Hey! This is a variation on the other one (which I like better) (via@jackneele)
https://twitter.com/WorthWray/status/695101196311273473
…and as a reminder: this is the other one
http://lukasdaalder.com/2013/12/22/best-of-the-web-in-2013/
A nice bit of research from the Dutch Central Bank on illiquidity in bonds
http://www.dnb.nl/binaries/1600019_WEB_tcm46-337345.pdf?2016020417
Summers (not known for his optimism) reacts to Gordon: “Will our children really not know economic growth?”
http://www.prospectmagazine.co.uk/features/not-so-fast-economic-growth-robert-gordon
The monthly of the ECB in a cool website version. This one is on the Brazilian slowdown
http://www.ecb.europa.eu/pub/economic-bulletin/html/eb201601.en.html#IDofBox1
Cool tool, telling you what drove your market today. I just keep getting the same answer though. :-)
http://macro-man.blogspot.nl/2016/02/a-public-service-to-mm-readers.html
Low yields do not help bonds, according to this bit from the Economist
The IMF is looking at the consequence of benchmarking on flows to Emerging Markets Debt
http://ritholtz.com/2016/02/emerging-market-portfolio-flows-the-role-of-benchmark-driven-investors/
The painful effect of the drop in oil
http://ritholtz.com/2016/02/heres-what-oil-and-gass-ugly-2015-did-to-business-investment/
Fin tech according to McKinsey
Nice chart: Putin is still unbroken
http://www.economist.com/blogs/graphicdetail/2016/02/daily-chart-4
Every second…
http://www.visualcapitalist.com/tech-giants-visualizing-profits-for-every-10-seconds/
And some beautiful garden/birds/flowers photo’s to top the week off
http://www.bbc.com/news/magazine-35476291
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.
