Another indication that that US recession is not in the cards yet
http://uk.businessinsider.com/why-ubs-not-worried-about-us-economy-2016-1
Then again… “if ISM manufacturing is not important for the economy, explain this” For one, why does this chart start in 2004, second, why nominal GDP?
http://uk.businessinsider.com/jeff-gundlach-presentation-januray-2016-2016-1?r=US&IR=T
“Multipolarity: The Next Step After Globalization?”
http://conversableeconomist.blogspot.nl/2016/01/multipolarity-next-step-after.html
This one needs some thinking over. Still thinking.
http://www.businessinsider.com/sp-500-total-return-contribution-average-2016-1
I have seen a lot lower break-evens than this…
http://www.ritholtz.com/blog/2016/01/oil-price-break-even-point/
As goes January, so goes nothing. A bit of reassurance on the January effect
http://www.ritholtz.com/blog/2015/01/as-goes-early-january-so-goes-nothing/
Compare wages in the US. And be surprised by clicking on the ‘How high?’ button
http://equitablegrowth.org/interactive-a-new-look-at-who-earns-what-in-the-united-states/
I was expecting something like this from the Economist
http://www.economist.com/blogs/graphicdetail/2016/01/bye-bye-spaceboy?fsrc=rss
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 Do not quote unless specifically cleared beforehand!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.
