expected to raise rates: what else is new?
http://uk.businessinsider.com/monetary-policy-expectations-2015-9
And the traditional schedule for the week to come
http://www.calculatedriskblog.com/2015/09/schedule-for-week-of-september-13-2015.html
A number of very cool pictures
http://qz.com/499554/this-is-what-it-takes-to-get-your-photo-a-national-geographic-magazine-cover/
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.
