The fed and the hawk-o-meter. I would say Brainard’s arrow should go to the left though
http://www.ritholtz.com/blog/2015/12/the-fed-turns-more-hawkish/
This is pretty interesting, if correct: you are hardly compensated for the risk you take in the credit market…
http://econompicdata.blogspot.nl/2015/12/when-to-avoid-credit-risk-within-fixed.html
The productivity puzzle
An update on the absolute level of consumer debt in the US
http://uk.businessinsider.com/the-future-is-still-bright-2015-12
Cool. An overview of the Spanish bond market since 1850
https://mpra.ub.uni-muenchen.de/68199/1/MPRA_paper_68199.pdf
Debt, debt, debt. I almost would like to go back to the time when everyone was talking about Piketty…
http://ftalphaville.ft.com/2015/12/09/2147366/this-default-cycle-is-for-turning/
“Should You Fear the ETF?” The graphic seems to suggest you should…
http://www.wsj.com/articles/should-you-fear-the-etf-1449457201
And should you fear the robot? In Dutch, a study by the WRR
http://www.wrr.nl/fileadmin/nl/publicaties/PDF-verkenningen/Verkenning_31_De_robot_de_baas.pdf
Urban growth… per hour???
http://www.ritholtz.com/blog/2015/12/the-worlds-fastest-growing-cities/
Some factoids on millennials
http://www.bloombergview.com/interactives/2015-millennials/
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 Do not quote unless specifically cleared beforehand!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.
