Economie

Uw gids tot de migrantencrisis

08-02-2016 21:48

Nice couple of charts on the evolution of billionaires through time

http://www.bradford-delong.com/2016/02/robber-barons-honest-brokerhoisted-from-1998.html

 

The regular update on the strength of the world economy: weaker

http://blogs.ft.com/gavyndavies/2016/02/07/global-growth-now-fraying-at-the-edges/

 

Someone is calling the bottom bell for Value stocks

http://www.advisorperspectives.com/articles/2016/02/01/now-is-the-time-for-value-to-outperform-growth

 

Oil-megadon. I really think we are reaching the end of the x-megadon variations

http://www.bloomberg.com/news/articles/2016-02-05/citi-we-should-all-fear-oilmageddon

 

Still a pretty valid question: “Why Isn’t the Whole World Developed?”

https://growthecon.com/blog/Clark-Cotton/

 

Migrants, part XVII

http://www.economist.com/blogs/graphicdetail/2016/02/daily-chart-5

 

Cool: world trade since 1800

http://www.voxeu.org/article/world-trade-1800-2015

 

And here is some more on trade

http://www.voxeu.org/article/job-characteristics-and-offshoring-evidence-germany

 

Not sure if this is helpful for anyone…

http://uk.businessinsider.com/barclays-report-on-assets-in-hedge-fund-strategies-2016-2

 

Interesting chart that raises numerous questions

https://www.stlouisfed.org/on-the-economy/2016/february/gdp-jobs-schism-asserted-again-2015

 

“Onwards and upwards: American productivity growth during the Great Depression”

http://www.voxeu.org/article/american-productivity-growth-during-great-depression

 

And a bit of possible drawdowns in stock markets

http://uk.businessinsider.com/charts-that-explain-stock-market-2016-2

 

And the schedule for the week again. Is that Yellen, speaking?

http://www.calculatedriskblog.com/2016/02/schedule-for-week-of-february-7-2016.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!

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