Economie

Dissidenten bij de FED

14-10-2015 18:02

Cool chart on dissidents at the Fed voting. Somehow it looks different from various sources

http://uk.businessinsider.com/lael-brainard-downside-economy-risks-2015-10

 

But we have to keep in mind that the GDP data is far from reliable for China, let alone for one city

Shenzhen: GDP per capita

http://paulromer.net/economic-growth/

 

Fooled by randomness…

http://www.washingtonpost.com/news/wonkblog/wp/2015/10/13/hillary-clinton-was-right-the-economy-has-done-better-under-democrats/

 

Hey! Is the Credit Suisse global wealth databook 2015 published?CS pyramid

http://uk.businessinsider.com/credit-suisse-wealth-pyramid-two-thirds-of-the-worlds-adults-own-just-3-of-its-wealth-2015-10

 

Yes it is!

http://uk.businessinsider.com/where-the-worlds-ultra-high-net-worth-live-2015-10

 

The biggest gains and drawdowns over the past 115 years

http://www.ritholtz.com/blog/2015/10/max-gains-and-drawdowns-for-investors-by-decade/

 

Higher interest rates would be positive for banks

http://www.bloomberg.com/news/articles/2015-10-12/lifeline-for-bank-profits-seen-thrown-by-higher-interest-rates

 

Here is a blog claiming that QE for the people has already been tried in Japan. I am not sure that is correct though?

http://macromarketmusings.blogspot.nl/2015/10/peoples-qe-has-been-tried-before-and.html

 

“Inflation targeting does not anchor inflation expectations: Evidence from a new firm survey”

http://www.voxeu.org/article/inflation-targeting-and-expectations

 

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!

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