De wereldeconomie komt weer op gang

Hedge Fund returns: looks like the yield on a government bond….?

http://www.bloomberg.com/gadfly/articles/2016-03-24/hedge-funds-have-a-performance-problem

 

The big news over the weekend…

https://www.frbatlanta.org/cqer/research/gdpnow.aspx

 

Correlation with oil is not always as stable as one might think

https://www.bespokepremium.com/think-big-blog/oil-and-equities-correlation/

 

The nonsense of the current oil price determining the inflation expectations 5 years out

http://economistsview.typepad.com/economistsview/2016/03/fed-watch-oil-inflation-expectations-and-credibility.html

 

“Is the Market Overvalued or are the Measuring Gauges Broken?”

http://www.advisorperspectives.com/articles/2016/03/08/is-the-market-overvalued-or-are-the-measuring-gauges-broken

 

Wiping out a huge number of years in profits

http://blogs.wsj.com/economics/2016/03/21/u-s-mining-losses-last-year-wipe-out-profits-from-past-eight-years/

 

Interesting chart showing the severity of the current EM slowdown

http://blogs.ft.com/beyond-brics/2016/03/29/em-dollar-recession-eclipses-1998-99-in-depth/

 

Is bitcoin frictionless?

http://libertystreeteconomics.newyorkfed.org/2016/03/is-bitcoin-really-frictionless.html#.Vvjs7xJ96JZ

 

The 2016 energy outlook from BP has been released

http://uk.businessinsider.com/bp-us-energy-self-sufficient-in-5-years-2016-3

 

Robots around the world

http://uk.businessinsider.com/countries-with-greatest-number-of-robots-2016-3

 

Interesting, if not a somewhat complicated chart.

http://www.economist.com/blogs/graphicdetail/2016/03/daily-chart-13

 

World economy bouncing back?

http://blogs.ft.com/gavyndavies/2016/03/27/global-economy-snapping-back-into-gear/

 

GMO on the impact of monetary policy

https://www.gmo.com/docs/default-source/research-and-commentary/strategies/asset-allocation/the-stock-market-as-monetary-policy-junkie-quantifying-the-fed’s-impact-on-the-s-p-500.pdf

 

And the schedule for the week to come…

http://www.calculatedriskblog.com/2016/03/schedule-for-week-of-march-27-2016.html

 

A number of beautiful photo’s

http://www.theatlantic.com/photo/2016/03/winners-of-the-smithsonian-magazines-2015-photo-contest/474912/

 

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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.

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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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