And here are the results of this weekend’s Greek elections. Try find the differences…
http://www.economist.com/blogs/graphicdetail/2015/09/greeces-election
How the Emerging Markets have become more oriented on…. Emerging Markets
https://hbr.org/2015/10/the-future-and-how-to-survive-it
US consumption is booming, according to this measure
http://uk.businessinsider.com/consumption-volumes-vs-consumption-prices-2015-9
Ok: the trend is clear
http://uk.businessinsider.com/morgan-stanley-piketty-is-history-2015-9
Asians on… Asians. Especially the Chinese are not too forthcoming with compliments…
http://www.economist.com/blogs/graphicdetail/2015/09/daily-chart-14
The changing relationship between China and the US plotted over time
http://qz.com/506469/the-evolving-relationship-between-the-us-and-china-charted/
A presentation on the Universal Basic Income. Not sure if it helps though
http://www.ritholtz.com/blog/2015/09/perspectives-on-a-universal-basic-income/
What is now expected with respect to Fed rates in the future…
http://ig.ft.com/sites/when-rates-rise/#what-is-happening
Growth and fiscal austerity: much depends on Greece?
A couple of neat charts on the Arctic (via @Bhoogezand)
https://agenda.weforum.org/2015/09/6-charts-to-help-you-become-an-arctic-expert/
Liquidity – or the lack thereof – is a hot topic right now
In case you may have missed this one
http://uk.businessinsider.com/china-premier-economic-index-2015-9
Schedule for the week to come!
http://www.calculatedriskblog.com/2015/09/schedule-for-week-of-september-20-2015.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.
