China zit niet in Lesotho

Steeper and steeper…

https://www.blackrockblog.com/2015/12/11/economic-trends-in-charts/

If you want to read a good report on real bond yields, this one is a solid starting point!http://www.bankofengland.co.uk/research/Documents/workingpapers/2015/swp571.pdf

Although high yields are also making a comeback, as such…

http://uk.businessinsider.com/debt-chart-from-goldman-sachs-shows-you-why-junk-bonds-have-been-so-popular-2015-12

Speaking of which: this is the first negative year for high yields since 2008http://ftalphaville.ft.com/2015/12/14/2147788/it-really-has-been-a-bad-year-for-high-yield/

Cool chart on how big China is in Africa. It is not happening in Lesotho though…

http://www.ritholtz.com/blog/2015/12/chinese-investment-in-africa/

So much for ageing having an impact on asset returns (stocks that is)

http://ftalphaville.ft.com/2015/12/11/2147584/why-should-changes-in-population-structure-affect-valuations/

A bit of history on the weird debt ceiling they have in the UShttp://www.nber.org/papers/w21799.pdf

The Trump is still at top

http://www.economist.com/blogs/graphicdetail/2015/12/fifth-republican-debate

Credit cards! You still get impressive spreads in that business…

http://uk.businessinsider.com/what-fed-hike-means-for-auto-home-loans-credit-cards-2015-12

Cool chart showing how inflation keeps on under delivering

http://economistsview.typepad.com/economistsview/2015/12/fed-watch-makes-you-wonder-what-the-fed-is-thinking.html

Inflation, deflation: a pretty even draw…http://blogs.wsj.com/economics/2015/12/14/a-brief-history-of-u-s-inflation-since-1775/

Why low rates may be here to stay

http://www.nytimes.com/2015/12/15/upshot/why-very-low-interest-rates-may-stick-around.html

A bit of reading by the ECB on the employment recover in the Eurozone

http://www.ecb.europa.eu/pub/pdf/other/eb201508_article01.en.pdf

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.