Economie

Herkomst jihadisten per land

16-11-2015 19:35

Sadness. Stupidity

https://www.washingtonpost.com/news/wonk/wp/2015/11/14/why-france-could-have-more-trouble-stopping-terrorism-than-most-of-its-neighbors/

 

Stock buybacks and how they have been funded

http://uk.businessinsider.com/how-companies-fund-share-buybacks-2015-11

 

A couple of weird things happening in financial markets…

http://www.bloomberg.com/news/articles/2015-11-12/five-strange-things-that-have-been-happening-in-financial-markets

 

One week too late, but still interesting: the spectacular rise of singles day

http://uk.businessinsider.com/how-alibaba-made-143-billion-on-singles-day-2015-11?r=US&IR=T

 

A speech by the Chief Economist of the Bank of England on the future of jobs and wages

http://www.bankofengland.co.uk/publications/Documents/speeches/2015/speech864.pdf

 

The impact of Amazon

https://www.bespokepremium.com/think-big-blog/amazon-com-amzn-propping-up-the-consumer-sector-like-none-other/

 

Right. Equilibrium real interest rates. Good luck with that.

http://www.voxeu.org/article/estimating-equilibrium-real-interest-rate

 

Remarkable differences between immigrants

http://noahpinionblog.blogspot.nl/2015/11/black-immigrant-mobility.html

 

I have probably shown this a couple of times already

http://www.ritholtz.com/blog/2015/11/the-long-behavioral-history-of-long-yields/

 

A wee bit of reading on shadow banking

http://www.financialstabilityboard.org/wp-content/uploads/global-shadow-banking-monitoring-report-2015.pdf

Inflation per decade

https://blogs.cfainstitute.org/investor/2015/11/11/three-reasons-why-it-is-still-a-good-time-to-talk-about-inflation/

 

Good for them

http://www.economist.com/blogs/graphicdetail/2015/11/daily-chart-9?fsrc=rss

 

The schedule for the week to come

http://www.calculatedriskblog.com/2015/11/schedule-for-week-of-november-15th.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.