Cool chart, although I wonder what it would look like if we adjust for size of the economy…
http://www.economist.com/news/finance-and-economics/21695913-europes-weak-economic-recovery-worryingly-dependent-exports-lean-me?fsrc=rss%7Cfec
And that was Q1
https://www.bespokepremium.com/think-big-blog/bespokes-asset-class-performance-matrix-q1-2016/
The cat with the nine…. eh forty (?) lives… Bonds rally, again
Which may mean that this is interesting as well
http://macro-man.blogspot.nl/2016/03/a-look-at-bond-models.html
But read what Bill Gross have to say on the subject: “Negative interest rates are real but investors seem to think that they have a Zeno like quality that will allow them to make money.”
https://www.janus.com/bill-gross-investment-outlook
Always too optimistic…
http://ritholtz.com/2016/03/sp-500-earnings-squiggles/
How CEO’s view the world: less positive…
I probably disagree with this one: “Beware bad multi-factor products”
https://blog.thinknewfound.com/2016/03/beware-bad-multi-factor-products/
HEY! Someone stole my presentation on the new economy!!
http://www.voxeu.org/article/rethinking-measurement-economic-activity
A bit of reading on Shale gas. Once again
The 17 equations that changed the world.
http://uk.businessinsider.com/equations-that-changed-the-world-2016-3
Rate cuts are on the rise yet again!
http://www.bloombergview.com/articles/2016-03-31/ritholtz-s-reads-investors-spending-and-apollo-17
For the steel-ies out there
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!
