‘No Ammo’ ?

No ammo. We have been here before…

http://awealthofcommonsense.com/2016/02/is-the-fed-running-out-of-ammo/

And here (one day late) is Martin Wolf’s take on it: “Helicopter drops might not be far away”

http://www.ft.com/intl/cms/s/0/9b3c71f8-d97f-11e5-a72f-1e7744c66818.html#axzz416Bfv3PV

And even more on monetary policy

http://ftalphaville.ft.com/2016/02/24/2154137/negative-rates-havent-hit-banks-all-that-hard/

And how much is that with a -0.5% return?

http://uk.businessinsider.com/save-this-much-to-become-a-millionaire-by-age-65-2016-2?r=US&IR=T

I have searched this ‘fresh’ IMF country report of the UK. No mention of Brexit…

http://www.imf.org/external/pubs/ft/scr/2016/cr1658.pdf

Ah yes, that totally unimportant gold oil ratio…

https://www.bespokepremium.com/think-big-blog/gold-to-oil-ratio-hits-record-high-daily-correlation-hits-19-year-low/

Still waiting for the rebound….

http://uk.businessinsider.com/imf-global-economic-revisions-2016-2

Income inequality: we have been here before…

http://equitablegrowth.org/what-explains-the-rise-in-income-inequality-at-the-top-of-the-income-distribution/

Talking about history: with the help of a bit of number crunching, we should be negative on stocks

http://theirrelevantinvestor.com/2016/02/23/what-happens-to-stocks-after-a-big-comeback/

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 Do not quote unless specifically cleared beforehand!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.