Economie

Deze landen zijn ‘well connected’

26-02-2016 18:42

Pretty connected, apparently…

screenshot 2016 02 26 06 04 05

https://www.washingtonpost.com/news/wonk/wp/2016/02/25/why-american-trade-is-more-competitive-than-you-think/

 

The ageing of debt in the USRgV0ydWtKBIEJE32R2u-XKH4k-jXhLhbydEdvYh0OcwjN59R539trAOQVWxsTkWT-yXWwVZiA42y8Jn4tiyTRt6pX5N1-o6XNhv5BSOnvWcpl5aB0FhkJWlRN3IVfGQoRftRZmGbhttp://libertystreeteconomics.newyorkfed.org/2016/02/the-graying-of-american-debt.html

 

Cleveland and Detroit are still at the top of the list of most distressed cities in the US (via Martin Mlynar)ZHz8QV7pZ5Lp1dMHIAtIP4Q285KMapVeNPAQfBJQw29cvvRSD6EYUkMlDa1_wZ6-OmYpyzZVVsXFeK5ajEKPtZubESIPlBjB5uPL2mJxgiMjC7Krc2PwOfdTB2cn8-ACE7hSTsmRhttp://www.nytimes.com/interactive/2016/02/24/business/distress-cities-counties.html

 

Hedgefunds, what are they good for?CdAXjOtDiTZYooTpremH9yT9eL9ar_OwHW-tykOn6-6XFPJdrh-vmLrqpqJHsauei125q0bqJRcuvMjXSRQhUOJqz8_tMCD8cQm4F04vw1n4b_beeBNyF8q55AvROVMdBS4I-oNShttps://blogs.cfainstitute.org/investor/2016/02/24/hedge-funds-what-are-they-good-for/

 

Interesting splittD5ZoxO_X_uyyWBsDobbnyLxqm4pvDJ7nM6Rd6YmkepiZWEz8kteBNsZVFjkUBSgO509Ht8vdWowT5g572ZFWd1j8oZGEr0OLy2nMyzFpC10yHVyYCgHW0gCQD7Hckkmajz-HvLshttp://uk.businessinsider.com/us-ipo-issues-tumbling-2016-2

 

Using a US metric to conclude that we should buy Emerging Market stocksR86050Q7kvCkAF8fRNty6ziYZVZmGdxgAEfh_Vnji90uLCssDqBOEQIio85fmukyBFZthEKGbkZrN1534BiBRpvvZPo0Kp1vclGREtGtxhme65fKYsESq1hJs5p62xmNn7OTXmhnhttp://uk.businessinsider.com/emerging-markets-are-trade-of-a-decade-2016-2

 

Cool site showing the evolution of logo’sqg97dTMsvK9I_3pd6exqtK1kLpP90IGA3e8BHP9KIejqNhUgUL02mQ5ZXBe9ZA73eO-j2FhGXT6bRNDxIA2gMMpIuzjQCBxjRF6-i5TQO-DGvvO1h8zlIgknHU6P9Y4XgonurrOHhttp://logoevolve.com/?ib

 

And still, growth is not picking up?ljgbxJa3t_HfFpxynUrgYRVlkQzCH-8ZjJzVdTY2fx1qcHrDSlSqJERIbH-Y7Kj16NabmPDGYDGOeeuYwmscLELaMKEGJPzpCz6-jelWvzqiRzK4Dcxjv7csY4eahSXxXjPLg-OAhttp://www.mckinsey.com/business-functions/mckinsey-digital/our-insights/digital-globalization-the-new-era-of-global-flows

 

Interesting chart…eDYonexriUGTWBVO0MBSDqp5PtWmOaIuSSXAtN6OdFCwJkPP09CJtlO3DIboZQFh9pLbLU6Q0ixvi-OzVtkDqhsJMZaQU8MXX2cqm8-PhybnjcxETbT8KV-905ImddrKMrsTdwszhttp://blog.alphaarchitect.com/2016/02/20/chasing-returns-and-avoiding-spaghetti-against-the-wall-fund-companies/

 

Cool chart (and bit of reading) on the US Supreme courtrx57P1bCgnNdYxEHW3xLDQ262TNNPvhHJOr9qJry78fhjm3pX4_NgR-RtgZbuFtbE5TYqPaTK-QZablspGQ0O0LAov9zowP2MFSGP6vOZVnFeTiAw7-8149Ln5-4kwR31v1-6Isphttp://www.nytimes.com/interactive/2016/02/18/upshot/potential-for-the-most-liberal-supreme-court-in-decades.html

 

And I like this one as well: power to the people!kP7BrSnu7SIxI2ZDbDy-1XUkIpUaBmkKIc7WLkJfRJ8_MATQx2iJbt9at460Koq0iQ_qkRa6S1fM-AhB0zNQ7CIecTEgnYrIuyHi5Ch-LwCtbgRsboZUURJsJqxI8gYcJY0VVg_Zhttps://www.economist.com/news/finance-and-economics/21693607-discontent-rife-very-heart-capitalism-trading

 

Just as a checklist…tqXlN9yBSdJ7oFA8nRCkrTH9yQOKKnjwY7c1dqsX1RJQM2ysozgU9RtUW3H5kD9Adj1BT3z9uDrCJx6_SDpIgFY_SigZmWyxAEEHLkvIz5wH4H3mgYi1Er0mRU2JQNFO95phFjk5http://uk.businessinsider.com/14-best-places-to-go-when-the-world-ends-2016-2?r=US&IR=T

 

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.